02/13/2024
In his new role, Thomas will continue supporting the team in London while also helping the Group to expand its distribution capabilities, notably across Switzerland.
02/13/2024
The Zurich-based role will help expand the bank’s business with wealthy international clients.
02/13/2024
Alicia Forry promoted
02/13/2024
Sedulo Wealth has also announced that its funds under management (FUM) have broken the £270m barrier.
02/13/2024
Luma has had a branch in Zurich since 2021.
02/12/2024
More recently at Axa IM Deschamps headed the development of the life and wealth management business at Axa France and was also global head of client group at Axa IM Select.
02/12/2024
Prior to joining Evelyn Partners, Daniel spent 22 years as an Investment Manager at Quilter Cheviot.
02/12/2024
The new group focuses on structured finance, debt capital markets, and M&A providing assistance in both English and Italian Law.
02/12/2024
She joins from a distinguished career with global advertising agencies followed by 15 years in financial services
02/09/2024
She replaces Frédéric Cruzel, who has retired after 12 years at the firm.
02/09/2024
A total of 11 new model portfolio solutions added to adviser platform
02/09/2024
André Bodmer, who has been an unlimited liability partner at Rahn+Bodmer since 1995, will retain a financial interest in the private bank.
02/09/2024
The funds researched will be considered for inclusion within Quilter Investors’ range of multi-asset portfolios.
02/09/2024
He will no longer return to his active role as partner and customer advisor at Rahn+Bodmer, it was learned.
02/09/2024
He has over 20 years’ experience across operations, technology and change.
02/08/2024
At Odey WM, he specialised in running portfolios for professional investors, retail clients and entrepreneurs.
02/08/2024
Emma Crystal will replace Peter Flavel, who stepped down as boss of NatWest’s private banking operations during last summer’s furore over Nigel Farage’s account closure, Sky News learns.
02/08/2024
This month, BEKB was also able to recruit Nevin Galmarini as a financial coach in the Professional Investors department, as we learned further.
02/08/2024
Established the ESG investment process at Rowan Dartington where he worked for 12 years
02/07/2024
The advisory council was established, the company said, to advise Coinbase on its global strategy as it grew its reach around the world.