03/28/2025
He established the M&G Wealth Advice Academy in 2021, demonstrating his commitment to nurturing new talent within the sector and increasing accessibility of advice for consumers.
03/28/2025
Surguy is to leave after around six years with the business, handing investment oversight to his team, which includes deputy CIO Matthew Yeates.
03/28/2025
She succeeds Dr. Basil Heeb, who announced his resignation as CEO of Basler Kantonalbank last year.
03/28/2025
Julius Baer has brought on board renowned crypto specialist Michael Martin
03/28/2025
Raja Akram will join Deutsche Bank and succeed James von Moltke as CFO after a transition period
03/28/2025
Chief Executive Phil Gent explains: "PBIM is in a very pleasing "growth" phase which has seen the business and investment team expand significantly over the past 12 months.
03/28/2025
The company has named Richard Brian, currently technical director, as the new managing director of CURO.
03/27/2025
He succeeds Alessandro Balestra who covered both positions ad interim after Loïc Voide left Deutsche Bank in November 2024.
03/27/2025
Personally and on behalf of the Executive Board
03/27/2025
Charlotte Yonge and Tomasz Boniek will become co-manager of the firm’s multi-asset and global income strategies, respectively.
03/26/2025
He will also develop and maintain forecasting scorecards and models, and provide commentary on financial markets to clients, advisers and Quilter Cheviot’s investment managers.
03/26/2025
He has joined the business as part of Canaccord Wealth’s acquisition of Brooks Macdonald International (BMI), where he had worked for ten years.
03/26/2025
Daniel Peters, who has extensive expertise providing banking to the fiduciary and fund sectors, has joined their Corporate Banking team.
03/26/2025
He joined the firm this month in the city of Lutry.
03/26/2025
New head Yves Spörri ran multiple departments at Banque Cantonale de Genève.
03/26/2025
He will temporarily support the Executive Board led by Armin Brun on strategic matters and ensure a careful handover of the department until his departure from BEKB.
03/26/2025
Marc Camus will continue to deploy and strengthen BNP Paribas' IT strategy for the benefit of the Bank’s clients and all the Group's entities.
03/26/2025
He joins VIG Re from RenaissanceRe, where he served as Senior Vice President of Asia Pacific.
03/25/2025
The selector becomes head of the tailor-made multi-asset management team at Indosuez Wealth Management.
03/25/2025
He has also worked in both advisory and paraplanning roles throughout his career.