11/04/2019
At Adam & Company, he worked with a broad range of high-net-worth and ultra-high-net-worth clients, guiding them through private banking, structuring and tactical debt conversations.
11/04/2019
Yvonne Suter joins Julius Baer from Credit Suisse
11/04/2019
He previously worked for Brookfield Asset Management in London and Arpatica.
11/04/2019
Valvest offers asset management and advisory services and is based in Zurich.
11/04/2019
‘We are expanding our footprint, especially since we were only two people in Switzerland.
11/03/2019
With assets under management of approximately 215 billion euros (as at September 30, 2019), Deutsche Bank Wealth Management is one of the largest wealth managers worldwide.
11/03/2019
Michael Ilgner becomes Global Head of Human Resources – Claudio de Sanctis to head the Wealth Management business
11/01/2019
Under her leadership, Sun Life has grew to be the fourth largest MPF service provider in Hong Kong
11/01/2019
The hire is part of a broad push by the German lender to revive its private bank, as it pares back or exits traditional strongholds like equity sales and trading and prime brokerage.
11/01/2019
She will sit on the Swiss Executive Board and report to CEO Monique Vialatou .
11/01/2019
Current CEO Edmond Michaan will take on a new role as Head of Group Strategy at the Bank and at the larger J. Safra Group, including real estate, other private investments and as future member of the board of Chiquita.
11/01/2019
Tracey Davidson will take on the newly created role, stepping down from her position as Heartwood CEO
11/01/2019
‘For many years now, we have been pursuing a team-centric approach to fund management, which has been selectively expanded and strengthened in recent years.’
11/01/2019
She has been at BNP Paribas for over 15 years, holding a variety of roles and was previously working at JP Morgan and the World Bank.
11/01/2019
Combined, the group oversees $235 million in client assets, according to the firm.
11/01/2019
Proskauer Continues Private Funds Expansion with the Arrival of Regulatory Specialist Kirsten Lapham in London
11/01/2019
John Goodall, a former Wealth Manager cover star, has been appointed as a portfolio manager at LGPS Central
11/01/2019
Prior to joining Oppenheimer, Lars worked at Bryan, Garnier & Co, Fox Corporate Finance, HSBC and Deutsche Private Equity.
10/31/2019
Serure and Chehebar generated $12 million in trailing-12-month production on about $2 billion in client assets, said a person familiar with their business.
10/31/2019
He will start his new role on 4 November.