09/15/2021
With a reputation as a leader in the UK and international private client space, Nic has over 20 years’ experience of bringing broad and bespoke fiscal governance to High Net Worth individuals and families spanning the globe, with particular expertis
09/15/2021
David Muncaster becomes head of distribution, a new role created to support the firm’s growth.
09/15/2021
Deutsche Bank Wealth Management also hired Sachin Thussu as a director and senior investment advisor.
09/15/2021
Dan brings extensive wealth planning experience to UBS and will help clients with wealth creation events, position management, and cross-asset lending
09/15/2021
The appointees join the Board from a range of firms including some of the largest asset managers in the country
09/14/2021
Her experience in creating client value and delivering results make her well-suited to lead our firm’s integrated marketing and communications through this historic time.
09/14/2021
Previously, he was also a team leader for private client services at Mercer and the North Asia head of fiduciary and trust services at Standard Chartered Private Bank.
09/14/2021
Tilney Smith & Williamson hires two from Quilter Cheviot
Crawford Armstrong and Mark Johnson joined the firm to focus on business development in Scotland and the South of England respectively.
09/14/2021
Gilles Stuck has been with Julius Baer since 2018, when he joined the Bank as Head of Structured Finance.
09/14/2021
More Changes at Credit Suisse's Brazilian Arm
Formerly Brazil's top central banker, Goldfajn joined Credit Suisse two years ago to underpin its investment banking ambitions.
09/14/2021
Goldman Sachs appoints Coleman as new CFO, replacing Scherr
The CFO role did not have much cachet on Wall Street until the 2008 financial crisis, when those executives were explaining the mortgage meltdown and investment losses to shareholders.
09/14/2021
Avaloq appoints Georges Roten as new Regional Head for Switzerland and Liechtenstein
The seasoned manager is taking over from Mathias Schütz who is leaving Avaloq after a 20-year affiliation in various leadership functions.
09/14/2021
Ocorian appoints Managing Partner, Ocorian Law (Bermuda)
He advises on governance, segregated accounts companies, insurance, investment business and investment funds, as well as corporate and finance transactions.
09/14/2021
SEBA Bank Adds to Executive Team to Drive Global Growth
Following outstanding growth in the past year, and aligning closely with its rapidly growing portfolio of institutional clients
09/13/2021
Robeco has been on a hiring spree since a four-person sustainable equity team left for Polar Capital in June.
09/13/2021
Geneva boutique hires UK head of institutional
Joins from Haitong International Securities.
09/13/2021
Quilter hires platform vetera as commercial and propositions director
The move follows the successful completion of Quilter’s re-platforming earlier this year, with the new platform technology placed at the core of the wider Quilter business for its future growth.
09/13/2021
Henning Gebhardt returns to fund management at boutique
09/13/2021
M&G appoints managing director for UK wealth arm
Will lead the expansion of M&G Wealth in the UK
09/13/2021
Kevin McGuire, Vanessa Ramich, Sarah Burney, Jake Schwinn and Dan Biondi have joined Cresset’s Denver office.