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
10/13/2025
The lawyer, who worked for many years as a legal consultant in the Basel pharmaceutical industry and sits on several boards of directors
10/13/2025
Burgess was also a founding board member of the Investor Forum, chair of the Investment Committee at the Investment Association, and a member of the Kingman Review advisory panel.
10/13/2025
Benjamin Benson exits after a year.
10/13/2025
In 2022, Terry transitioned to head of UK & Ireland distribution, where she has delivered strong leadership and strategic clarity
10/10/2025
An appointment process to find Mike’s successor has started.
10/10/2025
In his new role, Devin will focus on providing bespoke advisory services to ultra-high-net-worth individuals, offering them the discretion, confidentiality, and personalised attention that define the Private Office experience.
10/10/2025
The business has begun the process of recruiting a successor.
10/09/2025
Both will be based in the bank's offices located in downtown Miami and will report to Catherine Lapadula, managing director/market executive of UBS Florida International
10/09/2025
New hires bring a combined 56 years of wealth and financial planning experience to firm’s enhanced client proposition.
10/09/2025
In his new role, Dominique will be responsible for shaping and executing Vontobel’s global corporate communications strategy, including media relations, internal communications and investment PR.
10/09/2025
The Board of Directors of PostFinance has elected Christian Mähr as the new Chief Development and People Officer and a member of the Executive Board.
10/09/2025
The wealth manager is appointing a new European head and a new president for the Swiss unit.
10/09/2025
In this role, Srajan Gupta will report to Achal Aroura, Head of MFO and will focus on strengthening Klay Capital’s multi-family office platform
10/09/2025
He succeeds Shipra Singh, who has assumed a new position within Microsoft as HR Director for Enterprise Partner Solutions.
10/09/2025
The sales head for BNY's multi-boutique joins from American Century Investments and will be based in New York.
10/08/2025
Over the past five years, he has successfully managed a range of Isola Capital’s liquid strategies, which have delivered strong performance despite volatile market conditions.
10/08/2025
Truist Wealth names Joe Levi North Texas Regional Managing Director, hires Erik Carrington as Houston and Central Texas Regional Managing Director
10/08/2025
Ecosystem of Capabilities and Focus on Business Expansion to Drive Strategic Growth
10/08/2025
Barclays appointed an Executive Director for Fixed Income in Switzerland just last July. After just three months, he left.