09/10/2025
He has advised leading banks, insurers, and wealth managers on digital transformation, growth strategy, and operating model redesign, with a focus on tech-enabled innovation and scalable digital platforms.
09/10/2025
Lakefield Partners continues it expansion with its third relationship manager this year, Reto Nussbaumer.
09/10/2025
Prior to joining Crestbridge FOS, Steve was Managing Director of the Jersey office of a private equity-owned global financial services business
09/10/2025
After more than three decades in senior leadership roles, a Citi veteran has joined JP Morgan Private Bank to oversee its operations from Dubai.
09/10/2025
Anirudh Chowdhry, Managing Director, LGT Wealth India brings a deep understanding of the evolving needs of Global Indian families
09/09/2025
During his tenure, the Ohio team strengthened client relationships, expanded market presence and delivered consistent, high-quality service.
09/09/2025
Gumpel has been appointed head of multi-asset liquid alternatives at Downing with his Aubrey colleague Renato Guerrieri also joining as quant boss.
09/09/2025
Appointment comes after the firm hired heads of southern Europe and DACH.
09/09/2025
Harry Donoghue joins from independent advice firm The Private Office
09/09/2025
In her new role, Chung is tasked with leading and accelerating the firm’s growth strategy in private and alternative investments across the region.
09/09/2025
Mr. Hogbin has 30 years of professional experience, including 20 years at AllianceBernstein where he most recently served as Global Head of Investments and a member of its Executive Leadership Team.
09/09/2025
Saleem Shivji has left the firm after five years.
09/09/2025
The private banking veteran will take on an external advisor role at the consultancy, providing advice on financial services.
09/09/2025
At a meeting chaired by Laurent Bennet, CAWL’s Board of Directors appointed Jean-Luc Thérond as Chief Executive Officer, effective 1 September 2025.
09/09/2025
He will focus primarily on independent wealth managers and family office clients in French-speaking Switzerland. Paolo Cattaneo will report to Daniel Durrer, Head of Switzerland Distribution .
09/09/2025
Teri Baker was most recently a portfolio manager in the external sovereign debt team at Ashmore Group.
09/09/2025
Ed will accelerate the progress we have already made with our strong framework for sales excellence.
09/09/2025
Mason joins IEQ from J.P. Morgan Private Bank, where he served as Executive Director advising families, executives, and family offices on bespoke investment strategies and trust and estate planning.
09/09/2025
Continued Business Evolution Underlines Strategic Focus on Accelerating International Growth
09/09/2025
Aled Smith has been appointed CIO at fund boutique GIB Asset Management.