09/26/2023
The team reported having served approximately $260 million in advisory, brokerage and retirement plan assets*, and joins LPL from Corebridge Financial, formerly Valic, part of AIG.
09/26/2023
The composition of the Bank Council is based on the parliamentary group strengths in the cantonal parliament.
09/26/2023
In the private banking sector, there is a clear trend of redirecting leadership focus towards South and Southeast Asia.
09/26/2023
The two will both report to chairman Derrick Tan.
09/26/2023
Internal candidate Benoît Teutsch takes over from the departing David Saliné at the bank.
09/26/2023
Florian Brunner joined GVA Associés this September.
09/26/2023
The investment specialist has more than 20 years of experience in the areas of private banking and wealth management products and solutions.
09/26/2023
The approval of the supervisory authorities has already been received.
09/26/2023
Appointments of Helen Lam and Gaven Koh will bolster the Group's operational excellence and regulatory compliance initiatives
09/26/2023
He will also work alongside Duccio Marconi
09/26/2023
David Blake joins Canaccord after eight years with Rathbones.
09/25/2023
Alexandre Bouchardy and Tarik Garidi have moved to Weisshorn Asset Management in Geneva.
09/25/2023
Selina Keshavji will be replacing Jerome Leclere as head of centralised advisory at Lombard Odier.
09/25/2023
Alpen Partners featured in Citywire Switzerland’s Top 50 Independent Asset Managers 2023.
09/25/2023
They will take office next January.
09/25/2023
She will work closely with David Bajada, Investment Director for Private Equity at Schroders Capital, as well as the broader Asian private equity team.
09/25/2023
Experienced international wealth management specialist to join private banking group’s leadership team amidst growth drive
09/22/2023
They join the UBS Soundview Wealth Management Market, led by Mara Glassel, and will be based in the firm’s Greenwich, CT office, managed by Erin McDonald.
09/22/2023
The deal was first announced in April, and involves an all-share combination of Investec Wealth & Investment UK and Rathbones, that leaves Investec holding 41.25% in the enlarged Rathbones business.
09/22/2023
The departure follows a reorganisation of the firm’s global fixed income and currency desk.