03/19/2024
He has over 25 years’ experience of UK wealth management gained at institutions such as Seven Investment Management LLP, Lloyds Private Banking and Coutts & Co.
03/19/2024
Masojada’s career spans almost three decades
03/19/2024
Mona Shah will look to develop investing solutions working with the asset manager’s research teams.
03/19/2024
Petra Hoefer-Luetgemeier joined Zürcher Kantonalbank on 1 March.
03/19/2024
Emmanuel Pateyron of La Compagnie des Placements will take a stake in small and mid-cap specialist Erasmus Gestion alongside its staff.
03/19/2024
With his extensive sales and product development background, Ingo will spearhead Schroders Capital’s private markets fundraising efforts, engaging with clients worldwide.
03/19/2024
The French private bank has expanded its alternatives desk in Hong Kong with a former Credit Suisse hire to cover private markets.
03/19/2024
We're confident in Marc Giraudon leadership and our team's abilities.
03/18/2024
Sheila Ryan will oversee the Focus Financial Partners affiliate's 175 advisors.
03/18/2024
Given his relevant and extensive experience advising banks on legal and regulatory matters, Simon is a valuable addition to the Group.
03/18/2024
McMillan previously headed up the analytics, data and innovation unit within Morgan Stanley’s wealth management division
03/18/2024
The expansion is being led by Ava Fairclough, who has over 15 years of experience in the corporate services sector
03/15/2024
EY has appointed a new wealth & asset management leader and a new real estate leader in Luxembourg.
03/15/2024
Allen brings a wealth of experience to the role, having previously served as the Head of Funds Capital Markets at Patrizia SE
03/15/2024
In 2018, she was named Hong Kong and Macau CEO before becoming the head of Asia for Citi’s wealth business in 2022.
03/15/2024
After 25 years in senior roles, Sackfield takes a backseat, handing the reins to David Pederson.
03/15/2024
The group has also appointed a new vice president, which is Markus Wintsch of Swisspartners.
03/15/2024
Her background spans both private and public
03/15/2024
She began her career as an IFA at Buckles Investment Services, before joining Sanlam Wealth Planning, where she was promoted to regional sales manager.
03/14/2024
Seasoned Wealth Management Veterans Maris A. Ogg, CFA, & Jeffrey M. Bagley, CFA, CFP Bring Decades of Experience and Expertise in Cultivating Long-Lasting Client Relationships Throughout Philadelphia’s Main Line