02/01/2023
She will provide additional value to PNC Private Bank Hawthorn clients by emphasizing a holistic approach to issues surrounding family dynamics, communication, governance, education, conflict resolution and coaching.
01/31/2023
Previously, she also spent over 10 years with Aberdeen in its indirect real estate team.
01/31/2023
Throughout his successful 25-plus year career at CIFS in Puerto Rico, he worked in a variety of leadership positions including Regional Sales Principal, Regional Sales Manager, and Head Trader.
01/31/2023
He started his career as a financial adviser at Britannia Building Society and Legal & General before moving into senior management roles where he was responsible for key national distribution relationships.
01/31/2023
Credit Suisse’s Latin America desk in Switzerland has suffered another bout of exits from its private banking unit just a few months after losing one of its regional teams.
01/31/2023
She is a trusted and knowledgeable professional who is well versed in complex matters within tax, making her a valuable asset to the team.
01/31/2023
Prior to her role at Postfinance, she worked in business development at Migros Bank.
01/31/2023
He has worked for BNP Paribas since 2004, most recently managing the financial intermediaries and Latin America markets in the Swiss wealth management division.
01/31/2023
Nick was a Partner with various law
01/30/2023
He was appointed as market group head Indonesia and Malaysia in November 2022 as part of a broader reorganization of the APAC wealth business.
01/30/2023
We believe we have the strongest platform for Private Wealth Advisors in the industry
01/30/2023
David and Sean will join the UBS Greater New England Market, managed by William Cholawa and Weisner Perez, and will be based in the Hartford, Connecticut office.
01/30/2023
There is increasing demand for pensions solutions in Switzerland, providing growth potential for the Wealth Management business in this area.
01/30/2023
In these positions, he will lead the Bank’s Swiss business in Geneva and coordinate the collaboration between all functional and divisional heads locally.
01/30/2023
The CEO of LGT Bank (Switzerland) Heinrich Henkel has stepped down after six years in charge of the association.
01/30/2023
Prior to this, Dr Minio Paluello led the integration of sustainability into product solutions at Lombard Odier following more than a decade at Goldman Sachs Asset Management, where she led quant strategy across client portfolios.
01/30/2023
Throughout his career, Johanes has demonstrated a successful track record in managing, leading, growing and nurturing teams of Relationship Managers and wealth management specialists.
01/27/2023
Jörg Gasser informed the Chairman at the end of 2022 that he intends to pursue a new career direction this year.
01/27/2023
Atria's Head of Financial Institution Channel, Valorie Seyfert, set to retire at end of February
01/27/2023
Previously, he also worked at ABN AMRO Asset Management (Singapore) and Nomura Islamic Asset Management Sdn. Bhd (Malaysia).