10/21/2025
Former UBS executive and Wealthspire Trust CEO will guide the firm’s growth and operations, reinforcing its position as America’s premier advisor-friendly corporate trustee.
10/21/2025
Jason Cherriman has established London-based Credencia Talent a few months after his 16-year career at Raymond James came to an end.
10/21/2025
Based in London, John will be focussing on UK clients, intermediaries and business introducers to boost Suntera’s private wealth offering.
10/21/2025
The French private bank is ramping up recruitment efforts soon after appointing its new Taiwan wealth management head, Che-Kun Hsu.
10/21/2025
Both will be based at the firm's headquarters in Zug
10/21/2025
The Head of Finance & Risk, Stefan Meyer, will leave the bank at the end of January 2026.
10/20/2025
She returns to Citi where she previously spent 20 years covering large corporate clients across industries in Taiwan.
10/20/2025
CEO Haig Bathgate announces a string of news at the multi-family office.
10/20/2025
Chan is on gardening leave until mid-January.
10/20/2025
Daniele Seca has left Novum Partners and joined Fideuram - Intesa Sanpaolo Private Banking as a private banker.
10/20/2025
Prior to that, he was sales director at the group, overseeing the design and implementation of segmentation and distribution models.
10/17/2025
In the role, he will lead the growth of the bank's investment and advisory platforms in the region.
10/17/2025
MacDonald previously served as soon-to-be-$60bn MAI's senior managing director of wealth management and president of the firm’s advisor referral program.
10/17/2025
Firm welcomes Yannick Archambault as President, Private Wealth, and Abi Coman-Walker as COO building upon its foundation of leadership excellence and purposeful growth.
10/17/2025
Barron’s says it compiled the ranking based on “the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.”
10/17/2025
The company has made three new appointments to coincide with the move
10/16/2025
Jennifer Votano and Evelyn Pepe bring decades of experience advocating for women advisors and clients
10/16/2025
J.P. Morgan Private Bank announced the promotion of Justo Schiopetto to associate and banker for its Miami offices
10/16/2025
RBC Wealth has bolstered its UK franchise's London and Edinburgh arms with four hires, while also adding a relationship manager in Jersey.
10/16/2025
In her new role she will advise high net worth individuals based across Yorkshire and the North of England on all aspects of their personal tax, with a particular focus on trusts, landed estates and family wealth structuring.