04/08/2022
In their new roles, they will help to boost BNPP AM’s ETF franchise in the German market, strengthening coverage within wealth management, private banking, asset management and retail distribution.
04/07/2022
Prior to JPM, Salinas Santos was a managing partner at Mexican private equity and family office firm Adas Capital for eight years.
04/07/2022
Cereceda entered the financial services industry in 2006
04/07/2022
He was proposed to GAM by major shareholder Jörg Bantleon.
04/07/2022
He will continue to manage his Swiss equity fund in his new role.
04/07/2022
The company said it has seen increased demand from Asian intermediary investors and private banks, particularly for income-focused, alternative and ESG-related investment services.
04/07/2022
The executive management team, currently reporting to West, will report to Hicke effective June 1.
04/06/2022
Newly created role to accelerate growth plans
04/06/2022
Richard also has considerable involvement in private trust companies, family constitutions and succession planning.
04/06/2022
he team also includes Steven Cangialosi, vice president and private wealth advisor; Sean Reidy, vice president and private wealth advisor; and Kelly Flaherty, senior vice president and director of operations and onboarding initiatives.
04/06/2022
He first arrived at Happy State Bank in March 2017 as SVP & Director of Operations and was responsible for the daily operations of the bank, including deposit operations, training and information technology.
04/06/2022
Before joining Standard Chartered, Ho headed Citibank's insurance business in Hong Kong after joining the bank in 2006 as a management associate.
04/06/2022
He joins the internationally active Fintech Estating as a consultant.
04/06/2022
In his new role as head of the firm’s Professional Services business, he will have overall responsibility for client teams working across Assurance and Business Services, Tax and Advisory.
04/06/2022
Sarjul is able to draw on his knowledge and experience to navigate clients through their US/UK tax obligations
04/06/2022
At Tilney Smith & Williamson, Martin will work as part of the firm’s team of financial planners across the country with specialist knowledge and experience to help medical professionals with their complex financial needs and circumstances.
04/06/2022
Bruno is a financial veteran with 30 years of experience in the industry.
04/06/2022
She has also been a member of the National Council for the Swiss People's Party (SVP) for over ten years.
04/06/2022
Alexander F. Stern, President of Lazard, to Retire From the Firm at Year End After Nearly 30 Years
04/06/2022
Jens-Daniel Hauske joined Carmignac in 2016 as business development director.