Philip Braude of Braude Wealth joins IR as the exclusive Wealth Management member in Israel
Our services include financial, estate and succession planning, corporate structuring and trusts advisory.
Executive Moves
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Robin West appointed co-manager on Invesco UK small caps strategy
Invesco has formally named the investment veteran as co-manager of its UK Smaller Companies fund.
Evolution of the Lombard Odier Group’s Partnership
Lombard Odier 25 years ago and has been instrumental to the success of the Group’s asset management division, Lombard Odier Investment Managers.
UBP hires six-strong Credit Suisse wealth management team
Christian Boissonnard, Damien Bouvard, Jean-Charles Crouzet, Léopold Robert and David Lanzilao all join Union Bancaire Privée.
BNP Paribas Wealth Management Announces New CEO for Middle East Operations
He takes over from Masroor Batin, who stepped down at the end of August. Initially, Batin had considered transitioning to another role within the bank.
Orion Taps AssetMark’s Natalie Wolfsen as New CEO
Wolfsen will take over CEO Eric Clarke's role in mid-October.
We’ve appointed Mike Tan as new Global Head of Wealth Planning & Family Advisory
Mike’s appointment demonstrates the Bank’s commitment to enhance our wealth advisory proposition which complements our banking and wealth management offerings globally, and to bring a holistic advisory experience to our clients.
Macquarie Asset Management expands private wealth capabilities with senior appointment
Henry joins Macquarie Asset Management after 12-years at Barings
Julius Bär Gruppe : Baer strengthens its Italy & Ticino coverage with the appointment of a new Market Head Italy and new teams
Prior to that, he spent nine years at UBS covering the Turkish and Italian markets in Zurich and Lugano.
Lombard Odier poaches five Credit Suisse investment specialists
Roxane Straub, Neil McDaniel, Kim Blaser, Philippe Carey and Clément Dumur have left Credit Suisse for Lombard Odier Group.
Vontobel Wealth Management Appoints Director
Birri will be responsible for driving growth in Latin America.
Northern Trust Asset Management Names New CIO of Global Asset Allocation
Anwiti Bahuguna Brings 25 Years of Industry Experience to Newly Created Position