09/12/2023
Sophie’s approach in bringing the firm to the client will help us continue to deliver exceptional service to our global private capital clients in the UK, U.S. and the rest of the world.
09/12/2023
Prior to Goldman Sachs, Trader earned a degree in Mechanical Engineering from Princeton University.
09/12/2023
Sam joins the firm from Acuity Law, where he was Head of Real Estate Finance.
09/11/2023
He will also have responsibility for ancillary and other post-IPO services in the region, working with international issuers and the European listing community.
09/11/2023
Henry joins Macquarie Asset Management after 12-years at Barings
09/11/2023
Roxane Straub, Neil McDaniel, Kim Blaser, Philippe Carey and Clément Dumur have left Credit Suisse for Lombard Odier Group.
09/11/2023
She joins the firm as a principal consultant.
09/11/2023
Alexandra Danielsson joins
09/08/2023
Birri will be responsible for driving growth in Latin America.
09/08/2023
Brookfield Oaktree Wealth Solutions was formally launched in April 2021
09/08/2023
The Board of Directors of EFG International has decided to buy back up to a maximum of 6 million own registered shares with a nominal value of CHF 0.50 each.
09/08/2023
In 2022, MKC Wealth announced the acquisition of Cheshire-based advisory firm Genuis Wealth Management.
09/07/2023
Executive will lead search for new chief after Nigel Farage controversy
09/07/2023
He will report to Laura Fox, Regional Underwriting Manager, A&H, UK Specialty Lines.
09/07/2023
They previously worked together at Grant Thornton, alongside Nick Lee and Charles Cavendish who also joined Walker Crips Financial Planning back in 2021.
09/07/2023
The position will be filled by Andreas Feller, who joined the bank from Julius Baer last year.
09/07/2023
The new recruit replaces Christian Leger who moved to Franklin Templeton.
09/07/2023
He will keep his role as head of wealth management for UBS Italy
09/07/2023
Former McKinsey & Company partner Julian Gething brings more than three decades of professional services expertise to the role.
09/07/2023
Eric Adler is appointed as the CEO of the newly created PGIM Private Alternatives division.