09/01/2021
The firm has a strong commitment to responsible investment and stewardship and as such ESG factors are embedded across its investment process; so this appointment adds to the experienced resources required to plan strategically as the industry adapts to n
09/01/2021
The new recruit comes from American Century and will take on the management of the €747m global bond fund.
09/01/2021
He will report into Cathy Bryce, Managing Director of Capital Markets in AIB Group.
09/01/2021
There he built a network with private and institutional customers.
09/01/2021
Emmitt Smith, Jr. and Adam Ercoli will lead the firm’s efforts in the Southeast and Northeast
09/01/2021
Switzerland is a strategically important market for the bank, it says in the message.
08/31/2021
In his new position, Sean will lead the management of a new equities-focused fund that is slated for launch in October.
08/31/2021
An accomplished wealth manager and a terrific addition to our growing team of wealth management professionals serving the San Francisco Bay Area.
08/31/2021
In his new role, Maeser will oversee all aspects of the Huntington Private Bank's expansion into the region following Huntington's recent merger with TCF Financial.
08/31/2021
This Global Leadership Team consists of voices across our geographies, segments and functions.
08/31/2021
Bringing experience in both private equity and private wealth management, David will concentrate on building out the firm's multi-family office practice and investment platform. H
08/31/2021
The announcement follows the recent appointment of Damien Fitzgerald as Head of Funds for Guernsey
08/31/2021
The two succeed Conrad Huber who has taken on a new role as business sector head for global wealth management (GWM) China, Singapore, Indonesia and Japan International.
08/31/2021
He will oversee all strategy resources globally and further strengthen coordination and collaboration between Group, regional and country offices to help ensure a solid outline and a consistent execution of the strategy.
08/31/2021
He spent 18 years at Goldman Sachs, most recently as Managing Director, Head of Private Wealth Management, London.
08/31/2021
Other departures include that of Thomas Siegenthaler and Kris Tegg, who both held roles at the Quintet parent group as credit chief and head of offering and distribution, respectively.
08/31/2021
Laura Paganetti-Iaciancio previously worked at UBS for over 27 years, where she held a variety of roles.
08/30/2021
Swiss wealth manager replaces veteran intermediaries head
The Swiss banker replaces Stefano Veri, who has overseen the so-called FIM business globally since 2015 and is retiring.
08/30/2021
This certainly applies to Antonio Horta-Osório.
08/30/2021
Previously, he worked for UBS and J.P. Morgan where he also focused on the UHNW segment.