07/02/2025
The new cohort of Directors are accompanied by 12 promotions to Associate Director, 16 promotions to manager and 25 promotions to Senior Associate across the Group’s offices and services.
07/02/2025
The proposed changes to inheritance tax are giving clients major cause for concern, particularly in relation to pensions and succession planning.
07/02/2025
In his new role, he leads the Guernsey team in delivering private wealth and corporate services, with a particular focus on long-term client relationships, cross-border structuring, and sound governance.
07/02/2025
Tina Bee and Alecia Ibbotson joins as client advisors in UBS Jersey office.
07/02/2025
Graham Thomas has stepped away from the firm after seven years.
07/02/2025
Craig and Anne Marie have been working closely with Alistair since April in order to effect a smooth transition.
07/02/2025
As part of Board succession planning, Mr Swaak will, subject to regulatory approval, assume the role of Barclays Bank UK PLC Board Audit Committee Chair from March 2026.
07/01/2025
Sylvia Pozezanac will be replaced after three years in the role by UK boss of Gallagher Benefit Services, David Piltz.
07/01/2025
I am very excited to announce the appointment
07/01/2025
Ingold has extensive experience in the Swiss financial industry.
07/01/2025
Throughout his career, Claude has led large-scale strategic initiatives across Zurich, London, New York, and Singapore
07/01/2025
During his time at the WTO, Ossa led the organization's economic strategy.
07/01/2025
Hartley, who founded Fairstone nearly 18 years ago, said he was proud of the company’s progress and its distinct approach to advice.
07/01/2025
Pedro Guazo Hired to Strengthen Investment Capabilities and Lead NTAM Across Europe, the Middle East and Asia-Pacific
07/01/2025
These appointments reflect Lazard’s expanding connectivity and partnership with alternative asset managers
07/01/2025
Catherine is a highly experienced, senior wealth management professional
07/01/2025
Knee’s appointment to add meaningful strengthening to Ninety One’s investment platform.
07/01/2025
After eight years in the role
06/30/2025
He previously held senior roles at Beauchamp Estates and has advised UHNW clients and developers including the Reuben Brothers, Berkeley Homes and Amazon Property Group.
06/30/2025
In her new role, Monthe will be responsible for leading BII’s investment activities, stakeholder engagement, and strategic partnerships in Francophone countries across West and Central Africa.