08/22/2019
Credit Suisse's Ex-Wealth Boss Headed for UBS?
Khan, who is 43, has emerged as one of the next generation of Swiss private banking executives alongside Boris Collardi at Pictet and incoming Julius Baer boss Philipp Rickenbacher.
08/22/2019
Khan, who is 43, has emerged as one of the next generation of Swiss private banking executives alongside Boris Collardi at Pictet and incoming Julius Baer boss Philipp Rickenbacher.
08/22/2019
He is a Fellow of the Chartered Institute for Securities & Investment.
08/22/2019
She previously worked at UBP as head of the treasury and trading division.
08/22/2019
Marc brings a great deal of experience along with a strong network of clients and established relationships and I am very pleased to welcome him on board.
08/21/2019
Chilton Trust, a wealth-management firm managing about $5 billion in assets, wants to meaningfully grow its adviser head count over the next two years.
08/21/2019
Driving the Global Green Finance Agenda through International Dialogue, Partnerships and Trade
08/21/2019
Her strong background and expertise make her the ideal candidate for this role
08/21/2019
Prior to that, she worked at Fiduciary Trust and Banque SCS Alliance. She was rated by Citywire for the first time in 2016.
08/20/2019
Teo was most recently a Hong Kong-based director of equity capital markets for Credit Suisse.
08/20/2019
“What attracted us to Raymond James was the fact that advisors have independence and can truly own their practice and client relationships,” Creef said in a statement.
08/20/2019
The bank confirmed the hire of Imhof, who will report to investment management head Bjoern Jesch.
08/20/2019
The departures highlight the challenge facing Sanlam's UK chief executive Jonathan Polin as he pushes through an ambitious growth strategy
08/20/2019
The role remains subject to FCA approval
08/20/2019
Steven will assume the role on 23 September and will report into Andrew Hillery, Head of UK Private Banking at Kleinwort Hambros.
08/20/2019
Novakovic will take up her new position, which is based in Frankfurt, on 1 September.
08/20/2019
Financial advice business makes double appointment
08/20/2019
The firm says it is also preparing to hire a further research analyst and investment strategist in due course.
08/20/2019
Tee succeeds Claude Haberer, who has led the expansion of Pictet’s Asian business since 2011.
08/20/2019
Bub has over 25 years of experience in the wealth management and independent investment advisory industries.
08/19/2019
Fundsmith founder and chief investment officer Terry Smith said: “We are pleased to welcome Scott to Fundsmith to focus on the fast growing number of IFAs who have chosen Fundsmith for their clients’ investments.