11/18/2021
«[The appointment] provides a solid foundation to continue to transform and exponentially grow our insurance franchise as we aim to scale up our wealth capabilities globally, particularly in the Greater Bay Area, mainland China, ASEAN and India,&
11/18/2021
SZKB private banking manager pursued internal leadership program.
11/17/2021
She brings an international background in fund distribution and management and in business development
11/17/2021
Chohan takes responsibility for research and investment strategy for Quilter Cheviot’s AIM portfolio service
11/17/2021
As of November 1, Rockefeller managed more than $85 billion in client assets across its three business segments
11/17/2021
He had informed the bank earlier this year of his departure after 14 years with the bank.
11/17/2021
Warakirri Asset Management has announced the appointment of a head of private wealth.
11/17/2021
He will also drive the company's culture, values, and behaviour, while building up a high performing team passionate about catalysing scalable sustainable solutions.
11/16/2021
Based in Singapore, Eugster will continue reporting to Philippines market group head Marcus Slöör.
11/16/2021
Kevin Mayo CFP®, MBA promoted to Managing Director of Falcon Wealth’s Ontario Headquarters
11/16/2021
The sovereign wealth fund has increasingly turned its gaze toward tech investments of late, particularly the growing digital assets sector.
11/16/2021
Pensexpert has promoted Alan Mastria as the new head of the Northwestern Switzerland region on November 1st.
11/16/2021
Schappler will take over the management of the private debt strategy.
11/16/2021
She will join AMAG Leasing as managing director in January 2022 and, as a result of this, she has been giving up her board mandates.
11/16/2021
India brings 25 years’ experience in financial services
11/16/2021
Mandy earned a Bachelor of Arts and a Master of Business Administration from Wheeling Jesuit University.
11/16/2021
Michaela has all the requisite business-oriented knowledge which will allow her to seamlessly assume her CEO responsibilities.
11/15/2021
In Singapore, Pictet Wealth Management (PWM) has formed a new team covering North Asia with three former UOB private bankers.
11/15/2021
He will also lead efforts to identify new opportunities to further develop Allfunds´ business in North Asia and complement the efforts of the commercial team in Singapore who currently works with top-tier clients in other countries in the region.
11/15/2021
UBS’ head of global emerging markets and Asia Pacific fixed income Hayden Briscoe, who co-manages the fund, will take over as lead manager until a successor is found.