09/12/2024
Indosuez WM expands relationship management teams
Ezgi Bosson-Cagdas, Marcelo Rezende and Renzo Peroni have joined Indosuez Wealth Management.
09/12/2024
Ezgi Bosson-Cagdas, Marcelo Rezende and Renzo Peroni have joined Indosuez Wealth Management.
09/12/2024
Amundi announces the appointment of Francesco Sandrini as Chief Investment Officer of Amundi Italy.
09/12/2024
Amundi announces the appointment of Philippe d’Orgeval as Deputy Group Chief Investment Officer*.
09/12/2024
Based in Evelyn Partners’ Manchester office, Gary will provide end-to-end tax advice across the business lifecycle.
09/12/2024
CJ said: “I’m delighted to join Rocq."
09/11/2024
Federated Hermes has named Pascal Weber as a director - business development for Switzerland.
09/11/2024
She will oversee the day-to-day operation of the BVI office and support the development of the Group’s BVI offering globally
09/11/2024
J. Stern & Co. manages numerous high-performing strategies, with a long-term horizon and a focus on quality.
09/11/2024
Derek Tillery, head of property management at Ryden, said, “Stuart’s recruitment is an important milestone for our team.
09/11/2024
With over 25 years of experience, Sasha has also held senior roles at Schroders, Rothschild & Co, and Canaccord Genuity
09/11/2024
Fuchs will report to Jens-Daniel Hauske
09/11/2024
Aurélie Maillard has previously worked in portfolio management and private banking
09/11/2024
Greta was appointed as Chair of the STEP Guernsey Branch in 2023
09/11/2024
Tenet Mortgage Solutions ceased to trade but had not entered administration
09/10/2024
Taylor joins from Canaccord Genuity Wealth Management where he was key in portfolio management services.
09/10/2024
She was previously head of private client tax at Blick Rothenberg, overseeing significant growth of its tax team.
09/10/2024
She has also held positions at BNP Paribas Real Estate and Generali Real Estate
09/10/2024
Steven Noble to pursue new role at Assura
09/10/2024
Previously, he served for a decade at Coutts, rising to the position of South Coast Director and Team Leader, managing a team responsible for advising clients on both sides of their wealth balance sheet.
09/10/2024
“They both bring a wealth of experience and a fresh perspective that will be crucial as we continue to grow.”