01/11/2023
With almost 30 years of experience in the Brazilian financial market, Rogerio Zanin joins Lombard Odier from Julius Baer Family Office, where he headed the commercial area and was part of the Executive Committee.
01/11/2023
Most recently, he was a member of the Management Board and Chief Operating Officer (COO) of UBS Europe SE, the bank's European unit, which he left last September.
01/10/2023
Based in Florida and New York, the team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
01/10/2023
Prior to joining 7IM in 2006, Ritchie worked at Phillips and Drew as a charity fund manager and, at Chiswell Associates, managed a portfolio of small-cap UK growth companies.
01/09/2023
In the role, Hu will work closely with the firm’s global network, including the tax and planning team in Tokyo.