09/14/2018
Dolfin appoints new head of wealth management
McCall will be responsible for strengthening Dolfin’s sales and trading capabilities and lead an expanding team of private client relationship managers.
09/14/2018
Swiss bank taps Basler's Lachappelle as chairman
Financial market supervisor FINMA said in June it had found serious breaches at Raiffeisen in a probe related to fraud allegations against former CEO Pierin Vincenz.
09/14/2018
Lotus appoints former Jaguar Land Rover boss as new manager
Phil Popham has left leading yacht firm Sunseeker to spearhead the revival of Lotus
09/14/2018
Goldman Names New President, CFO as Blankfein Prepares to Exit
The bank is reshuffling its leadership as Lloyd Blankfein prepares to retire as chairman and CEO at the end of this month.
09/14/2018
New office head joins Canaccord Genuity Wealth Management after seven years at Brooks
He was head and chair of Brook’s international equities committee.
09/13/2018
Rubenstein was a Trust and Estate Settlement Officer at SunTrust Bank Private Wealth Management in Fort Lauderdale.
09/13/2018
Prior to joining Broadridge, Mr. Gokey was President of the Retail Tax business at H&R Block
09/13/2018
Today’s appointments clearly demonstrate that we are continuing to drive forward the combined business, strengthening our management teams across geographies and transforming EFG into a leading Swiss private bank.
09/12/2018
Penny, who joined Crux in June, will 'substantially' co-invest in the fund.
09/12/2018
Before joining BNY Mellon Wealth Management, Doucette was regional sales director at UBS Asset Management for six years where he was responsible for distribution of managed account solutions and mutual funds across multiple channels.
09/12/2018
May has 13 years’ industry experience, having started his career at Fidelity in 2005.
09/12/2018
The firm is also issuing share options to all of its staff
09/12/2018
They are all instrumental to our relationship-led approach of putting clients first
09/11/2018
He has headed up the firm's Asian equities division since 2004, and has grown the franchise to be one of the biggest Asian asset managers globally with £13.2 billion of assets.
09/11/2018
Families are facing many challenges as they begin to adopt an Enterprise mindset, and this can include concerns around family unity, monitoring and managing new opportunities and risk, leadership transitions, and enterprise governance.
09/11/2018
The team was most recently at Calamos Wealth Management, where they all served in senior roles.
09/11/2018
Conway has over 30 years’ industry experience and specialises in the Middle East and North Africa market.
09/11/2018
Oliver Harvey brings with him 19 years of experience of managing investments.
09/11/2018
Mary Lee has joined Bank J Safra Sarasin’s ultra-high-net-worth team as managing director for client advisory, based in Singapore.
09/11/2018
The majority of bankers serving clients in this region are based out of Singapore.