07/21/2022
The Private Wealth Management firm Chase Buchanan has recently appointed ex Standard Life, Paul Lanigan as Head of Global Sales, reporting to Group CEO Lee Eldridge.
07/21/2022
The Board wishes to thank Peter Fanconi for his great success in substantially accelerating the bank’s growth momentum and executing the bank’s strategic plans.
07/21/2022
Jörg Eigendorf has been a leading figure for some years now in driving our bank’s sustainability strategy.
07/21/2022
She will report to Colin Graham, Head of Multi Asset Strategies and Co-Head of Sustainable Multi Asset Solutions and will be based in London.
07/21/2022
He will replace Gérard Haeberli, who has held the position since 2009 and will retire on 31 December after a two-month transition period.
07/21/2022
Steve Fragnière, Head of Swiss Large Corporates in the region, will take over as Head of Region Suisse Romande at Credit Suisse from Christian Steinmann with effect from August 1, 2022.
07/21/2022
He will take on the role of head of equity fund research after being promoted from his role as investment analyst at CGWM UK.
07/21/2022
She holds a Master's degree in Corporate Governance and is an Associate of the Chartered Governance Institute.
07/21/2022
Two gatekeepers have left the RBC Global Wealth Management manager research team in the last month.
07/20/2022
Mitra has 15 years of experience handling institutional clients, most recently at HSBC Global Markets where he was the ASEAN co-head of institutional & wealth sales.
07/20/2022
Industry veteran Jason Catlender will help firm recruit ultra high net worth advisors
07/20/2022
In the new role, Dropkin is charged with driving best-in-class investment performance in Asia Pacific, Fidelity said.
07/20/2022
Prior to moving to Vila Rica, Chicayban was Citi Private Bank’s global market manager for the New York area where he oversaw a team of around 60 advisors.
07/19/2022
Based in Hong Kong, Li reports to global head of wholesale Thorsten Michalik and chief executive for APAC and Hong Kong Daisy Ho.
07/19/2022
Former Fieldpoint Private Managing Director Tom Hakala joins Snowden Lane’s NYC headquarters.
07/19/2022
He is switching from the sales and product side to work as a private banker covering Brazil for JPM
07/19/2022
Natixis Investment Managers appoints Helen Yang as chief representative and head of China
07/19/2022
Prior to joining BNY Mellon Wealth Management, Brian was at Morgan Stanley for 12 years, where he most recently served as executive director, head of Cash Management & Bank Accounts.
07/19/2022
Blackstone Resources AG is a Swiss holding company based in Baar
07/18/2022
Prior to working at Credit Suisse, Horta-Osório led British bank Lloyds back to profitability following the 2008/09 financial crisis.