09/28/2022
They will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
09/28/2022
Aerni, who currently heads the Swiss German wealth management business, will switch to the new role in early July 2023.
09/28/2022
He brings almost 50 years’ experience of financial services to the PIMFA Board.
09/28/2022
She takes on the newly created COO role at the 32-strong adviser business with immediate effect.
09/28/2022
Etienne Gounod will become chairman of the board of directors at Forum Finance, while Hippolyte de Weck is set to replace him as CEO.
09/28/2022
Talib Sheikh is to leave the firm before the end of the year alongside colleague Joseph Chapman.
09/28/2022
Crux CEO Karen Zachary, Columbia Threadneedle CEO Nick Ring, and Aegon UK CEO Kirstie MacGillivray will join the Investment Association board.
09/27/2022
Previously, he also worked at Fidelity Investments for eight years.
09/27/2022
Based in Singapore, Tan will be responsible for financial markets e-commerce sales across all products, channels and client segments, including end-to-end digitization.
09/27/2022
Both previously worked at the Brazilian-Swiss private bank J. Safra Sarasin.
09/27/2022
Prior to that he was regional director at Barclays Premier.
09/26/2022
Sergio Trigo Paz's new position is CIO and head of emerging market fixed income.
09/26/2022
The firm has made four region-specific sales hires this year
09/26/2022
The Swiss bank continues to shuffle the leadership of its gatekeeper team, with Kristen Griffin taking over from David Giffen.
09/26/2022
LGT Wealth Management announced the opening of its Edinburgh office in June
09/23/2022
His total 20 years of experience started at KPMG and Pan Caribbean Merchant Bank Limited, which spans accounting, finance, FX trading, treasury management, portfolio management, and investment banking.
09/23/2022
She will be based in the Greenwich, Connecticut office.
09/23/2022
Hung has more than 18 years of experience and she joined HSBC Asset Management in 2017 to lead its private bank sales team in Hong Kong.
09/23/2022
Lakeward has implemented various real estate projects in Germany in recent years and can now offer private equity investors a diversified portfolio through various structures.
09/23/2022
The appointment comes as PwC expands its focus on ESG for the PE and sovereign investment fund (SIF) industry