09/03/2020
The Board of Directors and the General Management would like to thank Edgar Jeitziner for his great commitment and for the important contribution he has made to the success of FKB.
09/03/2020
Zurich continues to launch innovative offerings to meet the demands of our customers and partners for a fully digital and streamlined experience.”
09/03/2020
The company acts as a Family Office
09/03/2020
His appointment follows a decision taken last spring by the head of Portfolio Management, Valerie Dujardin, to move into a governance position within the firm and to push her career into a new phase.
09/03/2020
With their focus on serving the interests of clients and their great personal commitment as advisors and entrepreneurs, they have been able to build up a portfolio of loyal clients in recent years.
09/03/2020
He also established a wealth management and insurance team at Willis Towers Watson and was leading a wealth team within investment consulting at PwC.
09/03/2020
Kleinwort Hambros has appointed Fahad Kamal as chief investment officer, replacing Mouhammed Choukeir, who in April became the firm’s third chief executive in two years.
09/02/2020
Credit Suisse, Goldman Sachs and King & Wood Mallesons have been appointed as advisers to manage the review.
09/02/2020
She was formerly vice president, institutional distribution, after joining the firm in 2016 from CTBC Investments
09/02/2020
John Bunch joins newly merged firm
09/02/2020
Frank joins SS&C from Lake Bridge Capital Ventures, where he was Managing Partner.
09/01/2020
With nearly two decades of wealth management and corporate finance experience, Jennifer is highly skilled in tailoring investment approaches to clients' needs, priorities, and preferences.
09/01/2020
Pershing tapped him as a consultant to develop a strategy for RIA custody and liked him so much it hired him to run the business.
09/01/2020
Three ex-wirehouse advisors come on board in Kansas City at a new location for the firm's employee channel.
09/01/2020
U.S. Wealth Management to hire hundreds of advisors in several locations across the country for remote advice unit in the next two years
09/01/2020
Matteo Maccio, Falcon's finance chief of two years who had largely managed the mergers-and-acquisitions process as well as the wind-down disclosed in April, will take over from Keller as CEO.
09/01/2020
He has joined Citi as a portfolio manager this month, a spokesman for Citi confirmed.
09/01/2020
Rémy Savoya was appointed head of corporate and institutional banking with effect from 1 September.
09/01/2020
BNY Mellon has appointed Björn Storim as Head of Germany, Switzerland, Austria and Central & Eastern Europe (the CEE), effective immediately.
09/01/2020
Cannell came to Northern Trust from SS&C where she worked in business development and key account management.