07/07/2023
She previously served as a Senior Principal at ghSMART, supporting investors and CEOs on key leadership and organizational challenges, including management due diligence and leadership succession.
07/07/2023
Gregory Pool Joins Eight-Member NewEdge Team in Brickell Neighborhood
07/07/2023
This includes the appointment of five ex-Credit Suisse bankers to senior roles in the Asia Pacific region.
07/07/2023
Citywire Top 100 fund selector Julia Warrander has left her role at Affinity Private Wealth 12 years after founding the business.
07/07/2023
Senior appointment supports continued growth of Global Advisory business.
07/07/2023
She has expertise in tax preparation and planning and works with clients to optimize their tax planning, compliance, and financial strategies.
07/07/2023
The bank sees traditional and digital assets coexisting in the future and is reinforcing the new business line two years after going live with a crypto offering for its private clients.
07/06/2023
In this newly created role, Matthew will spearhead efforts to drive revenue acceleration, achieve profitable growth and expand market share.
07/06/2023
He joins after five years at Rathbones Group, latterly as Head of Client Development.
07/06/2023
Prior to this he spent 5 years at Aberdeen Standard Investments as 3rd Party & Major Distribution Director and has also held senior roles at AXA Elevate and Cofunds Ltd.
07/06/2023
Laura joins Nucleus after seven years at NatWest Group as managing director of strategy for Coutts.
07/06/2023
Prior to this, he was an investment analyst at LGPS Central Limited, and has worked across global financial institutions in analytical roles.
07/06/2023
As part of the appointment, Singapore head of private banking Evonne Tan will shift her reporting line from head of UK international private bank James Penny to Singh.
07/06/2023
Chief executive Yves de Montmollin has taken over management of client-facing services after the departure of André Del Piero.
07/06/2023
The new governance structure, effective from 1 July 2023, is a natural development within the Group, as Alain Bruno Lévy was Vice-Chairman of the Board of Directors and Albert Lawi was Deputy Chief Executive Officer.
07/05/2023
WeWrise is a comprehensive corporate services organization that serves as a foundation for ultra-high net worth individuals and high net worth individuals looking to first structure their wealth.
07/05/2023
With over 25 years of extensive experience in renowned financial institutions, Jonathan brings a deep understanding of the Southeast Asian market and a remarkable track record of success.
07/05/2023
Gabrielle replaces Matthew Bugden who has stepped down from his role to devote more time to his family.
07/05/2023
The Board of Directors of the SBA unanimously confirmed Dagmar Laub in this function.
07/05/2023
The bank, which was founded by the city of Bern, is looking for a new person to take on the role.