10/06/2025
Both executives bring decades of experience in wealth management, private banking, and family office advisory, enhancing RFO’s ability to serve ultra-high-net-worth (UHNW) clients across Asia.
10/06/2025
Banque Cramer has recruited Fabian Käslin as head of private banking and Reto Kunz as chair of the board of directors.
10/06/2025
These appointments reflect both our ambition and our intent.
10/06/2025
Jaime Arévalo has joined Investec in Zurich as a senior portfolio manager.
10/06/2025
Ben Snee is succeeded by Heinrich Henckel.
10/06/2025
The initiative aligns with the bank's strategic focus on the wealth management sector.
10/06/2025
Michael Paul joins Titan as an associate director after 11 years with RBC Brewin Dolphin.
10/06/2025
We are delighted that Andrew has joined us as we continue to grow our Banking Services business
10/03/2025
After five years with the bank, Anja Hochberg is set to succeed Christoph Schenk, who is retiring, as CIO.
10/03/2025
That compares with around five hires a year recently.
10/03/2025
Alessi will lead wealth management teams throughout the KeyBank’s East Region, including offices in New York, New England, Eastern Pennsylvania and Florida.
10/03/2025
Tom Cheesman reunites with former Investec colleague, Jonathan Taylor, at the wealth firm's new division.
10/03/2025
He knows LGT inside out, and as a member of the LGT Wealth Management UK Governing Board
10/03/2025
Diya Lowe took up her new position this month.
10/03/2025
Trevor Matthews has retired after more than a decade of service
10/02/2025
Heinrich Henckel will succeed Ben Snee and is expected to remain in post for two to three years while a more permanent succesor is sought.
10/02/2025
According to the post on the professional social network, Pacios, with more than 32 years of experience in the industry, “is a proven leader who has led national and international teams”
10/02/2025
Ric Spencer was global co-head of technology investment banking in BofA.
10/02/2025
The private bank has recruited senior relationship manager Harald Mitschnigg alongside his junior counterpart Nazmie Fejza.
10/02/2025
She earlier worked at J.P. Morgan Private Bank as a client advisor, an investment professional and an analyst.