09/13/2022
UBS hires wealth planners from Julius Baer
Robert Wagner will join the Private Wealth Special Clients team in Biel on September 19, where he will act as a client advisor for the Executives & Entrepreneurs (E&E) segment.
09/13/2022
Robert Wagner will join the Private Wealth Special Clients team in Biel on September 19, where he will act as a client advisor for the Executives & Entrepreneurs (E&E) segment.
09/13/2022
She is an advisor with extensive knowledge in all areas of wealth management.
09/13/2022
Fund picker and multi-asset manager readies herself for new challenge.
09/12/2022
Prior to Lancashire, he was a reinsurance underwriter with Cathedral Underwriting.
09/12/2022
He will also work with the executive team to execute strategic development initiatives across the Group.
09/12/2022
Alastair Power joins from a six-year spell at Albert E Sharp.
09/12/2022
She is a seasoned Non-Executive, having previously had a very successful senior management career.
09/12/2022
He will be responsible for multi-asset investment activity, working to drive portfolio construction and outlook development for clients in the region.
09/12/2022
The company’s Swiss branch was previously led by Nicole Curti.
09/12/2022
Howard joined from Royal Bank of Canada and has more than 29 years’ experience in the industry.
09/12/2022
Chairman of the Board Sergio Ermotti stated that Fürer will remain available to the company and ensure a smooth transition.
09/12/2022
Rivus Capital engages in private equity and venture capital investments in the core sectors of Real Estate Technology, Mobility, Energy and Impact.
09/09/2022
Prior to Brown Shipley, he was a Financial Planning Manager at Santander.
09/09/2022
As UK inflation reaches new highs, the valuations of fixed assets such as property have also changed dramatically.
09/09/2022
All three staff already worked at the company.
09/09/2022
In addition, he should use his experience and international expertise to help further develop the Cologne-based financial institution internationally.
09/09/2022
She will be responsible for optimising the business, developing finance and business strategies that further strengthen INSTANDA’s growth, and partnering with the company’s management team
09/08/2022
Eric Vu Anh appointed as Investment Manager, to work alongside James Lawlor
09/08/2022
Rob Hunter joins the Dorset-based firm in the newly created role of client director, with responsibility for private clients in the north of England and Scotland.
09/08/2022
His addition to the team will be invaluable as we expand our multi-asset capabilities