05/05/2022
UBS Nets Southeast Asia Wealth Planning Veteran
Michelle Lau will join UBS Global Wealth Management as its head of wealth planning, Southeast Asia.
05/05/2022
Michelle Lau will join UBS Global Wealth Management as its head of wealth planning, Southeast Asia.
05/05/2022
Brings extensive experience supporting advisors in transition from prior roles with United Capital and Goldman Sachs
05/05/2022
We’re extending our expertise in client lifecycle management
05/05/2022
He previously served as Head of Risk for both Standard Bank and Deutsche Bank International and was a Senior Manager at KPMG Forensic.
05/05/2022
He previously worked for Royal London Life Company, who he had been with for 14 years, servicing advisers in the Southwest and Wales during his time there.
05/05/2022
Previously, Richard practiced as a funds lawyer with asset management and wealth management institutions in Luxembourg and London.
05/05/2022
Harry Southwell is based in Guernsey and joined Canaccord Genuity in 2014.
05/05/2022
Meanwhile, UBS GWM has hired a head of wealth planning in the region.
05/05/2022
She also works with philanthropists on tax and other issues related to charitable giving and establishing new entities.
05/05/2022
He spent the majority of his tenure at JPM working within its Endowments and Foundations Group
05/04/2022
She will take up her position on 1 August, succeeding Marie-Gabrielle Ineichen-Fleisch, who is stepping down at the end of July after around eleven years in the post.
05/04/2022
Christopher’s appointment also follows a buy recommendation for Kingswood Holdings from finnCap
05/04/2022
The Federal Council has appointed Martin Schlegel as Vice Chairman of the SNB Governing Board for the remainder of the 2021-2027 term of office.
05/04/2022
He will start in August as head of Swiss equities and report to René Nicolodi, head of equities and deputy head of asset management.
05/04/2022
Mathias Paulus, who previously worked on Pictet's Latin America desk, recently joined the Spanish group's private bank.
05/03/2022
He also previously worked at UBS and Notenstein La Roche.
05/03/2022
Over her career, Rosalyn has been recognised as an influential business leader and has received numerous accolades.
05/03/2022
Alice Johnson is also promoted, becoming an Associate.
05/03/2022
Thomas joined Northern Trust in 2004 and served in several executive roles over his tenure, including as a member of the Asset Management executive team since 2008 and as a member of the Management Group since 2017.
04/29/2022
We are delighted to welcome two more institutions to our ranks.