04/11/2024
In his new role, de Laureal's responsibilities include Investment Management, Brokerage, Trust, Financial Planning and Family Office services as well as oversight of the Private Banking team.
04/10/2024
Bruno Langfritz, Marcel Zimmermann and Markus Ammann are new global consultants and brand ambassadors for BierbaumPro .
04/10/2024
The appointments are subject to relevant regulatory approvals.
04/10/2024
The promotions reflect Ocorian’s dedication to providing an environment for its people to grow their careers.
04/10/2024
Sanjay Vatsa has been appointed as the new Regional Head of North America at Apex Group
04/10/2024
Christian Helbling most recently worked for Ameliora.
04/09/2024
He will lead a team responsible for leveraging Northern Trust's investment, fiduciary and banking capabilities to address clients' wealth management needs
04/09/2024
Rob Pettman is leaving the independent broker/dealer after 17 years to join a fintech firm.
04/09/2024
Jim Cahn is also moving into a new role, while Dan Stampf was brought in from Empower to head up a new products team.
04/09/2024
Michael Fairbairn, who has invested in about 25 private companies, joins as an executive director.
04/09/2024
The advisers are supported by paraplanner Anastasia Smith.
04/08/2024
This appointment will further enhance the experience of these important clients, many of whom have family members and interests across the world.
04/08/2024
Previously, he worked as a convertible bond portfolio manager at Aberdeen Asset Management for four years.
04/08/2024
Her areas of expertise include regulatory auditing and supervision topics. She is also responsible for accounting, information technology, data protection and human resources.
04/08/2024
Michael Rüdiger has stepped down as chair of BlackRock Asset Management Switzerland.
04/08/2024
Julien Etaix joins Novum Capital Partners after working at the Meyer Family Single Family Office.
04/08/2024
Most recently, she was the program director of the Champions of Change Coalition, and served as an executive officer of CEOs for Gender Equality Inc. for more than six years.
04/08/2024
Anderson, previously UK head of Schroders Family Office Service, will now be responsible for coordinating services across the firm’s global wealth network
04/08/2024
John’s main focus during his career has been working with dynamic mid-market businesses across a range sectors.
04/08/2024
His appointment comes on the heels of recent Broadridge milestones, including the launch of its Futures and Options platform.