02/13/2024
In his new role, Thomas will continue supporting the team in London while also helping the Group to expand its distribution capabilities, notably across Switzerland.
02/13/2024
The Zurich-based role will help expand the bank’s business with wealthy international clients.
02/13/2024
Alicia Forry promoted
02/13/2024
The move does not appear to reflect a change in recruiting strategy at Merrill
02/13/2024
Sedulo Wealth has also announced that its funds under management (FUM) have broken the £270m barrier.
02/13/2024
He will contribute to the development of Mirova with public and philanthropic investors
02/13/2024
Compared to last year, slightly more women advanced to the top positions, with 30 percent of those appointed.
02/12/2024
Street Talk understands Shaws has signed on three more MSWM advisers.
02/12/2024
Baird joins from Income Asset Management Group, where he led its asset management business.
02/12/2024
Prior to joining Evelyn Partners, Daniel spent 22 years as an Investment Manager at Quilter Cheviot.
02/12/2024
The bank has been looking for somebody to replace Andreas Scherf in the role after he moved to a senior business development position within the company.
02/09/2024
She replaces Frédéric Cruzel, who has retired after 12 years at the firm.
02/09/2024
André Bodmer, who has been an unlimited liability partner at Rahn+Bodmer since 1995, will retain a financial interest in the private bank.
02/09/2024
The funds researched will be considered for inclusion within Quilter Investors’ range of multi-asset portfolios.
02/09/2024
He will no longer return to his active role as partner and customer advisor at Rahn+Bodmer, it was learned.
02/09/2024
He has over 20 years’ experience across operations, technology and change.
02/08/2024
Scott will commence in his role as CEO on 1 March 2024 and will join the company from 26 February 2024.
02/08/2024
This comes as the global fund manager prepares to open a New Zealand office.
02/08/2024
With three decades of experience, Key has demonstrated consistent success for wealth management and investment advisory clients.
02/08/2024
At Odey WM, he specialised in running portfolios for professional investors, retail clients and entrepreneurs.