12/19/2019
She joins in a newly created role and will work on ethical and sustainable selection across the company’s investment portfolio in addition to working with its analyst team researching how the topic intersects with company fundamentals.
12/19/2019
Mr Quek, 46, reports to OCBC's chief operating officer, Ching Wei Hong, while Mr Wang, 51, reports to OCBC Wing Hang Bank CEO Na Wu Beng, who is based in Hong Kong.
12/19/2019
Stableton, which was founded in October 2018 by Bezner, Konstantin Heiermann, Carmine Meoli and Vinzent Zerner, has offices in Zug and Zurich.
12/19/2019
Ammann succeeds outgoing chairman Peter Vonlathen
12/18/2019
The unit has recently gone through senior management changes as Stéphane Corsaletti stepped down from his CEO role.
12/18/2019
Jamie Whatley, previously Head of Business Development, now takes up a role as Director – Sales and Account Management and serves as the principal operational partner and management contact for CREALOGIX
12/18/2019
Mike Davis said: “I am thrilled to be joining Brown Shipley at an exciting time of business growth and I look forward to working with the team in London to provide fully integrated wealth management to clients.”
12/17/2019
She joins Azimut from Credit Suisse Italy where she worked for more than seven years holding latterly the role of relationship manager.
12/17/2019
Tim Crockford’s exit comes hot on the heels of Andrew Parry defecting to Newton
12/17/2019
Thomas Avedik has internationalised CREALOGIX, doubled the company’s revenue and paved the way for its transformation into a modern global software provider.
12/17/2019
Rahim Daya joined Barclays in 2010 and is the Head of the Private Bank in the UAE and Market Management.
12/17/2019
“We see strong potential in providing services to HNWIs across our core markets and are convinced Grigory is the right person to be in-charge with his wealth of experience and established client relationships."
12/16/2019
Aik-Ping Ng has over 17 years of international and China-based experience in private equity, corporate finance, strategic M&A, family office advisory and asset management to HSBC.
12/16/2019
Kingswood is entering the next phase of development: becoming a global, scalable wealth management infrastructure, not just a bolt-on acquisition driven growth model.
12/16/2019
Joe has joined Tilney from First Wealth LLP
12/16/2019
Merging into the larger fund will create a greater economy of scale for investors
12/16/2019
Sally Williams has more than 30 years' experience in the financial services sector, including retail and wholesale banking, stockbroking and insurance.
12/16/2019
In his new role at Butterfield, he will ensure all regulatory requirements are adhered to and that appropriate monitoring of processes and transactions is in place.
12/16/2019
Prior to that, since 2011, she had worked for the private banking business of UniCredit as a global adviser.
12/13/2019
CCA’s selection of Northern Trust to provide fund administration for its U.S. commingled funds demonstrates the seamless nature of our global service model," said Kimberly Evans, head of Private Capital Administration in North America.