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.
09/11/2018
WHIreland has appointed the highly experienced Susan Brooksbank, as the group’s Head of Compliance and Risk. This appointment comes at a crucial time, as regulatory demands on firms continue to increase and WHIreland looks to build on its current po
09/10/2018
As first amongst equals, he will work in partnership with his fellow senior executives on the Board
09/10/2018
His retirement as executive chairman will coincide with his 55th birthday.
09/10/2018
Sources said Kerkvliet, who also had stints at UBS and Merrill Lynch, manages about $100 million in assets.
09/10/2018
RBC Wealth Management appoints Trust Director
In his new role, Martyn has responsibility for a portfolio of high-net-worth clients and the oversight and administration of new clients.
09/10/2018
James joins the firm from Seddons, where he was Head of the Private Wealth team.
09/10/2018
Brown Shipley makes two new hires in London
Mr Conway, who has more than 30 years’ industry experience, specialises in the Middle East and North Africa market and Brown Shipley says his arrival “will strengthen the international team’s expertise in the region.”