11/23/2017
Stephenson Harwood Poaches Private Wealth Partner From Rival
The hire comes a year or so after the firm added Erik Wallace as a partner in its Hong Kong private wealth team, Wallace was also previously a partner with Withers.
11/23/2017
The hire comes a year or so after the firm added Erik Wallace as a partner in its Hong Kong private wealth team, Wallace was also previously a partner with Withers.
11/23/2017
The establishment of such a top-class advisory board marks another milestone in the development of Polaris
11/22/2017
Prior to Google, Warriner spent 19 years at UK banking tech house Intelligent Environments.
11/22/2017
Valvest Partners is a new player in the Swiss market, having only started operating in May this year.
11/22/2017
Jacques is level 6 PCIAM investment qualified and a chartered member of the Chartered Institute for Securities and Investment.
11/22/2017
GKB President Also Serves As Chairman Of Impact Investment Firm BueOrchard
11/22/2017
Zurich-Based Wealth Manager Swisspartners Has Strengthened Its Team By Hiring A Financial Adviser And A Legal Expert
11/22/2017
A specialist in compliance and regulation, he is a fellow of the International Compliance Association.
11/21/2017
The regional offices are slated to open in early 2018.
11/20/2017
Where he looked after Swiss and European equities.
11/20/2017
He will develop the product and services portfolio and focus on improving crypto-financial services.
11/20/2017
The CEO’s departure comes amid the closure of various SIX Payment Services branches.
11/20/2017
The nation’s eighth-largest wealth management firm by advisors has sustained recruitment efforts in the wake of its acquisition of Ziegler Wealth Management’s 57 advisors
11/19/2017
She has also worked as a marketing consultant for Fidelity Investments and Deutsche Bank.
11/17/2017
She previously served as regional trust director overseeing Indiana.
11/17/2017
Prior to joining BNY Mellon Wealth Management, Paolilli held 2 positions at Northern Trust over a 10 year period.
11/16/2017
The appointment will be effective from 1 December 2017.
11/16/2017
Montiel was previously a senior vice president and head of Investment Strategies Group Americas at Miami-based EFG Capital International Corp
11/16/2017
Comerford is a ten-year veteran of U.S. broker Instinet, which belongs to rival investment bank Nomura.
11/15/2017
Carly has also held roles at Royal Bank of Canada and IFG Trust Jersey.