Insigneo Welcomes Aventura Private Wealth, and its Founder Shmuel Maya
Aventura Private Wealth selects Goldman Sachs Advisor Solutions as primary custodian
Executive Moves
9441 articles found
Appointment of Executive Director of the Hong Kong Academy for Wealth Legacy
Prior to joining the HKAWL, she currently serves as the Chair of the Family Office Association Hong Kong.
New Head of Wealth Management Luxembourg
With more than 20 years of experience in private banking, Bertrand Schmeler will work to continue the development of Mirabaud Wealth Management in Luxembourg reporting directly to Jeff Mouton, CEO Mirabaud & Cie Europe.
Cambridge Trust Company Welcomes Marty Courage and Heather Colleary to Wealth Management Team
New Appointments Bring 50 Years’ Combined Experience in Financial Services
At Lombard Odier, “Team Strobaek” gets started
Based in Zurich, he also heads the Investment Solutions department and chairs the Private Clients Investment Committee.
Raymond James UK wealth arm appoints CFO and new chair
The recently combined Charles Stanley and Raymond James Investment Services appoint two senior hires, Francesca Hampton and Sandy Kinney Pritchard.
Stonehage Fleming names head of corporate services
He was in head of CF Fund Services, BDO’s Central Administration for alternative and hedge funds
Close boosts London office with senior IM hire from Quilter
Matthew Hearsum joins CBAM’s London Mayfair office to bolster the firm’s bespoke offering, following more than a decade at Quilter Cheviot.
Newly appointed top dealmakers are charting the course of the UBS investment bank
Newly appointed top dealmakers are charting the course of the UBS investment bank
Amundi appoints Bekhazi to deepen institutional relationships in the Middle East
Michelle Bekhazi CFA hired as Senior Vice President, Institutional Sales
First Citizens Bank appoints executive director of external affairs
First Citizens Bank has appointed an executive director of external affairs; a newly created position.
Whampoa Group Names Bahrain Digital Bank Chair
In the role, he will be responsible for guiding the SGB executive leadership team