05/16/2021
The price of DOGE surged partly thanks to the attention it received from various celebrities including Tesla CEO Elon Musk, Kiss singer Gene Simmons, and billionaire Mark Cuban.
05/14/2021
Prior to joining KB Financial, Julie managed the outsourced family office needs of Goldman Sachs ultra-high net worth clients.
05/14/2021
It is understood part of the reason for his departure is due to a change in strategic direction at Citi.
05/14/2021
Broadening out leadership at the top of the strategy, David Lewis is promoted to co-Head of Strategy, Independent Funds, working closely alongside long-standing team head John Chatfeild-Roberts.
05/14/2021
Roth, who is based in Zurich, is developing alternative investments alongside Jerry Pascucci, who is based in New York.
05/14/2021
As AnaCap completes acquisition and announces management changes
05/13/2021
The team, which calls itself the Kline Zemachson Richman Group, is led by Marcus Kline, Scott Zemachson and Todd Richman, who ranked 224th, 204th and 215th on Forbes’ list this year of best-in-state advisors.
05/12/2021
Mr. Lyden-Horn is based at the Wilmington, Delaware offices of Evercore Trust Company and will work closely with colleagues at Evercore Wealth Management and Evercore Trust Company across the United States.
05/12/2021
In this role, he built a consulting business focused on the needs of wealth and asset managers in Hong Kong Special Administrative Region (HKSAR) and mainland China.
05/12/2021
Maroutsos, who also co-manages Janus Henderson’s Absolute Return Income and Global Multi-Sector fixed income strategies, is set to leave the group on 1 October.
05/12/2021
The new hires are in both Singapore and Hong Kong.
05/12/2021
As NED at Wealthify, Bhargava will draw on his decades of wealth, investment and technology entrepreneurialism to help accelerate growth of the platform.
05/11/2021
Maarten will be appointed on 1 October 2021 as Chairman and member of the Management Board.
05/11/2021
The team has the capability and experience to drive the transformation of the AMP Australia business, and each has the attributes to lead a high-performance culture.
05/11/2021
The team in Roseville, led by brokers Jason Arnold, Tom Mulvaney and George Chuchas, left Merrill for UBS Wealth Management USA on Friday.
05/11/2021
Nigel joins Mattioli Woods from Platform Securities, where he spent the last 14 years, including the last 5 years as CEO.
05/11/2021
She will also sit on the executive board and lead the company’s shared services department which includes legal and compliance, tax, IT, finance and controlling and internal services, the firm announced.
05/11/2021
AMP Australia chief executive officer Scott Hartley said the move was designed to increase performance and add greater efficiency via a flatter structure.
05/11/2021
His varied experience in the fields of valuation, investment advisory and investment management provides Spearvest’s clients with deep real estate knowledge and advisory capabilities.
05/11/2021
J. Safra Sarasin is looking to hire, Chairman Juerg Haller told finews.asia two months ago.