09/04/2025
He was responsible for overseeing a comprehensive suite of investment capabilities, including index, fundamental, quantitative and tax-advantaged strategies, as well as active, multi-asset class solutions and alternative investments.
09/04/2025
Appointments reflect FNZ’s growing momentum in North America and the continued global expansion of FNZ Markets.
09/04/2025
He joins W1M from Rathbones Group, where he spent the last five years as Business Development Director.
09/04/2025
Will brings insight on the broader issues shaping the industry such as climate change and emerging technologies, along with other pivotal growth drivers.
09/04/2025
Rothschild & Co has appointed Tomas Chuidian as senior global advisor and Philippine country head
09/04/2025
Working in tandem, Peter and Chris will be jointly responsible for leading Rothschild & Co’s UK Wealth Management Front Office.
09/04/2025
Tommy Faber has teamed up with his former Waverton colleagues to launch a 25-stock global equity fund for Ptarmigan Capital.
09/04/2025
Rebecca Oesch joins Edmond de Rothschild’s real estate investment arm as investment head for German-speaking Switzerland, in a newly-created role.
09/03/2025
He joined Brooks Macdonald as part of our acquisition of LIFT and he has since played a key role leading the integration of the financial planning businesses.
09/03/2025
Industry Veteran Will Spearhead the Development of Hightower’s First Centralized Investment Management Platform
09/03/2025
He will report to Giovanni Viani, Chairman of PNAA and Equity Partner at the Pictet Group.
09/03/2025
Recognized financial services and technology executives join Wealth.com’s Advisory Board, reinforcing company’s rapid growth and guiding next phase of innovation
09/03/2025
She will join the bank’s Group Management Committee.
09/03/2025
Based in Geneva, he will report directly to Camille Vial, CEO of Mirabaud & Cie SA.
09/03/2025
Chantal Peter is succeeded as the team leader for the international private banking and external asset managers division.
09/03/2025
Hitesh Mistry and Gregory Perdon join Charles Stanley's London and Birmingham branches respectively.
09/03/2025
He also continues to serve on Butterfield’s Executive Committee and Board of Directors.
09/02/2025
Fund manager who resigned over the summer has taken on a position within Habib Subjally’s team.
09/02/2025
A shake-up of the Wall Street firm’s UK private banking team continues
09/02/2025
Muthalia brings with him over 19 years of leadership experience in investment management.