07/06/2018
uchlin previously worked at Credit Suisse, where he launched Europe’s first Single Managed Account investment platform. Prior to that he worked at Lombard Odier for 15 years as head of open architecture.
07/04/2018
Artorius, headquartered in Manchester with offices in London and Zurich, currently employs 31 people and has £750 million in assets under management.
07/03/2018
Doris Lemke and Olaf Bauermeister, two of their former colleagues, will join them at Vontobel in October.
07/02/2018
Scott Curtis, the president of Raymond James Financial Services, was tapped to oversee all of the firm’s domestic advisory business.
07/02/2018
Pereira, who served as business development director at Citi’s private bank in Brazil, will focus on prospecting and attracting new clients within the ultra-high net worth and family office spaces