10/23/2020
The chief information officer role applies to all regulated firms, except credit unions, and will apply where the RFSP has a high or medium high prudential impact risk, or where IT is a key enabler or core element of the firm’s business model.
10/23/2020
Several other top executives includung legal chief Sibil Melliger and security head Nagib Aouini also left in recent months.
10/23/2020
Marie will bring a depth of industry experience and dynamic vision to the IA board and I look forward to her insight and leadership.
10/23/2020
They will be expected to have an existing portfolio of high-net-worth clients.
10/23/2020
Julius Baer director exits to launch São Paulo wealth shop
Justus and Eraldo Salles also plan to launch Legend Investimentos, a business that will aim to attract independent financial advisors and will offer access to BTG Pactual’s digital platform, according to reports.
10/22/2020
In this role he was the primary client contact for several of the firm’s endowment, foundation and pension clients.
10/22/2020
The string of hires come a month since Sayers revealed itself to the market
10/22/2020
Cembra Money bank CEO Robert Oudmayer has been in the role since 2009.
10/22/2020
SCB-Julius Baer, a wealth management joint venture between Siam Commercial Bank and Julius Baer in Thailand, hired HSBC private banker to lead its investment unit.
10/22/2020
James Bonarius joins the firm having spent seven years in Tilney’s Leeds office.
10/22/2020
Robert Oudmayer to step down in the course of 2021
10/22/2020
In his new role at Suntera Global, Alex will be based in Suntera’s Jersey office
10/21/2020
Taira has more than 29 years of experience in the financial services industry and has previously worked for Credit Suisse and Citi Private Bank, according to his LinkedIn profile.
10/20/2020
The move will see Premier Miton become a ‘Global Partner’, a carefully selected group of leading asset managers appointed by Quilter Investors to offer a diverse range of high-quality sub-advised funds
10/20/2020
Shih Yann Loo and Melinda Phelan join the Firm's Executive Committee
10/20/2020
Her hire is the first sign of the Luxembourg-based wealth manager's ambitions for Switzerland, where it launched in May after snapping up Bank am Bellevue.
10/20/2020
Stephen Macklow-Smith has been with the business 23 years
10/20/2020
The CISI Board of Directors is comprised of non-executive directors who are typically employed in senior positions in firms operating in the financial services sector.
10/19/2020
The move comes shortly after Patrick Zenz-Spitzweg, one of Pictet's top private bankers in Frankfurt and part of its executive committee for wealth management in Germany, was poached by Feri Trust, a local boutique.
10/19/2020
Julius Baer regional head Calum Brewster joins Brown Shipley as private bank boss and Deutsche's Raphael Drescher takes up a new family office role, while the firm's Manchester head Nick Cringle has left.