06/04/2024
Mr. Fiore will lead Cybersecurity coverage; Mr. White is joining to lead Macquarie Capital’s newly created Mortgage Technology (MortgageTech) coverage, supporting the existing Property Technology (PropTech) team.
06/04/2024
Heidi Walsh is joining from T. Rowe Price to work on investments, advisory services and financial wellness topics with the largest institutional defined contribution plan sponsors.
06/04/2024
Prior to assuming the role on an ad-interim basis in March, he was the global head of equities at Credit Suisse.
06/04/2024
The unit consists of relationship managers, a tax specialist and an investment expert.
06/04/2024
The appointments have been made to leverage a $255bn alts business unit.
06/04/2024
Ren Yi Sng joins Barclays after a 19-year career at JP Morgan Investment Bank.
06/03/2024
This newly created role will lead the charge in developing a systematic, robust and risk-based multi-asset allocation framework that will guide clients as they build long-term investment portfolios.
06/03/2024
She advises clients about financial planning, investment management, inheritances, estate planning and charitable giving.
06/03/2024
The bank has hired from Banque Richelieu for its new wealth head.
06/03/2024
Prior to that, he spent nearly 10 years at Legg Mason Global Asset Management, where he was Country Head Switzerland and Head of Northern Europe.
06/03/2024
Tatjana Puhan has left Copernicus Wealth Management to become head of asset allocation at Swiss Re.
06/03/2024
Boris Maeder joins the secondaries specialist as head of international private wealth distribution and will run its new office in Zurich.
06/03/2024
She has one thing in common with her predecessor: she also comes from Zurich Switzerland.
06/03/2024
With their extensive and long-standing experience, they will further develop BEKB's private banking offering.
06/03/2024
He had already announced this when he took over the CEO position from Hansruedi Köng in March.
06/03/2024
More recently, he has held investment-director positions at Brewin Dolphin and EFG Harris Allday.
06/03/2024
Makeem Asif and Lee Manzi leave Jupiter, the latter departing after 14 years, as the firm flags a lack of demand for the asset class.
06/03/2024
The team, led by Michael Taggart, will join RBC’s Florham Park office.
05/31/2024
Silvio Denz has presented public shareholders with a tender offer of CHF 40 per Lalique Group share.
05/31/2024
Most recently, Andrew served in a range of leadership roles at InvestCloud, helping drive regional growth and overseeing daily operations from Singapore across APAC.