07/11/2023
This appointment demonstrates the company’s commitment to rolling out best-in-class data management solutions to empower the financial services sector.
07/10/2023
Anne moved into wills and estates work at Conyers after the retirement of Senior Attorney Harry Kessaram earlier this year.
07/10/2023
He will report to Kathy Sutherland, Chief Executive Officer and Partner at GoldenTree.
07/10/2023
Markus Rauber, who spent 16 years at Bank Linth, departs as the company restructures after its purchase by Liechtensteinische Landesbank.
07/10/2023
Yvan Roduit is an internal promotion, and his previous position is still vacant.
07/10/2023
He will be reporting to Wim Ritz, Global Head of Funds.
07/10/2023
Her primary focus will be to deliver personalized advice to affluent clients in the region and provide highly tailored services to high-net-worth individuals living and working overseas.
07/10/2023
He reported having served approximately $400 million in advisory, brokerage and retirement plan assets*, and joins LPL from Ameriprise.
07/07/2023
Credit Suisse's former Latin America head Marcello Chilov is taking over from Sylvia Coutinho who has been promoted to a new senior role.
07/07/2023
She previously served as a Senior Principal at ghSMART, supporting investors and CEOs on key leadership and organizational challenges, including management due diligence and leadership succession.
07/07/2023
Gregory Pool Joins Eight-Member NewEdge Team in Brickell Neighborhood
07/07/2023
This includes the appointment of five ex-Credit Suisse bankers to senior roles in the Asia Pacific region.
07/07/2023
Citywire Top 100 fund selector Julia Warrander has left her role at Affinity Private Wealth 12 years after founding the business.
07/07/2023
Senior appointment supports continued growth of Global Advisory business.
07/07/2023
She has expertise in tax preparation and planning and works with clients to optimize their tax planning, compliance, and financial strategies.
07/07/2023
The bank sees traditional and digital assets coexisting in the future and is reinforcing the new business line two years after going live with a crypto offering for its private clients.
07/06/2023
In this newly created role, Matthew will spearhead efforts to drive revenue acceleration, achieve profitable growth and expand market share.
07/06/2023
He joins after five years at Rathbones Group, latterly as Head of Client Development.
07/06/2023
Prior to this he spent 5 years at Aberdeen Standard Investments as 3rd Party & Major Distribution Director and has also held senior roles at AXA Elevate and Cofunds Ltd.
07/06/2023
Laura joins Nucleus after seven years at NatWest Group as managing director of strategy for Coutts.