05/28/2025
Ashton Thomas Private Wealth Welcomes New Team in San Francisco
Together, they will form the Speritas Private Wealth Team, with Mr. Millar as a Partner, Managing Director and Private Wealth Advisor, and Mr. Preziose as a Wealth Advisor.
05/28/2025
Together, they will form the Speritas Private Wealth Team, with Mr. Millar as a Partner, Managing Director and Private Wealth Advisor, and Mr. Preziose as a Wealth Advisor.
05/28/2025
Sabrina Gan, GSAM's Asia Pacific ex-Japan head of third party wealth, is growing her team with two distribution hires.
05/28/2025
The departure comes amid BNP Paribas WM's recent hires from UOB Private Bank.
05/28/2025
In this role, she has built strong relationships across the team and developed a deep understanding of the firm's operations, values, and clients.
05/28/2025
The Board of Directors has initiated the succession process.
05/28/2025
Claudio Schmidig is an excellent addition to our management team
05/28/2025
"I am very pleased to join Muzinich & Co. at such a crucial time for credit markets," comments Della Volpe.
05/28/2025
Tom O’Hara, Jamie Ross and David Barker join from Janus Henderson to manage flagship GAM Star European Equity and Continental European Equity funds
05/28/2025
Simon Stalder will lead the cantonal banks and intermediaries segment, focusing on Basel, Bern and Zurich.
05/28/2025
Steve succeeds outgoing President of the Jersey Association of Trust Companies (JATCo) Sarah Bartram-Lora Reina, who had lead the committee successfully over the past 4 years.
05/28/2025
He is general counsel and strategic advisor to single and multi-family offices and family enterprises.
05/27/2025
Rickenbacher takes over the role from Alex Wassmer , who will remain with the company as Vice President.
05/27/2025
He has over 25 years of experience across corporate and private banking, including the last 20 years in private wealth management at Julius Baer and ABN AMRO.
05/27/2025
Rémi Casals has joined First Eagle Investments following senior roles at Vontobel and Aviva Investors.
05/27/2025
He will join the BCGE Group as a member of the Executive Board effective September 1, 2025.
05/27/2025
Canaccord adds to advisor momentum with another hire following BPS Wealth Management team move
05/27/2025
Dormann will lead Private Bank Coverage for Luxembourg and France; Carrera de Manuel will lead Markets Investment Team for Luxembourg
05/27/2025
Caterina Russo has left the firm, and the city of Luxembourg, for Italian pastures.
05/23/2025
Oak Group, an international provider of private client, fund administration and corporate services, has welcomed Sam Matthews as Client Director, Trust & Corporate in the Guernsey office.
05/23/2025
New executive appointments underscore LinePoint's commitment to operational excellence and its mission to deliver strategic human capital and insights to affiliates of its family office platform