03/29/2023
He will serve the greater Capital Region and surrounding areas in New York to provide flexible solutions, expert advice, and swift, concierge-level personal attention.
03/29/2023
The Board made the decision to appoint Sergio P. Ermotti as Chief Executive Officer in light of UBS’s new priorities following its planned acquisition of Credit Suisse
03/29/2023
He moved back to London in 2020 as Head of Business Development for technology firm Alana, and joins Lancaster Guernsey after a period as CEO of Future Solutions Group.
03/29/2023
The world’s largest money manager’s multi-asset strategies and solutions group will undergo a reshuffle in the coming months, with new co-heads appointed.
03/29/2023
Françoise Pesci has also previously worked for Citi and Barclays.
03/28/2023
His extensive lender network enables him to provide tailored financial products and services for residential, buy-to-let, bridging, commercial, and development properties, as well as life assurance recommendations.
03/28/2023
He said he has decided to “call it a day and pretend to do some gardening”
03/28/2023
PKB brings EFG Bank’s former head of wealth planning Alfonso Rivolta on board as it ramps up wealth management services.
03/28/2023
Andrew Mays and Sebastian Culpan-Scott have joined Investec Wealth & Investment's Bournemouth and Cheltenham branches respectively.
03/27/2023
In addition to his wealth planning role, he will also help drive the agenda for the bank's ultra-high net worth business in Asia on an interim basis.
03/27/2023
The appointment of Dr Mara Harvey and Dr Rolf Steiner is subject to the approval by the Liechtenstein Financial Market Authority (FMA).
03/24/2023
Emma Howard Boyd and Quintin Price are stepping down from the fund firm's board with immediate effect.
03/24/2023
In his new role, Briscoe will report to Ryan Primmer, global head of investment solutions.
03/24/2023
Wealth Manager understands investment director Richard Neville-Rolfe will continue to work for the business in a consultancy capacity.
03/24/2023
Simon brings a wealth of valuable experience and expertise to Saffery, which will complement the depth and breadth of skills within the team.
03/24/2023
Luc Frieden joined the Board of BIL as Chair in 2016
03/23/2023
In the role, Kwong will work closely with Credit Suisse’s leadership team and senior bankers in the Southeast Asia markets to build and strengthen relationships with key clients and stakeholders in the region.
03/23/2023
She will also retain her current role as head of client coverage, APAC.
03/23/2023
Cassar and Durmaz join Marcus Cave and Andrew Budge in the team after they transitioned from internal roles.
03/23/2023
He will leave the bank at the end of May 2023.