01/19/2022
As this wonderful city has evolved, we have positioned our Miami office to mirror the influx of diverse residents with the addition of Gina, Sebastien, Tamara, Jessica and Francesca
01/18/2022
Wealth management firm grows by two
There is over 25 years of experience between the two new team members.
01/18/2022
He joined Citi’s private bank in 2008
01/18/2022
With the appointment of Charpentier, Bank CIC emphasizes its focus on companies and entrepreneurs.
01/18/2022
ZWEI Wealth appoints new partner
He takes care of customer mandates from private and institutional investors in Winterthur and the surrounding area.
01/18/2022
Due to his many years of experience in various management positions in global companies, he has in-depth knowledge of the European business, regulatory and operational environment, as the Geneva-based private bank further announced.
01/17/2022
Barclays appoints Duncan Beattie and Duncan Connellan as Managing Directors of Investment Banking Australia
Duncan Beattie and Duncan Connellan are outstanding additions to our Investment Banking team
01/17/2022
The team will report to Michael Outlaw, national field director of the Rockefeller Global Family Office.
01/17/2022
Under the leadership of Axel Lehmann, the Board and the Executive Board will continue to execute Credit Suisse’s strategy, driving forward the transformation of the bank.
01/17/2022
We are delighted to have been able to recruit two proven sales experts and managers
01/17/2022
Fahy joins the business from Brewin Dolphin Ireland
01/17/2022
Starts in January
01/14/2022
He served as a diversity consultant to EisnerAmper, the Food Bank for New York City, and the American Institute of Certified Public Accountants and also held diversity leadership roles at Deutsche Bank, Eisner, and KPMG.
01/14/2022
Tan has nearly three decades of banking experience with a focus on back-office capabilities.
01/14/2022
Brad Radin and associates join Nicola Wealth in Toronto with a focus on the management of publicly traded International Equities
01/14/2022
UK wealth manager appoints new CEO
Brown Shipley has recorded sustained growth; the firm currently counts 360 staff in eight UK offices, managing some £10 billion in client assets.
01/14/2022
McCann is both a veteran of the U.S. wealth management industry as well as a key person in UBS' post-crisis revival: the Swiss bank was on the brink of selling its American brokerage arm – and then tasked McCann with fixing it.
01/14/2022
A 17-year legal veteran of the Swiss bank responsible for contentious regulatory and complex investigatory work is exiting.
01/13/2022
A partner at the firm since 2014, Charles has more than 20 years’ experience in financial services
01/13/2022
The appointment comes as the Bank reports a strong 2021, with cash deposits growing 29% last year.