08/30/2021
Swiss wealth manager replaces veteran intermediaries head
The Swiss banker replaces Stefano Veri, who has overseen the so-called FIM business globally since 2015 and is retiring.
08/30/2021
This certainly applies to Antonio Horta-Osório.
08/30/2021
Previously, he worked for UBS and J.P. Morgan where he also focused on the UHNW segment.
08/30/2021
He will oversee asset management activities for the bank in Hong Kong across distribution, marketing and investor servicing of asset management-related products and offerings.
08/30/2021
Four-Person Advisor Team Joins UBS
Together, they will focus on serving the holistic wealth management needs of high-net-worth clients, executives and business owners in Santa Barbara, as well as other locations across the U.S.
08/27/2021
Previously, she also worked for MUFG Bank China and Intesa Sanpaolo SpA China.
08/27/2021
The duo will join the alternative asset manager in the division led by Citywire AA-rated Ken Wotton.
08/27/2021
Succeeds Joe Davis to Become First Woman to Lead the Region
08/27/2021
He has served at Standard Chartered since 2010
08/27/2021
Investment dealer names seasoned professionals as independent directors to trust businesses
08/26/2021
UBS Poaches Middle East Team From Rival
“Credit Suisse is fully committed to the Middle East region and will continue to invest.”
08/26/2021
VP Bank Rehires Ex-Swiss Boss for Revitalization
The CTO will become a member of VP Bank’s Key Management team and will report directly to the CEO of VP Bank Group.
08/26/2021
From September, Baumann’s management will consist of Burkhardt and Chairman Daniel Rüedi. Preiswerk remains a «silent» partner.
08/25/2021
Taylor has nearly 20 years of experience working closely with ultra-high-net-worth families and providing them with sophisticated estate and wealth planning solutions.
08/25/2021
Digital wealth manage announces senior hires
The appointment comes on the heels of three other major hires from April to June 2021, which include head of new business Jack Prickett, head of finance Brice Derouet, and head of partnerships Laurens Koppelaar.
08/25/2021
During my tenure, Bravura has grown into a highly regarded and deeply trusted partner to some of the world’s most important financial institutions
08/25/2021
The private wealth firm hires head of philanthropic services
Co-founder and executive director Andrew McKie said he is excited to see Chenoweth join the team.
08/25/2021
Mr. Kasahara will be based in Zurich, Switzerland, and report to Ericson Chan, Group Chief Information and Digital Officer.
08/25/2021
Hurst Point Group claims former Sanlam Wealth CEO
Will start on 6 September
08/25/2021
It is possible that up to a dozen bankers have been let go from the German group's International Private Bank since last week.