10/03/2025
He will also continue to assume responsibility for managing the wealth manager networks and life insurance portfolios as well as liaising with customers.
10/03/2025
In this role, the executive will lead U.S.-based efforts focused on covering North American Managers
10/03/2025
This appointment recognises his significant contribution since joining the firm.
10/03/2025
Carne wants to expand its position here – and has brought in a new Swiss boss to do so.
10/03/2025
Tom Cheesman reunites with former Investec colleague, Jonathan Taylor, at the wealth firm's new division.
10/03/2025
He knows LGT inside out, and as a member of the LGT Wealth Management UK Governing Board
10/03/2025
There has also been a rise in headcount for Carne’s Swiss team.
10/02/2025
Heinrich Henckel will succeed Ben Snee and is expected to remain in post for two to three years while a more permanent succesor is sought.
10/02/2025
This appointment represents a planned transition with Claire taking over from the scheme’s current Group General Counsel, Jeremy Hill.
10/02/2025
The Zurich business law firm Advestra is expanding into litigation and has appointed Lukas Rusch to build the new team.
10/02/2025
Hugh James has appointed Danielle Cahill as Partner in its Private Wealth Disputes team in London
10/02/2025
The private bank has recruited senior relationship manager Harald Mitschnigg alongside his junior counterpart Nazmie Fejza.
10/02/2025
The new starters will join key departments across the business, with a strong focus on expanding the firm’s audit services across the regions.
10/02/2025
His work spans the full investment lifecycle, from transactions and growth strategy to commercial due diligence and post-merger integration and operational improvement.
10/02/2025
LGT has recruited a five-person team to cover the Portuguese market, including ex-UBS bankers Ricardo Dias Afonso and Joao Correia.
10/02/2025
He has extensive experience guiding financial investors through all stages of the investment lifecycle
10/01/2025
The Board and the entire team extend their deep gratitude to Rodolfo
10/01/2025
The appointments of Chris Cahill and Ben Camp-Bell bring new senior leadership and additional strategic vision as Raymond James further strengthens its wealth management capabilities in the UK.
10/01/2025
Roberts becomes only the third leader of the business as it celebrates its fiftieth anniversary
10/01/2025
Felscher spent nearly ten years in various leadership roles at UBS before joining Moneypark in June 2023 as Head of Sales Strategy & Transformation.