10/22/2024
This role groups together distribution channels with direct customer access in the domestic market of Switzerland, ensuring their optimal interaction for customers.
10/22/2024
This appointment, which is effective immediately, follows the retirement of Philippe Cordonier.
10/22/2024
Both functions will report directly to Alfonso Rivolta.
10/22/2024
She joins from Alti Global (formerly Alvarium Investments) where she was part of a team executing M&A transactions and capital raisings to grow the wealth management business.
10/21/2024
Based in Hong Kong, she will lead intermediary distribution business across Greater China
10/21/2024
Her experience working with financial advisers and other consultants across several asset classes spans over 20 years.
10/21/2024
He replaced Rob Adams who had held the role of group CEO since September 2018.
10/21/2024
Prior to his current position, Chris was the Chief Executive Officer, Retail and Workspace at CapitaLand Investment, a global real estate investment manager.
10/21/2024
He will enhance the delivery of end-to-end services to alternative fund managers, driving significant business growth and enhancing service delivery in Luxembourg.
10/18/2024
He joins the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the Coral Gables office.
10/18/2024
Kate Forsyth joins Hundle after a seven-year stint with Ruffer.
10/18/2024
The company wants to strengthen its business with strategic intermediaries in Switzerland and expand its market share.
10/18/2024
These changes will take effect as of 1 January 2025.
10/18/2024
Based in Hong Kong, she reports to Rickie Chan, head of private banking, Greater China and chief executive, Hong Kong branch.
10/17/2024
In his new role at SJP, Higgs will help raise the profile of protection within the wider business and support the planning of SJP advisers.
10/17/2024
Insurance-Focused Asset Manager Welcomes Matthew Petre as Head of Business Development and Cassandra Becker as Chief Compliance Officer and Senior Counsel
10/17/2024
Prior to joining UBS, he worked as a financial advisor with Morgan Stanley since 2012 and prior to that, he spent six years with Merrill Lynch.
10/17/2024
Gemma Tomas held various senior roles in private banking and investment banking at Credit Suisse.
10/17/2024
These new directors strengthen the firm’s board, already comprising
10/17/2024
Adam joined Oberon in November 2021 as COO of Capital and Head of Change