10/01/2018
Kleinwort Hambros appoints Guernsey private bank boss
Based in Guernsey, Falla will be tasked with building the business strategy to provide banking and investment services to domestic, international clients and financial intermediaries.
10/01/2018
Based in Guernsey, Falla will be tasked with building the business strategy to provide banking and investment services to domestic, international clients and financial intermediaries.
09/28/2018
Ms. Born frequently volunteers her time providing financial advice to low-income families in the Los Angeles area.
09/28/2018
The GMB has been expanded to now include the role of Group Head of Investments.
09/28/2018
BNP Paribas Wealth Management appoints chief executive in Germany
Michael Arends’ in-depth knowledge of the German market will enable him to take our Business Development Plan forward
09/27/2018
The firm-wide culture at Fiduciary Trust emphasizes the importance of a deep understanding of each client's unique situation and circumstances," said Mr. Uzal.
09/27/2018
They were hired by Redmayne in the spring to establish a new Manchester branch, as Wealth Manager revealed back in April.
09/27/2018
HSBC wealth management arm names veteran as Swiss CEO
HSBC is appointing a veteran private banker to run its wealth arm in Switzerland, finews.asia has learned.
09/27/2018
Boutique owned 49% by Schroders has been expanding in continental Europe this year
09/27/2018
He is both a chartered wealth manager and a chartered financial planner.
09/26/2018
Joseph, who headed up discretionary portfolios and model solutions, left the firm in July to join Citi Private Bank as global head of portfolio solutions.
09/26/2018
Gonet La Française Advisors has appointed Peter Stiefel as Managing Director, co-head of business development in Switzerland, alongside Bénédict Fatio.
09/26/2018
Now, to further expand the business in India, WGC would be looking to add more members to the team.
09/26/2018
The successful applicant would have a remit to further promote awareness of Guernsey’s finance offering, educate about Guernsey’s financial services, and connect London professionals with Guernsey practitioners.
09/26/2018
UBS Chairman Axel Weber, speaking on Bloomberg Television, said that Orcel did a “great” job as head of the investment bank and that the bank retains a very strong bench of executives.
09/25/2018
He has been working at Deka since 2000 and prior to that was employed at Dresdner Bank.
09/25/2018
Over the past three years, ultra-high-net-worth assets overseen by independent multifamily offices have grown 10 percent on average each year, about five times as fast as assets held at private banks, Cerulli Associates estimates.
09/25/2018
Unigestion, the boutique asset manager with the scale to deliver tailor-made investment solutions to clients globally, has further strengthened its cross-asset solutions team with the recent appointments of Salman Baig and Joshua Seager as investment mana
09/25/2018
Zurich firm appoints ex-Credit Suisse manager to executive board
Entrepreneur Partners founder Adrian Herzog departed the firm in August 2017 to 'spend more time with his family'.
09/25/2018
Cantonal bank welcomes veteran to executive board
The bank thanked Claudio Deplazes for his time at UKB.
09/25/2018
Ped’s appointment follows the recent hire of Patrick O’Sullivan from JP Morgan Asset Management, focusing on cashflow-driven investment.