05/15/2025
He began his career as a financial advisor at Merrill Lynch in 2007 and later held positions at Citi, HSBC Private Banking, Crédit Agricole CIB, and Morgan Stanley, before being re-hired by Citi
05/15/2025
Both roles begin on 1 June
05/15/2025
A native New Yorker, Sam will be based in New York and report to Alison.
05/15/2025
The bank opened the office in Cologny, a suburb of Geneva, in 2021.
05/15/2025
Two current staff will join the executive board, as well as Rafael Moral Santiago, who steps up following a senior role at HSBC in Hong Kong.
05/15/2025
Current head of equities Matt Hudson to become CIO
05/15/2025
The appointments reflect FNZ's commitment to delivering sustainable value to clients and investing in world-class leadership.
05/15/2025
She replaces Gavin Neilson who has been Interim COO since August 2024.
05/14/2025
Evolution of Leadership Reinforces SEI’s Strategic Commitment to Serving Clients and Driving Growth
05/14/2025
He will co-lead the Zurich-based bank as the third member of the Executive Board
05/14/2025
She is based in Guernsey and leads the business across the Crown Dependencies.
05/14/2025
Ashley Dye has been appointed to lead the Guernsey Financial Intermediary Team, and Ryan Lambotte to lead the Jersey Financial Intermediary Team
05/13/2025
Based in Seattle, Washington, Ms. Velategui will be reporting to Alex Chaloff, Head of Investments and Wealth Strategies, who has been leading the $137 billion Bernstein platform since 2023.
05/13/2025
The current Chairwoman of the Board of Directors, Antoinette Hunziker-Ebneter, will step down as planned in May 2026 after twelve years of service on the Board of Directors
05/13/2025
Beatriz Sanchez, who held roles including chair of the Americas at Julius Baer, will join the board of Sura Asset Management and Sura Investments.
05/13/2025
As part of a trio of hires to the Rathbones distribution team
05/13/2025
Asset manager also closes £6m EM Sustainable fund that has struggled to garner interest since launch two years ago.
05/13/2025
The appointments come as the firm attempts to strengthen its advisory offerings.
05/12/2025
Berry Wong is appointed group CEO of the Hong Kong multi-family office.
05/12/2025
Italy-based selector has made the jump from head of financial insurance, consulting and portfolio monitoring.