05/13/2025
Based in Seattle, Washington, Ms. Velategui will be reporting to Alex Chaloff, Head of Investments and Wealth Strategies, who has been leading the $137 billion Bernstein platform since 2023.
05/13/2025
The current Chairwoman of the Board of Directors, Antoinette Hunziker-Ebneter, will step down as planned in May 2026 after twelve years of service on the Board of Directors
05/13/2025
Beatriz Sanchez, who held roles including chair of the Americas at Julius Baer, will join the board of Sura Asset Management and Sura Investments.
05/13/2025
As part of a trio of hires to the Rathbones distribution team
05/13/2025
Asset manager also closes £6m EM Sustainable fund that has struggled to garner interest since launch two years ago.
05/13/2025
The appointments come as the firm attempts to strengthen its advisory offerings.
05/12/2025
Berry Wong is appointed group CEO of the Hong Kong multi-family office.
05/12/2025
Italy-based selector has made the jump from head of financial insurance, consulting and portfolio monitoring.
05/12/2025
He will lead strategic client engagements, drive financial transformation initiatives and support the growth of the firm’s financial services capabilities.
05/12/2025
Brian seeks to understand each client’s unique needs and aspirations
05/09/2025
Michael Hunstad and Christian Roth bring combined six decades of investment expertise
05/09/2025
The Singaporean private bank has appointed a new product development head within its investment solutions group.
05/09/2025
Raffles Family Office has appointed Terence Seow as managing director, board advisor
05/09/2025
Urs Fehr will join TX Group on 10 June 2025 and will be responsible for communications at group level, with a particular focus on financial communications and investor relations.
05/09/2025
Baker will start in San Francisco on Monday as a managing director with a goal of growing the Frankfurt-based lender’s West Coast wealth business
05/09/2025
OCBC Boosts Credit Allowance for Macro Risks
05/09/2025
Getty will oversee research and strategy on complex tax issues for ultra-high-net-worth families, businesses, and private investment firms.
05/09/2025
Treble Peak has added Jocelyn Dehnert to its board following a £5m fundraise.
05/09/2025
Experienced investment professional returns to Cologne-based fund house and assumes post vacated by Selector 100 investor.
05/08/2025
Russell Budnick joins Citi Wealth as global head of capital markets