04/11/2019
At HSBC, he will be expected to provide bespoke and tailored solutions to ultra wealthy clients whose transactions tend to be "more intricate" and require "pulling in different kinds of specialists", the bank said.
04/10/2019
The bank's board signed off on Collardi's heady growth plans, and afforded the star CEO strategic freedoms most C-suiters can only dream of.
04/10/2019
Swiss private bank CEO Departs
The decision was preceded by a disagreement over strategy.
04/10/2019
Janney Welcomes 14 New Financial Advisors to its Private Client Group in the First Quarter of 2019
Janney had another successful quarter recruiting leading Financial Advisors with experience and expertise in all aspects of wealth management
04/10/2019
It is a pleasure to make this announcement on this the 46th anniversary of Elliott Duffy Garrett
04/10/2019
We are proud to be at the forefront of championing leading women in law with a 63% female partnership, a figure well above the average.
04/10/2019
Mills & Reeve expands London family team with hire from Withers
Mills & Reeve warmly welcomes the nationally and internationally renowned Suzanne Kingston to their London family team.
04/10/2019
Prior to that role, Alison spent several years at Coutts and Co.
04/09/2019
She previously worked in the private banking division at Credit Suisse as an investment consultant for wealthy private clients.
04/09/2019
Our presence in Toronto will allow us to cater to increasing demand from a broad spectrum of Canadian institutions for private markets solutions.
04/09/2019
Rodermann joined what was then UBS Deutschland AG as management board head in 2015 and has been in charge since, restructuring the Frankfurt-based business and expanding its wealth management arm.
04/09/2019
The change also comes as part of Fisch’s ongoing growth strategy.
04/09/2019
Mariano Belinky, previously Head of Santander InnoVentures, will lead the Group’s asset management unit
04/09/2019
Moore was previously head of research at Tilney Bestinvest. Kennedy has been at EQ Investors for four years
04/08/2019
In this new role, Ms. Zortman will lead AIG’s global High Net Worth portfolio
04/08/2019
Chris is a member of the CFA Institute and a chartered member of the CISI.
04/05/2019
She previously worked at Baker & McKenzie.
04/05/2019
Chandrasekharan, who has been in the role for eight years, is expected to be moved elsewhere in the group.
04/05/2019
Formerly global head of product & investment specialists at ASI, McKillop began his financial services career in 1997
04/05/2019
This sophisticated group of investors have unique and challenging needs