02/12/2025
Wunderli will develop wealth.com's estate planning, tax analysis and wealth transfer solutions for ultra-high-net worth families, hand in hand with strategic partners
02/12/2025
They are both based in the Jersey office
02/12/2025
He joins Rothschild & Co from Citi, where he was Managing Director and led Citi’s financial sponsors business in Australia and New Zealand.
02/12/2025
Based in Singapore, he reports to Bernie Wai, Citi's Asia head of family office group.
02/12/2025
Based in Hong Kong, Pak-Seng Lai will lead the firm’s private wealth secondaries business in Asia Pacific.
02/12/2025
Jane Swan promoted; Roraj Pradhananga serves as chief investment officer
02/12/2025
Steve’s career within the family office, trust and asset structuring sectors spans over 25 years.
02/11/2025
Based in the Newcastle office, Young joins from GFW and has also previously worked at Johnson Tucker and BNP Paribas Real Estate.
02/11/2025
He also contributed to the implementation of development plans around Artificial Intelligence that will enable the Group to pursue its strategy in this field.
02/11/2025
Most recently, she was head of platform proposition strategy at M&G Wealth.
02/10/2025
With over three decades of industry experience, Tony joins ZEDRA from The Davies Group, where he held the role of Group CFO for 12 years.
02/10/2025
This personnel decision underlines Helvetica’s strategic focus on financial stability, sustainable growth and operational quality.
02/10/2025
He has an in-depth knowledge of our business and has proven his abilities to build diverse teams, engage the organisation at scale and successfully deliver numerous tech-enabled and employee-focused initiatives.
02/10/2025
It is understood that Alex Charalambous left Brooks earlier this year.
02/10/2025
“These appointments mark an exciting chapter for the business as we accelerate growth and elevate our banking and advisory capabilities to unique market segments
02/07/2025
Beck to take up role as firm’s managing director for Europe from March
02/07/2025
Emea private bank CEO Pablo Garnica will take over as UK interim boss until a successor is lined up
02/07/2025
The former team head returns to Singapore after more than a year's stint in Luxembourg.
02/07/2025
James brings an enterprise-focused approach, and an international track record of driving business growth and delivering digital transformation.
02/07/2025
The election still has to be confirmed by the Cantonal Council in the spring session, which is considered a formality.