09/24/2024
The bank serves entrepreneurs, families, businesses and institutions directly, as well as through partnerships with Registered Independent Advisors (RIAs) and other independent financial advisory firms.
09/24/2024
CTO Alexander di Chiara, representing the founding team, has been appointed as chairman.
09/24/2024
Nicole brings over 20 years of experience working with HNW US expats and their families.
09/24/2024
LGT Wealth India has appointed Raveena Yagnik, Samish Patel, Bharat Anantavijayam, Nirav Desai, and Sameer Doshi as executive directors
09/24/2024
Eric Adler will join L&G’s Group Management Committee in December to spearhead growth plans for its asset manager.
09/23/2024
Gilles has a diversified career within BCV and UBS, specializing in global consulting and wealth management for an entrepreneurial and wealthy clientele.
09/23/2024
Based in Singapore, he reports functionally to Florian Neto, head of multi-asset investments for Asia, and locally to David Poh, head of investments for South Asia.
09/23/2024
Previously, she also worked at Société Générale and Barclays.
09/23/2024
The UK stockpicker parts ways with Fidelity to pursue other opportunities.
09/23/2024
Tom Spano joins BBH, bringing his expertise to clients across the mid-Atlantic region.
09/23/2024
Catharina Belfrage Sahlstrand will remain as part of the Executive Team in the role of Head of Handelsbanken Sustainability.
09/23/2024
New Swiss sales head Carolin Hefele is joined by two new senior sales managers.
09/20/2024
The private bank had previously hired a Barclays Private Bank senior banker to boost their wealth planning capabilities
09/20/2024
He will take on executive leadership of the newly formed Marketing and External Affairs function.
09/20/2024
With a background in high yield and distressed debt, Joe brings complementary experience to this alternative investment-focused firm
09/20/2024
Arzik is moving from Credit Suisse to Marcuard Heritage.
09/20/2024
Switzerland's financial sector is in excellent shape and remains the global leader in cross-border wealth management, said President Daniel Hunziker.
09/20/2024
Jon Cunliffe returns to wealth management as head of investment office at JM Finn three years after leaving Charles Stanley.
09/20/2024
The 15-person multigenerational team adds over 200 years of experience to the firm's advisor pool in Atlanta.
09/20/2024
Reinforcing Citi's Commitment to the Region with Hong Kong as a Nexus