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.
03/13/2025
Guido Boller is leaving the Swiss National Bank after running the statistics department for almost 18 years.
03/13/2025
She has previously won ‘Trustee of the year – Director’ category in Citywealth’s Future Leaders Awards and featured regularly in the eprivateclient Top 35 under 35 lists.
03/12/2025
Current UBank chief executive Philippa Watson has been appointed by Forrest to lead her family office and philanthropic venture, founded in 2023.
03/12/2025
CEO Mark FitzPatrick continues to overhaul the wealth manager’s leadership team a year after taking the helm
03/12/2025
With almost 20 years of investment experience, Hugo brings valuable expertise to this role.
03/12/2025
Recognition comes as Mesirow Wealth Management continues to grow organically as well as through strategic acquisition.
03/12/2025
National Financial Network expands its footprint in the Northeast and enhances its joint commitment with Park Avenue Securities to client financial well-being.
03/12/2025
Philippe Kaufmann becomes deputy CEO of real estate and investment manager Greenbrix Asset Management.
03/12/2025
Fabien Paturaud and Johanne Arnould are the most recent of a series of hires at the global bank’s Swiss offices.
03/12/2025
They join the firm from boutique Hannam & Partners and will report to Max Lami, CEO of Oppenheimer European business.
03/12/2025
Williams reports to Robert Kitchen, Brown Shipley Chief Executive, and Simon Spilsbury, Quintet Group Head of Compliance.
03/12/2025
Reddaway and his team specialize in customized wealth management solutions for high-net-worth and ultra-high-net-worth individuals, families and businesses.