03/22/2022
Nathan will be using the extensive knowledge and expertise gained throughout his career to manage one of PraxisIFM’s private wealth teams and will work closely with the Jersey board of directors to help develop the business.
03/22/2022
He is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment (CISI).
03/22/2022
The firm named Amanda Young as its chief sustainability officer to lead operations, with several Sicav funds converting to Article 8.
03/22/2022
He joins Aspiriant from GenSpring Private Wealth, where he was a portfolio manager and senior family investment officer for ultra-high-net-worth families.
03/22/2022
Previously, Cole was the managing director of global shareholder and fund services at Goldman Sachs, and has held operational roles at Invesco and Northern Trust.
03/21/2022
Swiss Re announces new appointments in Asia and North America
Ivan will have composite responsibilities for all Reinsurance operations in China and serve as Swiss Re’s president in the country.
03/21/2022
Ad hoc announcement pursuant to article 53 LR
03/21/2022
Members of the Swiss Takeover Board (TOB) are appointed and ultimately supervised by FINMA’s Board of Directors.
03/17/2022
He will focus primarily on strengthening both the development and growth of the company.
03/17/2022
Rott will report to JPMAM global head of sustainable investing Jennifer Wu in his new position.
03/16/2022
Rothschild Asset Management's New Switzerland Head
The executive previously had a similar role at the firm from 2013 to 2017
03/16/2022
UBS Bolsters Asia Family Office Unit
Separately, Andrew Lo has been appointed as head of family advisory and family office solutions for Greater China.
03/16/2022
RIA taps former TD exec to lead Wealth Management
Dario will lead organic growth efforts for the Aquiline-backed SageView’s $4 billion wealth management business.
03/16/2022
Deutsche Bank appoints LatAm leader for Swiss unit
Since December 2019, Coppola has been working as head investment manager, Latin America
03/16/2022
Canaccord's Oliver promoted to funds CIO role
Justin Oliver has taken on the new role of CIO of Canaccord Genuity funds at the wealth manager.
03/16/2022
EQ Investors joint CEO leaves after four years
Joint CEO Mark Howlett left the financial planning and sustainable discretionary fund management firm on 28 January.
03/15/2022
PineBridge Investments Hires Asia Pacific CEO
Asset management veteran has held leadership roles in Asia for more than 20 years
03/15/2022
First Republic Bank appoints new CEO
Founder Jim Herbert Transitions to Executive Chairman
03/15/2022
Before that he was senior vice president, investment counsellor of Citi Private Bank.
03/15/2022
From education to health and wellness programs, the philanthropic impact at Invest in Others is far-reaching.