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.”
09/10/2018
Julius Baer extends UK campaign with eight senior hires
Thomas joins from the Royal Bank of Canada, where she worked with business owners and entrepreneurs across the UK.
09/10/2018
At Rathbones she was responsible for the firm’s long-only and alternatives investment process.
09/10/2018
Stonehage Fleming appoints director of investment strategy & research
At Rathbones she was responsible for the firm’s long-only and alternatives investment process.
09/10/2018
He joins New York firm’s national platform for estate planning and administration bringing a practice focused on wealth preservation and tax planning strategies for high net worth individuals and affluent families and family offices
09/09/2018
Ms Hughes had yet to formally sign up to the role, but that she was expected to do so imminently
09/07/2018
Rogge has three decades of experience in wealth management
09/07/2018
Plambeck will work closely with Ariane Dehn, the head of sales for German-speaking Switzerland and Austria.