03/18/2025
Seasoned Executive with Extensive Experience at HSBC, Deutsche Bank, and Wells Fargo to Lead and Drive Growth in Private Banking and Wealth Management
03/18/2025
Martina Stumbauer joins growing IAM LeoVest Partners as a senior relationship manager, after being global head of CEE-CIS markets at BNP Paribas.
03/18/2025
Most recently, he was a board member and CFO of technology consultancy Daemon, where he played a key role in the firm’s growth and strategic direction.
03/18/2025
Novum Capital Partners has made a second hire in a week, recruiting Bénédicte Elikann as head of wealth planning.
03/18/2025
Jenkins, a distinguished financial advisor, is making bold moves to redefine wealth management.
03/17/2025
Anthony joins FNZ at a pivotal moment as the company continues to expand its footprint across Asia Pacific
03/17/2025
Morningstar has placed a number of the firm's funds under review after five portfolio managers were removed from the strategies, and have reportedly left the company.
03/17/2025
He brings a diverse array of services including insurance, trust, and family office advisory services.
03/17/2025
He brings extensive experience in wealth management, financial planning, and client relations, which will be instrumental in supporting the growth of QCE’s footprint presence in Ireland.
03/17/2025
Former KKR executive brings 30 years of financial markets experience to Blue Owl
03/17/2025
JP Morgan’s EMEA fixed income credit strategy services ultra-high-net-worth clients
03/14/2025
They will join Brooks Macdonald on 1 July 2025.
03/14/2025
Former J.P. Morgan Managing Director, Victor K. Hernandez, joins Bolton Global Capital and partners with the firm to launch NewEra Wealth for high-net-worth investors.
03/14/2025
This move is part of the firm's commitment to expanding its operations and enhancing client relations in Southeast Asia.
03/14/2025
Callum Masson has been appointed as executive general manager for product and technology, while Martin Johnson joins as general manager for technology.
03/13/2025
Investment manager Stephen Penfold departs the Ontario Pension Scheme-owned wealth business.
03/13/2025
Edward Osborne-Fardon becomes head of marketing at Oberon as the boutique aims to challenge the industry’s leading wealth brands.
03/13/2025
Appointments across financial planning and investment management drive growth of ‘dual expert’ proposition
03/13/2025
He will also maintain his existing responsibilities as the regional chief operating officer (COO).
03/13/2025
Patrick Roefs spent 16 years at Julius Baer before leaving last month.