10/31/2025
During that time, he led national campaigns to attract, support and retain advisers, helping shape SJP’s brand and growth strategy through one of its most successful periods.
10/31/2025
Pierre Chèvre has held roles including managing partner of Alias Partners and chief economist at the Darier private bank.
10/31/2025
In her role, Megan will primarily focus on supporting Jersey based high-net-worth clients with her colleagues Fiona Waite and Katie Maguire.
10/31/2025
Previously, he was responsible for the retail banking business in Northwestern Switzerland.
10/31/2025
With Jürg Hutter, SZKB is filling this key position from within its own ranks, underscoring the quality of its internal succession planning.
10/30/2025
Carlos Rodríguez Aspirichaga will be responsible for driving growth strategies and ensuring financial solutions tailored to the needs of Ultra High Net Worth (UHNW) clients in Mexico
10/30/2025
Ex-Reuss Private head of risk and compliance, Maria Maraki, has joined the Dutch firm's Swiss unit as head of compliance.
10/30/2025
Wealth manager RBC Brewin Dolphin has expanded its Edinburgh office with the appointment of two new wealth managers, bringing its financial planning department to 30 people.
10/29/2025
Edinburgh Rugby star Chris Dean will initially take on business development role
10/29/2025
Based in Singapore, he will oversee growth and strategy across key markets including China, Taiwan, and Hong Kong
10/29/2025
Blackstone has $1.2 trillion in assets under management.
10/29/2025
Longstanding employee of Suntrust Investments Yves Pillonel has joined Baseline Wealth Management.
10/29/2025
Two Zurich-based family offices are merging.
10/29/2025
Simon Elliott takes over as head of investment trusts with Simon Crinage to retire at the end of 2026
10/29/2025
Chief investment counsul Chris Hills and head of strategic partnerships Simon Taylor have left the business.
10/29/2025
Based in Atlanta, she reports to Ethan Van Eck, Senior Director of Regional Wealth, and will lead a First Citizens team of wealth consultants.
10/28/2025
Mr. Becker brings more than a decade of experience in the ETF and wealth management industries.
10/28/2025
He brings a strong focus on personalized, goal-oriented wealth planning and investment strategies.
10/28/2025
He joins Quilter Cheviot from Rathbones where he was head of business development for its Greenbank sustainable investment arm and previously led its private client and charity growth strategy.
10/28/2025
In September, Kah Yi Chung joined as Head of Private and Alternative Investments Asia, bringing 20 years of experience from HSBC and other global firms.