05/28/2021
Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the launch of a new advisory team based in their New York City headquarters.
05/28/2021
Prior to SBSB, Karen held senior positions at U.S. Trust, Pitcairn Family Office and Rockefeller Capital Management.
05/28/2021
The team had managed $420 million in assets and generated about $1.4 million in annual revenue, confirmed Emile, who was reached at his new office on Thursday.
05/27/2021
Schroders Personal Wealth strengthens business development team
Marcelo brings a wealth of experience to the role, having previously held senior management positions at Royal Bank of Scotland and Lloyds Banking Group
05/27/2021
UBP hires chief for German and Austria AM arms
Body will start on his new role on 1 June and reports to Nicolas Faller, co-CEO of Asset Management and head of institutional clients.
05/27/2021
The head of the corporate customer unit since the start of 2020, Juerg Buehlmann’s, chances of landing the job are not considered high.
05/27/2021
The latter blew an $4.7 billion hole in its profits in the first quarter and prompted a swift cash call from staunchly loyal big shareholders as well as some super-wealthy individuals.
05/27/2021
New appointments strengthen Hawksford’s global corporate offer
Darren joins Hawksford from a director role at Fairway Group
05/26/2021
Marie, Steve and Matt each bring professional fiduciary, wealth planning and investment expertise which complement our Active Wealth framework in helping existing and new clients preserve and grow their wealth.
05/26/2021
GAM Strengthens Presence in Asia
Terence’s appointment and the establishment of an office in Singapore underscores the importance of the Asia-Pacific region
05/26/2021
Vontobel recruits former Switzerland deputy attorney general
She gained valuable experience in legal and regulatory topics in the context of the custody of digital assets.
05/26/2021
The company received an expanded licence from Finma last week.
05/26/2021
The bank stated that the change is being announced early so that it can plan the succession process carefully.
05/26/2021
The early announcement of the change of CEO enables the bank a careful and optimal succession plan.
05/26/2021
In his new role, Robinson will join the existing HNW team based in Manchester, working closely with the research team, investment analysts, advisers and other investment directors to offer excellent service to CBAM’s clients in the region.
05/26/2021
Prior to joining IQ-EQ, Edward worked in a consultancy role for a world-leading Swiss financial advisory group.
05/25/2021
The first fund is planned to be launched before the end of the year with an intended cornerstone investment from HSBC.
05/25/2021
Reyl appoints Zurich head
Reyl Zurich serves high-net-worth clients residing in Switzerland, Europe, the Middle East and Asia.
05/25/2021
She most recently served as managing director at Abbott Downing, a Wells Fargo division that provides customized wealth management solutions to ultra-high-net-worth clients.
05/25/2021
In his new role Landry serves as director of advanced planning for Credent, a newly created position.