03/14/2024
WealthKernel hires former Brewin Dolphin exec Matt Collis as head of wealth solutions
Matt is currently an Independent Consultant, providing strategic advisory services to Executive Management Teams in the wealth management Sector.
03/14/2024
Matt is currently an Independent Consultant, providing strategic advisory services to Executive Management Teams in the wealth management Sector.
03/14/2024
Asset allocation specialist Niall O’Sullivan returns for a second stint with the international consultancy firm.
03/14/2024
His main task is to coordinate the IT forces for the further digital transformation of Migros Bank.
03/14/2024
New hire will enhance the firm’s corporate advisory services offering
03/14/2024
The office was initially established by The Fry Group, which was acquired by Progeny in 2023.
03/14/2024
Data is at the heart of the transformation of financial services and a key element of Societe Generale’s strategy.
03/14/2024
Jack Spiers has been promoted to Banking and Lending Director
03/13/2024
Marie Seiler, former head of real estate products for third-party clients at Swiss Life AM, is set to start her new post as head of Pensimo Management on 1 July.
03/13/2024
This will ensure the right leadership team is in place to reduce complexity and further sharpen the focus on driving strong, sustainably higher returns through each business line.
03/13/2024
The Portfolios will be managed by Jeff Brummette, Chief Investment Officer, and Nick Davis, Investment Director.
03/13/2024
She also spent eight years at Credit Suisse, where she was a senior executive
03/13/2024
Victoria Hagmann takes the role as the Swiss bank aims to increase its share of the wealth market in the UK, targeting $5tn of wealth assets globally by 2028.
03/13/2024
Departs after 17 years
03/13/2024
Sanderson, Whitby and Grossobel
03/12/2024
Mr Parker’s appointment is part of Iress’ strategic plan to realign its software with changing customer needs
03/12/2024
Previously, he built up the Private Banking Switzerland business at Société Générale as Head Swiss Onshore.
03/12/2024
Company says move is part of its plan to increase its Swiss domestic market share.
03/12/2024
Nicola has client management expertise spanning three decades.
03/12/2024
He has also held other senior roles including Head of Fund Managers for Victoires Haussmann and Head of Real Estate Financing with Investimo.
03/11/2024
She spent 14 years with the Malta Financial Services Authority