06/24/2022
In his new role, Lee will focus on building and strengthening the bank's top client relationships; accelerating key initiatives such as the development of the ultra-high net worth segment; and new client acquisitions.
06/24/2022
As the new CEO of International Private Banking, Hervé Ordioni will lead Edmond de Rothschild's activities in Switzerland, Monaco, Dubai, Israel, and the UK.
06/24/2022
He had been with the Swiss firm for over 26 years, according to his BrokerCheck report.
06/24/2022
Sarah Braun will take over the management of the new market management division on July 1, according to a statement by Bank Cler on Friday.
06/24/2022
In addition to taking on the new role, Khunji will also retain his current responsibilities as managing director and market head of private banking in Bahrain.
06/23/2022
He is leaving the firm, with the group making a senior appointment for its international banking arm.
06/23/2022
A spokesperson for the bank confirmed the contents of the memo.
06/23/2022
Citi appoints Tim Monger as head of the North and East Asia cluster alongside Amol Gupte as head of the South Asia and ASEAN cluster
06/23/2022
In this function, Heinz replaces the previous CEO of Starcapital, Manfred Schlumberger , who is looking for a new challenge, as was further learned.
06/23/2022
He will be asked with growing the firm’s tax and estate planning offering in Asia.
06/23/2022
Baschung played a key role in developing the bank's investment strategy
06/22/2022
25-Year Recruiting Veterans Reunite with New Head of Recruiting
06/22/2022
The appointment underscores the private markets firm's ongoing commitment to be at the forefront of adopting innovative technology solutions
06/22/2022
He will be transferring these tasks as he takes on new, Board-related ones to Ulrich Goeres, who will be moving to the Expert Committee and will assume the position of Expert Committee Chair on an interim basis.
06/22/2022
Previously, he also spent 19 years at Goldman Sachs Private Wealth Management where he was its head of portfolio management group in Asia.
06/22/2022
Expands well-established Technology sector to the East Coast with hiring of Michael Buchbinder in New York and Patrick Mastan in Boston
06/22/2022
Matthew Brennan has left his position as head of investment management at AJ Bell for fund administration firm Valu-Trac.
06/22/2022
She will report into Mark Barrington, Director and Head of Intermediary Sales, and will focus on supporting existing relationships, promoting Waverton's proposition and contributing towards increasing the overall AUM.
06/21/2022
Wealth management firm announces new leadership promotion
06/21/2022
She is the new head of third-party manager solutions for Citi Investment Management.