10/16/2025
In her new role she will advise high net worth individuals based across Yorkshire and the North of England on all aspects of their personal tax, with a particular focus on trusts, landed estates and family wealth structuring.
10/16/2025
The hires include Manuel Philipp, who takes charge of the entrepreneurs and executives desk in Zurich.
10/16/2025
Her role is to develop strategic relationships with global asset managers and general partners, supporting Clearstream's mission to provide world-class fund distribution services in global wealth management.
10/15/2025
In his expanded role, Ashwin will oversee how learnings from data and AI can be further integrated into the design and delivery of Macquarie’s leading digital banking experiences.
10/15/2025
J.P. Morgan Private Bank Announced the Addition of Antonio López Doddoli to Its Latin America Team as Vice President and Banker at Its Houston Offices
10/15/2025
He will assume his position on October 27, 2025, succeeding Anton Stadelmann, who, as previously reported, is leaving the company at his own request.
10/15/2025
As COO, Cole will support ZILO’s global expansion drive and implement processes and systems to prepare the company for the next stage of its development.
10/15/2025
She brings a depth of local expertise, having grown up in the region and worked with some of Manchester’s most successful entrepreneurs.
10/15/2025
The former Credit Suisse executive has been appointed CEO of an organisation that aims to help close Asia’s US$815 billion climate finance gap.
10/15/2025
The senior banker worked in the external asset manager space for several years before breaking away from the industry.
10/15/2025
Seasoned wealth management leader joins $86 billion RIA to accelerate partner firm success and growth
10/14/2025
In the role, he will provide senior counsel for the firm on long-term growth, market expansion, service innovation and complex wealth structuring.
10/14/2025
Appointment Reinforces Commitment to Client Service, Better Member Outcomes
10/14/2025
Maxime Deherly joins the Swiss asset management company after more than 15 years at Ecofi.
10/14/2025
Sir Michael Snyder remains a client and shareholder in the business as he steps down after three years.
10/14/2025
BNP Paribas names Yusuf Savmaz as wealth management CEO for Switzerland, after acting on interim since June.
10/14/2025
The hires, based in Frankfurt and London, join from firms including UBS and Western Asset Management.
10/14/2025
In this position, Mr. Trihy will lead the expansion of Wellington’s evergreen private investing capabilities for private wealth clients.
10/14/2025
Florian Komac has left GAM, leaving two funds he used to manage in the hands of Daniel Rossacher and Tolga Yildirim.
10/13/2025
In his role, he will assist clients with personalized financial planning, individual retirement accounts, employer-sponsored retirement plans, investment brokerage services, college savings plans, trust accounts, charitable giving solutions, life insuranc