03/15/2024
Ellis Davies strengthens team with the director appointment
She joins from Old Mill Financial Planning, bringing with her a wealth of experience and expertise in the financial services industry.
03/15/2024
She joins from Old Mill Financial Planning, bringing with her a wealth of experience and expertise in the financial services industry.
03/15/2024
Gill will also become a member of the Risk Committee and Remuneration Committee of LHV Bank Limited.
03/15/2024
The group has also appointed a new vice president, which is Markus Wintsch of Swisspartners.
03/14/2024
Sacha El Khoury takes over
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.