11/27/2017
Wealth and asset manager Appoints Head of Institutions
She will continue to build London & Capital’s growing and successful institutional business which has accrued over USD1 billion of assets under management since 2006.
11/27/2017
McDonald will focus on strengthening the private equity business
11/23/2017
SEB has a leading Nordic position within Private Banking with a global outreach in 11 countries. Erika Lundquist takes over as Head of Private Banking from Martin Gartner who will remain in SEB as Senior Advisor.
11/23/2017
The ex-private banker is meant to lend his substantial Asian expertise and regional connections to Leonteq's business in the region, which has been losing momentum.
11/23/2017
The hire comes a year or so after the firm added Erik Wallace as a partner in its Hong Kong private wealth team, Wallace was also previously a partner with Withers.
11/23/2017
The establishment of such a top-class advisory board marks another milestone in the development of Polaris
11/22/2017
Prior to Google, Warriner spent 19 years at UK banking tech house Intelligent Environments.
11/22/2017
Valvest Partners is a new player in the Swiss market, having only started operating in May this year.
11/22/2017
Jacques is level 6 PCIAM investment qualified and a chartered member of the Chartered Institute for Securities and Investment.
11/22/2017
GKB President Also Serves As Chairman Of Impact Investment Firm BueOrchard
11/22/2017
Zurich-Based Wealth Manager Swisspartners Has Strengthened Its Team By Hiring A Financial Adviser And A Legal Expert
11/22/2017
A specialist in compliance and regulation, he is a fellow of the International Compliance Association.
11/21/2017
The regional offices are slated to open in early 2018.
11/20/2017
Where he looked after Swiss and European equities.
11/20/2017
He will develop the product and services portfolio and focus on improving crypto-financial services.
11/20/2017
The CEO’s departure comes amid the closure of various SIX Payment Services branches.
11/20/2017
The nation’s eighth-largest wealth management firm by advisors has sustained recruitment efforts in the wake of its acquisition of Ziegler Wealth Management’s 57 advisors
11/19/2017
UBS AM appoints head of marketing
She has also worked as a marketing consultant for Fidelity Investments and Deutsche Bank.
11/17/2017
DHR Places Chief Trust Officer at BMO Private Bank
She previously served as regional trust director overseeing Indiana.
11/17/2017
Prior to joining BNY Mellon Wealth Management, Paolilli held 2 positions at Northern Trust over a 10 year period.