07/03/2024
These promotions follow recent appointments including Cora Binchy, Head of Fiduciary, who has been with Stonehage Fleming since 1987 and will oversee the fiduciary businesses in Jersey, Guernsey, Isle of Man, Switzerland, Monaco, Malta and Mauritius.
07/03/2024
In his new role as Head of Private Customers in Eastern Switzerland from mid-October 2024, Josef Montanari will succeed Patrick Weibel
07/03/2024
Hans D. Itburrun was formerly the CIO and head of external asset management at Banque Cramer in Geneva.
07/03/2024
The US asset manager has hired a senior client portfolio manager to grow its Apac business.
07/03/2024
In Private Wealth, Tyler Hine has been promoted to Senior Trust Officer.
07/03/2024
The Private Wealth Management of the Oddo BHF branch in Stuttgart is being expanded.
07/03/2024
Stuart Andre who specialises in real estate and Islamic Finance in VG’s Corporate Administration team, becomes a Manager.
07/02/2024
He has also held senior management positions at NatWest and Lloyds Banking Group where he was responsible for providing financial advice to key high-net-worth individuals.
07/02/2024
NewEdge, which is based in New Orleans, supports independent financial advisors nationwide.
07/02/2024
She will be responsible for Compliance and Anti-Financial Crime (AFC) and will also become a member of the Management Board, effective July 1.
07/02/2024
Cobb steps down after nearly forty years with the business, during which time he oversaw the merger of Smith & Williamson with Tilney that created Evelyn.
07/02/2024
David Dowsett reappears at London-based speciality insurer.
07/02/2024
Ong Shun Wei joins from Credit Suisse Asset Management and also previously worked at Goldman Sachs Asset Management.
07/02/2024
Ali is based in Singapore and will report to Tomas Pierucci, head of international tech disruptors and Harshika Patel, chief executive officer of the Asia private bank
07/01/2024
In her new role at CGS International, Carolyn will focus on developing economic models for M&As and capital-raising transactions, enhancing product offerings, and ensuring superior client satisfaction.
07/01/2024
In this piece we bring to you the news of our new Managing Director Appointment in Jersey, as David Baker steps down for retirement and passes on the baton to Allan Stewart.
07/01/2024
The Board of Directors and the Executive Board have decided on the following promotions and appointments as of July 1, 2024
07/01/2024
Under François Reyl's leadership, REYL & Cie has expanded from an authorised securities dealer with 15 staff in Switzerland to a fully licensed Bank with 400 employees, an international presence and a diversified business scope.
07/01/2024
Grant Bergman heads up the new division as Global Head of GSB Capital
07/01/2024
Pran joins from Melville Douglas Investment Management, where she was a senior global equity analyst and co-fund manager.