09/18/2023
The unit Vora will head caters to affluent clients who fall under the ultra-high net worth and high-net worth categories, with personalized investment portfolios across both stocks and bonds.
09/18/2023
Simpson brings over three decades of financial services experience to support the growth of Broadridge’s capital markets and wealth management business
09/18/2023
The two will functionally report to Andy Sieg, who will become Citi's head of wealth on September 27.
09/18/2023
RBC Wealth Management has hired Kenny Ng as team head in Hong Kong alongside three relationship managers in Singapore.
09/18/2023
Sandeep Das, head of private clients in India, will leave the bank to pursue another opportunity.
09/18/2023
Joseph Wolf has been appointed as CEO of EFG Wealth Management (Israel) Ltd., reporting to Franco Polloni, Head of Switzerland & Italy Region of EFG.
09/18/2023
Huub van der Riet and Chong Peng join the Netherlands-based firm
09/18/2023
Andrew Marsh will drive expansion of tech-focused firm aimed at wealthy clients of RIA firms
09/15/2023
The move is part of Julius Baer's strategy to enhance its presence in the Greater China market and indicates the bank's focus on strengthening its team to support its business growth.
09/15/2023
Street firm says it’s doubling down on serving registered investment advisors.
09/15/2023
With these appointments, Van Lanschot Kempen further commits to its investment strategy that focuses on investing in high-quality companies that are demonstrably committed to the transition to a sustainable economy.
09/15/2023
Lionel Iso and Alexandre Brantus have joined Vontobel in Geneva.
09/15/2023
It is still unclear how the loss of CS will affect the association financially.
09/15/2023
Artemis has announced its intention to launch a new global equity strategy to tap into the investment potential of changing consumer demands for leading brands.
09/15/2023
Dawn Mealing joins as financial planning business manager after six years at Fidelity International.
09/14/2023
Some of his responsibilities will include managing consulting actuary relationships
09/14/2023
To meet demand for golden visas
09/14/2023
Hoffmann-Burchardi joins UBS from Tudor Investment Corporation, where she worked as a senior partner.
09/14/2023
He will bring more than two decades of experience to the firm founded in 1810
09/14/2023
This appointment highlights the increased collaboration, integration and shared growth objectives for Benchmark and Schroders in the UK, as well as the overall ambitions for Benchmark’s continued strong growth in the adviser market.