06/07/2023
Director Appointment at Alex Picot Trust
The appointment at Alex Picot Trust adds director level support to oversee an established client base and to assist in the seamless onboarding of new business.
06/07/2023
The appointment at Alex Picot Trust adds director level support to oversee an established client base and to assist in the seamless onboarding of new business.
06/06/2023
This was confirmed by the Zurich investment house on request.
06/06/2023
His previous two associates, Alison Ina and Paige Muirhead, will also join NewEdge Wealth.
06/06/2023
Vaughn will be responsible for the HLFM fund range.
06/06/2023
Experienced investor joins the firm from TD Securities
06/06/2023
There are four new appointments at Zurich-based Reuss Private.
06/06/2023
Waverton Investment has appointed Steve Chhoker as chief financial officer.
06/06/2023
Nel joins IQ-EQ from Stonehage Fleming
06/05/2023
In this role, she is responsible for building the wealth management unit in Singapore.
06/05/2023
Previously, he worked at Linklaters as a senior lawyer specializing in M&A for real estate clients such as sovereign wealth funds, listed property companies and private investors.
06/05/2023
Kurtz will advance the group’s impact/ESG investment practice and design portfolios for clients that align with individual values and investment goals.
06/05/2023
The lender has appointed Tom Road as its deputy head of Barclays Private Bank in Singapore.
06/05/2023
Toby Vaughan joins
06/05/2023
Luca Orlando has more than nine years of experience as a credit analyst and more than four years as a portfolio manager at Cape Capital AG in Zurich.
06/02/2023
Chris Hogarth joins the wealth manager to lead the development of a new financial planning business.
06/02/2023
The new intermediary proposition will provide investment management to British expatriates (expats) that need an EU domiciled investment manager.
06/02/2023
He has been in the Chicago market for 30 years where he has focused on the legal, accounting, engineering and healthcare industries.
06/02/2023
He is believed to be returning to Zurich to remain with the Swiss lender though it is unclear what his new role will be.
06/02/2023
Jonathan has over 30 years’ professional experience in private banking, wealth management and corporate services.
06/02/2023
Schuchard will report to Billy Obregon and lead the Latam team in Switzerland, responsible for both Geneva and the newly created Latam desk in Zurich.