09/19/2024
She will lead high-performing teams in both markets responsible for identifying and prioritizing the financial needs of high-net worth clients and leveraging the full complement of KeyBank’s financial capabilities to provide solutions to attain thei
09/19/2024
Williams has served in various roles with Vista since 2004, most recently as chief wealth officer and lead advisor.
09/19/2024
He will be based in Ocorian’s New York office.
09/19/2024
He will work with Ocorian’s Business Development colleagues by sourcing and introducing exciting new intermediary contacts with a focus on the Middle East.
09/18/2024
His expertise is instrumental in strengthening our support for financial planners, ensuring they have the resources and guidance needed to deliver the highest level of service to our clients.
09/18/2024
The changes include the creation on a global direct lending division and the exit of the asset manager's global private debt head.
09/18/2024
After two-years with the private bank, the relationship manager is switching to the asset management industry.
09/18/2024
With over 20 years of Investment Banking experience, Mr. Patterson brings to Barclays deep client relationships and extensive industry knowledge that will further strengthen the firm’s Technology Investment Banking franchise
09/18/2024
Mr. Singhal brings to Barclays extensive industry knowledge and deep client relationships that will further strengthen the firm’s Technology Investment Banking franchise
09/18/2024
Before joining Fisch, Jessen worked at Flossbach von Storch in Cologne from 2017
09/18/2024
Fenton has originated and led significant Board level client relationships
09/18/2024
Before joining Apex Group, Bill held prominent roles as a professional trustee at Law Debenture
09/17/2024
The co-heads will be responsible for maximizing opportunities between the Global Corporate & Investment Banking, Merrill Wealth Management and Private Bank units
09/17/2024
Patricia is an experienced business development professional with over 20 years of working in the asset management industry.
09/17/2024
Swiss fund house undergoes yet more turnover as quant efforts receive rethink.
09/17/2024
Philipp Good has extensive expertise in the fields of asset management and sustainability.
09/17/2024
Thompson spent 18 years at Investec, latterly as a senior investment manager, and was running £180mn of client money at the time of his departure.
09/16/2024
He was most recently working at UBS, heading Southeast Asia coverage for Credit Suisse out of Switzerland.
09/16/2024
Former Citywire New Model Adviser Top 100 firm Ellis Bates Financial Advisers will join the group, along with new chief financial officer Grant Hotson.
09/16/2024
Paul Waterman and Craig Holding join the firm in Dubai