11/26/2019
Private bank launches digital investment tool and appoints new Chief Digital Officer
Eva’ means ‘full of life’ traditionally, and our EVA brings greater life to discussions with clients.
11/26/2019
This will enable an incoming Chairman and the Board to oversee the appointment of a permanent CEO.
11/26/2019
Under Tsien's leadership, the group has spent meaningfully to grow its footprints in banking and wealth management
11/26/2019
Wealth manager targets Singapore
Has already amassed $2.5bn in assets under management, with offices in London and Monaco.
11/26/2019
We feel confident that someone who is this passionate about the business and about the people he works with
11/25/2019
The Sionic-Geneva team is part of Sionic’s specialist Wealth Management & Private Banking Practice, led by Sionic Managing Partner Gilly Green.
11/25/2019
He will be responsible for business with private banking clients in the Zurich area.
11/23/2019
Morrissey will take on the non-executive role at the wealth manager from January 2020
11/21/2019
EFG has also hired five private bankers from Bank of Singapore to its Global South Asia team as executive directors, based in Singapore
11/21/2019
UBS has maintained one of the largest research divisions in Europe at a time when some competitors have been cutting back
11/21/2019
The global team comprises more than 180 investment professionals and is responsible for the oversight of USD1.7 trillion in assets.
11/21/2019
Mr. Schneider’s career includes over 25 years of experience in wealth management
11/21/2019
SWA provides its clients with an integrated financial planning and wealth management experience
11/20/2019
With extensive international private client experience over a career of some 25 years across Asia, Europe and South Africa, Matthias has expertise in administration, accounting and finance, investments, real estate, compliance, regulatory, legal and tax m
11/20/2019
“It is a pleasure to welcome Jonty to the team and his industry experience will be a real asset to our Manchester and Leeds teams."
11/20/2019
‘The country is home to some of the world’s largest fintechs and a new wealth creation phase is already underway with more M&A and IPOs.
11/19/2019
Wells Fargo lost an advisor in Chicago to RJA and in October it lost a $775 million practice to RJA.
11/19/2019
He will serve clients in the First Bank & Trust Company footprint throughout Virginia and Tennessee.
11/19/2019
Erika Schraner appointed as an Independent Non-Executive Director to JTC PLC Board
11/19/2019
Biggest win is trio who managed $676 million at Merrill Lynch