05/19/2022
Wealth Management Solutions appoints Client Service Manage
Recent hire highlights a new era of growth for Wealth Management Solutions LLC, a registered investment advisory firm committed to reimagining how financial advice and services are designed and delivered.
05/19/2022
Eight Wealth International appoints wealth management veteran.
05/19/2022
Conway said he is looking forward to further FNZ’s mission of “opening up wealth”.
05/19/2022
She is a talented and proven fiduciary leader with notable experience overseeing intricate fiduciary businesses
05/18/2022
He joins Weatherbys from Arc and Co Private Finance, where he specialised in advising on mortgages and other property-related borrowing.
05/18/2022
Skaik currently serves as Director General of UAE Golf Federation and has decades of experience in the banking sector
05/18/2022
He was previously chief financial officer at wealth platform consolidator Avalon where he also oversaw Novia Financial and Wealthtime.
05/17/2022
Incore Bank Nabs Senior Manager From Crypto Finance
Based in Schlieren near Zurich, Incore Bank is a Swiss B2B banking services provider offering a modular range of services for traditional and digital assets.
05/17/2022
He will accelerate the growth of Ortec Finance’s OPAL Wealth platform and OPAL for Salesforce, by focusing on partnerships with all types of participants in the wealth management industry.
05/16/2022
‘We don’t comment on rumors and speculation,’ Credit Suisse said in a statement.
05/16/2022
He will be responsible for acquisition activities in French-speaking Switzerland.
05/16/2022
Rupert Phelps is leaving to pursue a career as a single family office advisor.
05/16/2022
David’s expertise enhances our franchise’s connectivity with the Rothschild & Co global platform and further strengthens our ability to provide differentiated advice on cross-border and cross-industry convergence transactions
05/16/2022
He holds an MSc in International Financial Services and is a Certified Financial Planner and Charted Financial Planner.
05/13/2022
The appointment comes as the global investor services group seeks to optimise its services for Chinese (ultra-)high-net-worth families living in or planning to relocate to the UK, particularly London, and those looking to establish a Jersey trust.
05/13/2022
HR chief Monica Malnati previously worked at Credit Suisse and UBS.
05/12/2022
Aytac will be responsible for automating platforms for the Corporate and Investment Bank’s (CIB) index business and developing innovative investment solutions for clients.
05/12/2022
He will report functionally to Adeel Khan and Stephen Dainton, Co-Heads of Global Markets, and regionally to Jaideep Khanna, Head of Barclays, Asia Pacific.
05/12/2022
The robo adviser has appointed Colleen McHugh as interim CIO in preparation for Semmens’ departure this summer.
05/12/2022
David Fox, a region head for Goldman Sachs Private Wealth Management, has been tapped to lead PFM Advisors in a newly created role, according to a company memo.