07/02/2018
Pereira, who served as business development director at Citi’s private bank in Brazil, will focus on prospecting and attracting new clients within the ultra-high net worth and family office spaces
07/02/2018
Standard Chartered private bank has named a new chief operating officer, finews.asia can report exclusively. The private banker is one of several alumni of British bank Barclays.
07/02/2018
The four wealth management experts who are joining VSWA in July 2018
07/02/2018
As an executive, Duhon held a number of senior roles at JP Morgan and ABN Amro before setting up her own consultancy firm.
07/02/2018
He began his career at Deutsche Bank in 2000, before moving into various inflation and interest rate strategy roles.
07/02/2018
Private banker joins Glasgow team
06/29/2018
Raymond James also promoted RJFS national director Jodi Perry as president of the firm’s independent contractor division.
06/28/2018
Nikko AM NZ actively manages around NZD5.2 billion of investments.
06/28/2018
I am very pleased to be joining Stenham
06/28/2018
He is based in the greater Philadelphia area and reports to Evan Ratnow, head of fixed income manager research.
06/28/2018
Currently, about 20% of the company’s clients are from Asia Pacific.
06/28/2018
He has advised individuals and companies on trusts, estate planning and pension issues, and has acted for high-net-worth individuals and families, family offices and private trust companies.
06/27/2018
Earlier in his career, Barrocas worked at Bank Hapoalim, first as a private banker and Brazil and Chile team leader, and then as head of the investment advisory group.
06/27/2018
Mr. Tan was a managing director at US-based financial services giant Capital Group in Hong Kong for ten months before joining Lazard AM.
06/27/2018
He brings deep knowledge of the Group and its markets, and his appointment ensures strong continuity in the Group's leadership team.
06/27/2018
Most recently, she was an Executive Director and Head of Research at Stockdale Securities and previously she was Head of UK Mid-Market Research at RBS Global Banking & Markets.
06/27/2018
Based in London, he will report to Patric Foley-Brickley, Head of Business Development & Client Management - Europe.
06/26/2018
They will work alongside Snowden Lane’s existing San Antonio-based operation, the Strategic Management Group, which joined Snowden Lane from Merrill Lynch in 2017.
06/26/2018
Mr. Grossman joins from Wells Fargo where he was one of the cofounders of its Legal Specialty Group.
06/26/2018
The acquisition mushroomed in complexity and risk when BSI was ensnared in the 1MDB scandal and shut down in Singapore mid-way through the deal.