06/27/2023
Mark and Stephen join the UBS Greater Boston Market managed by Jim Ducey, and will be located in the Boston Private Wealth Management office, reporting to Market Director Max Bardeen.
06/27/2023
In his new role, James will be responsible for the management and control of market, operational, compliance and legal risks related to the Guernsey branch.
06/27/2023
Marcus Vertue joins its London head office
06/26/2023
Jerry was previously Global Head of FX Options Trading at Barclays and is taking on this expanded role.
06/26/2023
He had been chief executive of Sandringham since 2015 and before that was chief executive of James Hay where he was involved in its sale from Santander to IFG Group.
06/26/2023
Fairstone has over 50 locations across the UK with a head office in Newcastle and a large London presence in its City office.
06/26/2023
The new hire joins as an equity partner and brings many years of experience working with wealthy clients in the region at Goldman Sachs and UBS.
06/23/2023
In addition, SSF members elected Christine Gugolz, an experienced sustainability specialist from UBS, to its board.
06/23/2023
The review will enable the Treasury and FCA to gather a detailed understanding of how the boundary is operating and what the impact is on consumers.
06/22/2023
In the role, Lee reports to BNP Paribas Wealth Management APAC CEO Arnaud Tellier as well as BNP Paribas Hong Kong CEO Hugo Leung.
06/22/2023
LGT Wealth India has made two former Credit Suisse hires, amid ongoing integration with UBS.
06/22/2023
Previously, Ross was Head of Infrastructure at Bravura, where he developed the cloud proposition and worked with multiple clients to direct their transition to cloud technology.
06/22/2023
As part of his role, Mr. Sweeney also serves on PineBridge’s global senior leadership team.
06/21/2023
He also will support expansion of the firm’s Small and SMid Cap platform, including the launching of new strategies and vehicles.
06/21/2023
These new hires represent the latest part of Mirabaud Group’s expansion strategy to provide a strong commitment to its UK wealth management clients.
06/21/2023
He joins the sustainable investment specialist from Macquarie Asset Management as long-term successor for David Li, who died last year.
06/21/2023
Gregg and Jason are joined by Client Service Associate Saba Lak.
06/21/2023
She focuses on developing and overseeing every detail of successful client relationships, offering highly sophisticated goals-based financial advice on all aspects of her clients’ balance sheet.
06/21/2023
She is based in New York City and will work directly with ultra-high-net-worth client families and their other advisors, delivering comprehensive strategic wealth planning and fiduciary services.
06/21/2023
Fleming will not be replaced, as Martin Gilbert and Gary Marshall take on his responsibilities.