10/26/2023
Andy Saperstein to be Co-President and Head of Wealth and Investment Management; Dan Simkowitz to be Co-President and Head of Institutional Securities
10/26/2023
Industry Veteran Brings Expertise Across Financial Services and Multinational Corporate Strategy
10/26/2023
Her role will not include responsibility for the firm’s private bankers, who are housed under JPMorgan’s Asset & Wealth Management division.
10/26/2023
Based in Singapore, he reports to Southeast Asia market head Eleanor Lam.
10/26/2023
James Ayre joins the wealth management group as head of investment for charities.
10/26/2023
The company is also focusing on developing its investment proposition and Maven, its private equity business.
10/26/2023
Geoff Newton, who had been co-head of BMO Private Wealth Canada since June 2022, has departed
10/25/2023
He will take on responsibilities across the firm’s institutional and family office client base and business.
10/25/2023
Organization Continues to Grow its New York Headquarters
10/25/2023
Follows Andrew Brown’s departure
10/25/2023
Ross is based in London and reports to Charles French, Deputy Chief Investment Officer, Listed Investments.
10/25/2023
Widespread changes are being made to the team at the Zurich subsidiary of Frankfurter Bankgesellschaft, the private bank of the German Sparkassen finance group.
10/25/2023
Park has 17 years of investment experience and joined TriState Capital Bank after working with Fidelity Investments as a financial consultant.
10/25/2023
Evelyn Partners, the leading integrated wealth management and professional services group, has announced the appointment of Andrew Moat as a Financial Planner in the firm’s Nottingham office as part of its continued expansion in the East Midlands.
10/24/2023
In the last few years, we’ve made significant strides in supporting more investors across Asia and Europe to meet their long-term financial goals.
10/24/2023
The firm’s proficiency also covers advising business owners in sectors
10/24/2023
The senior portfolio manager departs after a decade at the firm previously known as Smart Investment Management.
10/24/2023
Takes on investment director role
10/24/2023
Alexander Lips and Jean-François Enz have both left Lombard Odier.
10/24/2023
He succeeds Rudy Adolf