05/12/2021
Mr. Lyden-Horn is based at the Wilmington, Delaware offices of Evercore Trust Company and will work closely with colleagues at Evercore Wealth Management and Evercore Trust Company across the United States.
05/12/2021
In this role, he built a consulting business focused on the needs of wealth and asset managers in Hong Kong Special Administrative Region (HKSAR) and mainland China.
05/12/2021
Maroutsos, who also co-manages Janus Henderson’s Absolute Return Income and Global Multi-Sector fixed income strategies, is set to leave the group on 1 October.
05/12/2021
The new hires are in both Singapore and Hong Kong.
05/12/2021
As NED at Wealthify, Bhargava will draw on his decades of wealth, investment and technology entrepreneurialism to help accelerate growth of the platform.
05/11/2021
Maarten will be appointed on 1 October 2021 as Chairman and member of the Management Board.
05/11/2021
The team has the capability and experience to drive the transformation of the AMP Australia business, and each has the attributes to lead a high-performance culture.
05/11/2021
The team in Roseville, led by brokers Jason Arnold, Tom Mulvaney and George Chuchas, left Merrill for UBS Wealth Management USA on Friday.
05/11/2021
Nigel joins Mattioli Woods from Platform Securities, where he spent the last 14 years, including the last 5 years as CEO.
05/11/2021
She will also sit on the executive board and lead the company’s shared services department which includes legal and compliance, tax, IT, finance and controlling and internal services, the firm announced.
05/11/2021
AMP Australia chief executive officer Scott Hartley said the move was designed to increase performance and add greater efficiency via a flatter structure.
05/11/2021
His varied experience in the fields of valuation, investment advisory and investment management provides Spearvest’s clients with deep real estate knowledge and advisory capabilities.
05/11/2021
J. Safra Sarasin is looking to hire, Chairman Juerg Haller told finews.asia two months ago.
05/11/2021
As well as being a member of the Society of Trust and Estate Practitioners, Clark is also a member of the Family Firm Institute
05/11/2021
He is better known as the man thrust into the CEO job at UBS 16 months before the Swiss wealth manager was forced to take a government bailout in October of 2008.
05/10/2021
Previously, he was also the chief operating officer for J.P. Morgan Asset Management’s global investment solutions unit and chief operating officer for Blackrock’s EMEA institutional clients unit.
05/10/2021
Separately, MENA head of equities Neil Hosie is also reportedly relocating to London and being replaced by Ryan Nelson.
05/10/2021
Aaron Smith, who joined VG in 2018 with over ten years’ experience in finance and commercial property management, has been promoted to Senior Trust Officer.
05/10/2021
Hosie, who will relocate to London from Hong Kong as a result of the move, replaces Ryan Nelson, who stepped down in the wake of Archegos last month.
05/10/2021
The Bank is focused on the future, constantly looking for ways it can inspire clients to evolve with a changing landscape and seize new opportunities.