07/17/2023
Roopali returns to Sanctum after a stint as the Chief Investment Officer with JM Financial, where she oversaw client portfolios and managed products and solutions for the Private Wealth group.
07/17/2023
He will leverage his extensive experience in securities services and financial technology
07/17/2023
In the new role, he will report to Mark Carlile, head of wholesale, Australia and New Zealand.
07/17/2023
In this function, he is responsible for the expansion of the wholesale business and business relationships with sales partners in Germany
07/17/2023
He comes from the French fund house Natixis Investment Managers.
07/17/2023
He will report to Stéphanie Paix, Chief Executive Officer of Groupe BPCE’s global businesses.
07/17/2023
She joins from Nutmeg, where she was executive director of wealth services.
07/17/2023
Ozlem has more than 25 years’ international banking experience, across a number of leading international financial institutions in a range of corporate, private and retail banking roles.
07/17/2023
Candice Price has been appointed as Head of Risk and Compliance in Guernsey.
07/17/2023
The private banking activities will now be divided into five main areas, with the incorporation of wealth management offerings in different regions alongside personal banking in Germany.
07/14/2023
The new management structure puts an emphasis on connecting wealth and corporate banking services for UHNW clients as part of the ‘one bank’ offering.
07/14/2023
Research analyst Stanislas Buiatti has been assigned as the fourth investment manager on the popular thematic strategy.
07/14/2023
Christian Ansorg, former client adviser for wealth management, has joined Asserta Asset Management after 11 years at UBS.
07/14/2023
His ambition is to showcase Julius Baer leading the way in technology and digitisation, through upskilling its teams, continuing to grow the business and improve client experience.
07/14/2023
The newly established role focuses on the expansion of Rothschild & Co’s Equity Markets Solutions business in North America
07/13/2023
She has also added to the family-oriented atmosphere that is already integrated within Galiano Wealth Management Group.
07/13/2023
German retail head Lars Stoy will oversee wealth management and private banking in Germany
07/13/2023
HSBC is looking to leverage its internal talent and client pool as a base on which to build its private banking business in India.
07/13/2023
Gordian Giger joins as market head at the Zug-based wealth management consolidator firm.
07/13/2023
She will report to Managing Partner Markus Zwyssig .