08/24/2022
These new appointments, with their deep experience in international financial services and strong understanding of key markets, bolster Indosuez's suite of wealth management offering in the Greater China and Southeast Asia markets where it has a grow
08/24/2022
They’ve operated at Stifel as the CBC Wealth Management Group.
08/24/2022
Helvetic Trust is strengthening its Bern branch with two senior partners and one account manager.
08/24/2022
The team will act as the third offering under RFO’s Advanced Wealth arm alongside the private equity and structured investment solutions team.
08/24/2022
She will lead the EMEA management team to realise the business’ next phase of growth
08/23/2022
Gregory is a chartered financial planner with experience in growing academies and IFA teams across the UK.
08/23/2022
He will report to Andrea Lisher
08/23/2022
Tier One Capital is the appointed investment adviser and fund manager for the London Stock Exchange listed Develop North, which provides secured loans to residential and commercial property development primarily in the North of England and Scotland.
08/23/2022
Sarasin & Partners expands the remit of one investment manager while promoting another in the wake of a departure.
08/23/2022
She also worked for several years as a client advisor at the Geneva-based private bank Lombard Odier.
08/23/2022
Richard Pike is replacing Jim Wood-Smith, who has stepped down from front-line investment management.
08/23/2022
Connection Capital hires Peter Knight as private clients demand more individual private equity deals.
08/23/2022
She has more than 22 years of wealth management experience
08/22/2022
Gabriel Aractingi, a former executive at UBS and Bahrain’s Investcorp Bank was appointed in the team as head of the Middle East and North Africa region for the private banking division, earlier this year.
08/22/2022
[Foy] will work closely with our regional and global infrastructure coverage team.
08/22/2022
Perez earned his Masters of Business Administration in Finance from the University of Rochester, as well as his Bachelor of Arts in Economics from Rutgers University.
08/22/2022
Dixit Joshi rejoins Credit Suisse, taking up the role of CFO on October 1, 2022.
08/22/2022
She most recently worked in sales for ODDO BHF Asset Management.
08/22/2022
Speaking about his appointment, Gregory said: “I am delighted to have joined Ascot Lloyd at such an exciting time as the business continues to expand."
08/22/2022
He’s equally comfortable with all alternative asset classes as well as open-ended funds and has sat on several client boards in these sectors.