02/08/2023
Guillermo Moreno Fontaneda joins with immediate effect to meet increasing demand from clients following the launch of Rothschild & Co’s Wealth Management business in Spain in 2021
02/08/2023
The private bank puts fresh faces into leadership positions following first full-year profit.
02/08/2023
REVEALED: Sam Konrad will work alongside Jason Pidcock to manage the £1.1bn fund.
02/08/2023
Roland Inauen, who worked in the cantonal bank for more than 22 years, will assume the head role at the private banking international branch in St Gallen.
02/08/2023
Ricky joins as a Director in Sionic’s specialist Asset Management Practice, with a focus on expanding the firm’s reach across the buyside, including in North America.
02/07/2023
Senior Wealth Advisor joining from Morgan Stanley takes a high-touch approach to wealth management that meshes seamlessly with firm's culture
02/07/2023
Dave Dase, head of franchise relationships, will take over for Duran, who will still work with the firm on a new coordinated effort to bring Goldman’s capabilities across divisions to the RIA community.
02/07/2023
Lovell joins Citi Private Bank alongside ex-Sanlam colleague Andrew Lewis.
02/07/2023
Thorpe replaces Neil Johnson, who is retiring after 16 years with True Potential.
02/07/2023
Aymeric Forest departs
02/07/2023
She previously played an instrumental role in regional and institutional growth strategies for market leaders in the crypto industry, a global derivatives exchange and prime broker.
02/07/2023
This expansion of the Management Board underscores the sustained growth of the bank in Germany.
02/07/2023
Alan Carruthers resigns to fully recuperate
02/07/2023
The Belvédère board will be composed of Rolf Boegli, David Garcia, Urs Gauch, Martin Landolt, and Martin Scholl
02/07/2023
Rising star takes top position at Swiss group with former boss moving to new director post within chief investment office.
02/07/2023
Two former IBM employees have joined Metaco.
02/07/2023
Belvédère Asset Management will also appoint a new chairman in May, subject to regulatory approval.
02/07/2023
Pictet also announced that Managing Partner Bertrand Demole has decided to step down on 30 June of this year after 22 years at the firm.
02/06/2023
Global professional services provider announces new appointment to support the continued growth of its burgeoning corporate division.
02/06/2023
This esteemed position will allow DiCapua to bring his extensive experience in finance and investments to the Foundation, which supports the educational mission of SUNY Orange.