03/25/2025
Clifton Wealth Partnership makes appointment for new M&A role
He has also worked in both advisory and paraplanning roles throughout his career.
03/25/2025
He has also worked in both advisory and paraplanning roles throughout his career.
03/25/2025
Long has more than 10 years of experience in the creation and management of international trust structures, private trust companies and purpose trusts.
03/25/2025
Burri was most recently Head Special Clients Desk EMEA in Global Wealth Management at UBS.
03/25/2025
Hans-Jörg Morath, Yves Béréhouc and Ramon Vogt are joining the sales team for the Exchange Traded Funds (EFT) division.
03/25/2025
He brings a deep understanding of media mechanisms, strategic communications, and reputation management.
03/25/2025
Nicolas Lanel brings more than 30 years of experience in investment banking, the last 18 of which are closely associated with the emergence of the GP-led secondary space.
03/25/2025
The company appointed Robert Steiner as Head of Wealth Distribution for Switzerland and the DACH region.
03/25/2025
Markus Lack succeeds Niklas Elser, who was appointed Head of Pensions to the Executive Board of AXA Switzerland, effective April 1, 2025.
03/25/2025
Owen Jenkins, HSBC's global head of discretionary portfolio management, has left the bank, and will be replaced on an interim basis by Sai Tampi.
03/25/2025
Previously, she held leadership positions with responsibility for sales, development, and implementation at DNB and tech companies such as Ericsson, Microsoft and Telenor.
03/24/2025
The Swiss bank has been looking to gain ground in leveraged finance
03/24/2025
Chris Elias and Pictet graduate scheme product Nadine Hayderi join Luciano Diana and Katie Self on Swiss firm's giant GEO fund.
03/24/2025
Chris Elias and Pictet graduate scheme product Nadine Hayderi join Luciano Diana and Katie Self on Swiss firm's giant GEO fund.
03/24/2025
Prior to that, Hollenstein spent 16 years as a managing director of the external asset manager department at Credit Suisse in Zurich.
03/24/2025
Move part of a broader restructuring of insurance business
03/24/2025
Tim Brown Latest Regional Hire in Growing International Presence
03/24/2025
The promotions highlight Ocorian’s ongoing growth, and its dedication to nurturing progression for its team members.
03/24/2025
Andrius Načajus will also be a member of the board of INVL Financial Advisors, the financial brokerage company operating under the brand name INVL Family Office.
03/24/2025
Largest UK DC pension provider announces change to executive leadership team.
03/21/2025
The regional Asia head moves to London, as former Indosuez WM Asia boss Omar Shokur starts his new role at the Swiss private bank.