11/15/2019
Taback most recently served in a dual role as head of global alternative investment strategy for Wells Fargo Investment Institute and deputy chief investment officer for Wells Fargo Private Bank.
11/14/2019
Jane brings a unique combination of skills to the firm,” said Emily Portney, Head of Asset Servicing for the Americas.
11/14/2019
A qualified accountant and CFA, brings two decades of experience in asset management.
11/14/2019
Andrew has built an impressive career in financial services, specialising in the high net worth market, and we believe he can further enhance the service we offer to clients.
11/14/2019
Rafferty brings two decades of experience in asset management.
11/14/2019
She was previously from Kasikorn Securities, where she was its managing director.
11/14/2019
The 45-year-old is taking over one of the toughest jobs in Swiss banking currently: following in the footsteps of Iqbal Khan
11/13/2019
Shamil Pankhania joins from BlackRock
11/13/2019
In his new position he will be working under the firm’s South America director Sergio Rial
11/13/2019
He will become a member of the Global Business Committee
11/13/2019
Quilter Cheviot has attracted new investment managers to ten of the firm’s offices
11/13/2019
Boley, who joined the company in 2000, had taken on elements of Hatheway’s brief following his departure.
11/13/2019
His approach to private management, which focusses on personalised support and tailored solutions with high added value, is characteristic of the expertise exercised by Mirabaud for 200 years.”
11/13/2019
The successful integration of Valartis Bank helped expand the bank's focus
11/13/2019
Carey Olsen has added to its trusts and private wealth practice in Guernsey with the appointment of counsel Andrew Munro.
11/13/2019
Sarah’s 35 years’ experience in wealth management will be invaluable in leading Hawksmoor into the next phase of its development, and towards the company’s ambitious goals.
11/12/2019
BIL has an ambitious growth plan for its international wealth management business
11/12/2019
Francisco Gómez-Trenor, general director of Mirabaud & Cie (Europe) in Spain, said: "The proven and successful professional background of De Motta, with over 20 years' experience in private banking and asset management
11/12/2019
The bank appointed him to the executive board, where he will take charge of business development.
11/12/2019
Jude McDonnell joins the bank’s fund advisory team in its Melbourne-based office.