11/16/2018
A former cover star, Morley told Wealth Manager in October that the firm’s strategy, given its relatively low penetration of the core London market, is to initially focus purely on building its client base in the capital.
11/16/2018
Mifa previously worked at Oddo & Cie for seven years and at Banque d'Orsay for 10 years.
11/15/2018
In addition to the Hong Kong CEO position, she will also take on the newly created role of regional head of intermediary clients, where she will work closely with Showbhik Kalar, the regional head of intermediary and product at Schroders.
11/15/2018
Goldman Sachs Private Wealth Management mainly services Latin American clients through its Miami office, though it also has an office in São Paulo.
11/15/2018
On joining the Board, Peter will become a member of the Board’s Risk Committee.
11/15/2018
The statement also noted that EFG's Swiss and Italian operations have 'returned to positive underlying net asset inflows in the period from July to end of October'.
11/15/2018
He subsequently joined Porsche, heading up the LMP1 programme from its first season in 2014
11/15/2018
Jonathan Bernsen has joined KPMG Switzerland to head its transfer pricing team.
11/14/2018
Amy Cho, Schroders newly-announced Hong Kong CEO, is Pictet Asset Management’s head of business development for Asia-Pacific ex-Japan.
11/14/2018
"He is the recipient of the prestigious 2018 manager of the year award at the recent Annual achievement awards of the black management forum for his contribution to the achievement of transformation and managerial leadership development in South Afri
11/14/2018
UBP in April hired a team of six from Standard Chartered Plc in Singapore, accelerating a push that started with the 2015 acquisition of Coutts International.
11/14/2018
Founded in 2013 and rebranded just two years ago, USD1.7 billion digital wealth manager Dolfin has been making a series of key hires.
11/14/2018
Switzerland on 10 November 2018 and stepped down from his role as Chief Risk Officer and member of the Executive Committee of EFG International as of that date.
11/14/2018
René Matteotti, a lawyer and University of Zurich professor, will move to Tax Partner, Taxand Switzerland.
11/14/2018
Nicolas Mirabaud, appointed Managing Partner and Head of Wealth Management for the Mirabaud Group from 1 January 2019
11/13/2018
Hampden & Co has hired a senior banker from rival private bank C. Hoare & Co, the oldest institution of its kind in the UK.
11/13/2018
Meanwhile at Raiffeisen Switzerland, Patrick Volkart has recently assumed the role of head of product research.
11/13/2018
Place its three specialised real estate subsidiaries under single management
11/13/2018
Brooks Macdonald chairman Chris Knight thanked Holmes for his contribution from the firm’s early days and his leadership of the UK’s investment management business since 2008.
11/13/2018
Natixis IM said that there is growing demand for thematic strategies, and the new recruits bring with them a wealth of experience, having collectively run more than €21 billion in this space.