09/16/2024
The MPI (Managed Portfolio Indices) comprise approximately 50 direct competitors offering portfolio solutions with similar characteristics.
09/16/2024
He will also be involved in loan origination and execution in his new role as Managing Director in the Real Estate Debt team.
09/16/2024
Daniela has extensive marketing, corporate strategy and business development experience.
09/16/2024
With a career spanning over 35 years in financial services, Eric brings a wealth of experience to Skipton International.
09/13/2024
Current head of equities Philip Haworth has left Aegon
09/13/2024
Tim Breedon has stepped down from the Quilter Board
09/13/2024
The head of private banking in Spain, Adela Martin, will also be replaced as she gets another internal role at the bank, the people said.
09/13/2024
Jan Hüsler joins the executive board at Finad, which offers independent asset management and family office services.
09/13/2024
Dan Ellis joins the wealth firm and becomes one of three appointments to its board.
09/13/2024
The Finad Gruppe has appointed Jan Hüsler as a member of its management team.
09/13/2024
Philipp Haverkamp, Fabia Schulthess and Fabian Rauber have jumped ship to Cité Gestion.
09/13/2024
A key area of Adam’s work will be tax planning for shareholders around a future exit/sale, including tax structuring and succession planning post sale.
09/13/2024
In her new role, Mariani will collaborate closely with Matt Coldren
09/13/2024
In the newly-created role, Cherecwich will focus on ensuring operations and resiliency, effective risk management and controls, and scalable growth.
09/12/2024
She holds a degree in Economics and Business Administration from the Autonomous University of Madrid and an MBA from IADE and completed executive programs at both ESADE and IE Business School.
09/12/2024
In his new role, as Client Director, Andrea will focus on wholesale clients in French and Italian speaking Switzerland and will be based in GAM's Geneva office.
09/12/2024
With nearly 30 years of Investment Banking experience, Ms. Leonhardt brings to Barclays deep client relationships and industry knowledge that will further strengthen the firm’s Consumer and Retail Group in Investment Banking
09/12/2024
Jan Hüsler joins the executive board at Finad, which offers independent asset management and family office services.
09/12/2024
Katherine has extensive experience in financial services and a strong track record of leadership and driving financial performance.
09/12/2024
Ruurd Boomsma and Luca Ritter join EFG Bank von Ernst as part of its intermediary expansion.