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.
09/25/2018
These appointments are expected to take effect in early 2019 following regulatory approvals.
09/24/2018
He brings ten years’ experience to the firm, having previously held roles in private banking at Credit Suisse and Barclays.
09/24/2018
He joins the company from Old Mutual Customised Solutions, where he was responsible for the portfolio management of the Premium Equity Fund and a suite of three derivative-based hedge funds.
09/24/2018
The company has extended its global reach, having doubled assets under management over the last 18 months to €24bn, with further growth expected.
09/24/2018
Canaccord hires Jersey wealth director from Brooks
Powell has worked in the wealth management and investment industry for over 20 years
09/24/2018
The appointment follows that of former Royal London chief operating officer Andy Grant as Tilney financial planning head earlier last month.
09/21/2018
The advisors in Wisconsin and North Carolina were managing an aggregate of $235 million.
09/21/2018
Senior lobbyist taking over leadership of funds industry trade body replaces 11-year veteran
09/21/2018
The appointment follows Netwealth's FY18 results earlier this month, where it reported an NPAT of $20.8 million.
09/20/2018
Street Talk understands Lazberger informed staff of his decision to step down on Thursday morning.
09/20/2018
He will start his new role in December.
09/20/2018
Avaloq hires from Credit Suisse
Avaloq’s front and back office products and its SaaS and BPaaS solutions continue to win new customers and deliver significant value for established customers as the digital transformation of the financial services sector continues.
09/19/2018
He founded franchises with numerous sovereign wealth funds and central banks, particularly in the MENA region.
09/19/2018
Richard’s appointment demonstrates our commitment to further growing and developing the business as we continue to strive to lead the industry as a truly international family office.
09/18/2018
Marshall will be the bank’s co-head of software, alongside Sam Kumar, who joined the bank in 2015 and covers Softbank Group.