10/29/2023
He extricated himself from the Credit Suisse husk in August 2023 and has just joined Rothschild's London financial institutions group (FIG) team as a managing director instead.
10/27/2023
She most recently served as a private banker leading a team in Toronto and Montréal, advising ultra-high net worth families, foundations and single-family offices.
10/27/2023
Elodie Lesueur started her new role in September.
10/27/2023
Thomas Kuhn has joined the bank in Zurich.
10/27/2023
The Scottish family office run by a former UBS Wealth duo hires Katy Forbes as CIO, after an 18-year stint at Abrdn.
10/26/2023
Mr. Woods brings to Barclays over 20 years of investment banking experience, and will play a leading role in strategic dialogue and M&A advisory for key Building Products and Distribution clients
10/26/2023
Previously, she also held senior positions at Pictet Asset Management, First State Investments, HSBC Asset Management and Citibank.
10/26/2023
His professional journey includes significant roles such as Director at PwC and, more recently, Group Managing Director at the well-regarded marketing agency Reprise UK.
10/26/2023
Andy Saperstein to be Co-President and Head of Wealth and Investment Management; Dan Simkowitz to be Co-President and Head of Institutional Securities
10/26/2023
Industry Veteran Brings Expertise Across Financial Services and Multinational Corporate Strategy
10/26/2023
Her role will not include responsibility for the firm’s private bankers, who are housed under JPMorgan’s Asset & Wealth Management division.
10/26/2023
Based in Singapore, he reports to Southeast Asia market head Eleanor Lam.
10/26/2023
James Ayre joins the wealth management group as head of investment for charities.
10/26/2023
The company is also focusing on developing its investment proposition and Maven, its private equity business.
10/26/2023
Geoff Newton, who had been co-head of BMO Private Wealth Canada since June 2022, has departed
10/25/2023
He will take on responsibilities across the firm’s institutional and family office client base and business.
10/25/2023
Organization Continues to Grow its New York Headquarters
10/25/2023
Follows Andrew Brown’s departure
10/25/2023
Ross is based in London and reports to Charles French, Deputy Chief Investment Officer, Listed Investments.
10/25/2023
Widespread changes are being made to the team at the Zurich subsidiary of Frankfurter Bankgesellschaft, the private bank of the German Sparkassen finance group.