08/03/2019
Leading family office boosts Board
Pitcairn and the family office industry has undergone an incredible evolution since I first joined the family enterprise 44 years ago.
08/03/2019
Pitcairn and the family office industry has undergone an incredible evolution since I first joined the family enterprise 44 years ago.
08/02/2019
Guy’s appointment to Capital Group will accelerate these trends.”
08/02/2019
These latest hires come just six weeks after the firm rebranded as ‘Sionic’, following the merger of Catalyst Development Ltd
08/02/2019
He will now report to Andreas Schmidt, who is head of global wealth management for Germany, Austria and Eastern Europe at the firm.
08/02/2019
“We need to not only fund trailblazers and risk-takers, but hold ourselves accountable to blazing our own trails, and taking our own risks,” Mayer said in a statement.
08/02/2019
Fraefel joined GAM Group in 2004
08/02/2019
A common theme among clients is a desire to form a long term relationship with their provider, and this is an objective Belasko is fully aligned with.
08/01/2019
He reports to Jonathan Weiss, head of Wealth & Investment Management.
08/01/2019
Daniel has more than 20 years’ experience in the financial services industry and joined Hawksford via a corporate acquisition by Hawksford in 2012.
08/01/2019
Both Gutiérrez-Mellado and Capela have been working for the past two years under the management of Gonzalo Azcoitia, head of Jupiter AM for Iberian region.
07/31/2019
At Dolfin, Webb will report to Amir Nabi, Dolfin’s Chief Operating Officer, and be responsible for driving the firm’s technology offering and completing the build of its end-to-end wealth management platform.
07/31/2019
He has worked as a portfolio manager and senior private banking consultant in a German bank.
07/31/2019
Our Wealth and Platform Director, Mike Morrow, said: “We are moving forward and enhancing our capabilities and support to our advisers after carefully considering the changes.
07/31/2019
The position will be based in Geneva.
07/30/2019
He succeeded Kath Cates who served as senior independent non-executive director since March 2017.
07/30/2019
In his role as Head of Intermediaries, his focus will be on Asian EAMs to support VP Bank’s growth aspi-ration in the region.
07/30/2019
Curt joins Citi from JP Morgan Asset Management in New York, bringing with him over 20 years of experience in financial markets.
07/30/2019
As deputy CIO Americas, Marcelli will answer to Mike Ryan, who heads the North America division and frequently appears on TV and at conferences to address how trade disputes and other macro economic factors may impact clients’ portfolios.
07/30/2019
In his new role, his focus will be on Asian external asset managers to support VP Bank’s growth aspiration in the region.
07/30/2019
Hugh Scott-Barrett will step down from his current role as Chairman of the Board of Directors