05/30/2024
In this role, she will be responsible for implementing investment and wealth management services for clients in Tampa, Naples and Winter Park, including individuals, families, business owners and family offices.
05/30/2024
Maria Stäheli joined Swiss Life Asset Management’s credit team in April.
05/30/2024
The next significant milestones in UBS’s integration of Credit Suisse are the merger of UBS AG and Credit Suisse AG
05/30/2024
The convening of such a diverse group of renowned experts to benefit ultra-high net worth families and high net worth individuals is one of the first-of-its-kind by a private bank in Asia.
05/30/2024
The US private bank has hired a senior sales manager and a discretionary fixed income business head in Hong Kong, as part of an ongoing hiring drive in the last 12 months.
05/30/2024
The team is taking on the management of a range of Liontrust global equity funds
05/30/2024
The global leader in luxury wear said Angeloglou will succeed Serge Brunschwig
05/29/2024
Miles Kean was at rivals Coutts for 23 years and has worked closely with entrepreneurs.
05/29/2024
As we pivot toward accelerating growth, this appointment is a testament to our advisor-centric culture.
05/29/2024
He is also on the Board of Directors of two other industrial companies and a member of the Executive Committee of Swissmem.
05/29/2024
Marion brings extensive experience to the role
05/28/2024
Recently, it has become apparent that whenever there's a snag, the corporation taps into the talent pool of its Swiss unit.
05/28/2024
Advancing firm’s cross-border capabilities and presence in Southeast Asia
05/28/2024
In the role, she is responsible for spearheading efforts to service and grow the US asset manager’s financial adviser client base in parts of Sydney and across New South Wales.
05/28/2024
Daniel will be responsible for client relationships and business development across Switzerland and Liechtenstein together with his team, based in Zurich and Geneva, focused on institutional and wholesale clients.
05/28/2024
Mark has been part of the Multi-Sector Bond investment team, since it was launched in 2009, and the team has subsequently grown to 14 further investment professionals.
05/28/2024
Three private bankers have left the Swiss bank across Singapore and Hong Kong, as Asia Pacific president Edmund Koh suggested the job cutting is almost complete.
05/28/2024
They come from Franklin Templeton and Vontobel.
05/24/2024
Fowler will serve as a jack-of-all trades in that he will work to recruit both prospective clients and other service providers to work with Caprock
05/24/2024
Gorman's decision to step down after giving up the CEO role in January is seen as a vote of confidence in Pick’s leadership.