04/06/2023
Citi appoints Selim Elgen as head of global wealth in MENA
Venkat Mahadevan was named as the consumer business manager
04/06/2023
Venkat Mahadevan was named as the consumer business manager
04/06/2023
It's no banking industry secret that since Credit Suisse's demise and subsequent takeover by UBS, numerous wealthy clients have been knocking on the door of private banks.
04/06/2023
The new supervisor comes from a Zurich asset manager.
04/06/2023
ABN AMRO Wealth Management aspires to be the partner of choice for wealth management in Northwest Europe.
04/05/2023
The agreement with KPMG will also see the transfer of seven of his colleagues, who collectively have 80-years’ experience in delivering Forensic engagements, predominantly in relation to disputes.
04/05/2023
They include, Andrew Mays, who has appointed an Associate Investment Director in Bournemouth.
04/05/2023
Mr. Kirkby’s appointment was effective March 30, 2023, following no objection from the Jersey Financial Services Commission.
04/05/2023
During his 20 years-plus career, Aron has worked at the UK financial regulator as well as in compliance consulting
04/05/2023
Based in Geneva, he is primarily responsible for developing internal operational processes related to wealth management, enabling clients to benefit from an enhanced experience at all levels of their relationship with the Bank.
04/05/2023
‘I am truly sorry’
04/05/2023
The academic Sophia Haussener has joined the ethics committee of Arete Ethik Invest.
04/05/2023
Lisa Zenk is the new head of a private banking team in Chur.
04/05/2023
Alan Tu has stepped down and Dominic Rizzo, who was named co-manager of the Global Technology Equity fund in December, will become the sole manager of the strategy.
04/05/2023
Exclusive: Bethany Shard will join lead manager Martin Walker on the Invesco UK Opportunities and Invesco UK Equity funds.
04/04/2023
Current manager Noelle Cazalis is exiting the firm after 12 years
04/04/2023
Expanding wealth management team offers customized solutions and advisory services
04/04/2023
Aymeric Converset, who worked for Dynagest since 2013, has been appointed as head of the division as well as joining the executive committee.
04/04/2023
The rumored departure comes just over two weeks after the Swiss government forced UBS to acquire what had been the country's second-largest bank, which will hold its ostensibly last annual general meeting for shareholders later today.
04/04/2023
She joins Arbuthnot Latham from Coutts, where she was managing director for over three decades.
04/03/2023
Hitsch, former head of North Asia at Citi Private Bank, will be based in Hong Kong and run client relationship management teams covering North Asia in the newly created post.