News, Comment & Analysis results for People Moves
Indosuez WM Revamps Divisional Structure, Makes Top Appointments
The France-headquartered group is changing its divisional make-up a year after buying a...
Who’s Moving Where In Wealth Management? – Evelyn Partners, RBC BlueBay, M&G
The latest moves, appointments and personnel changes among wealth management and related...
Who’s Moving Where In Wealth Management? – Smart Wealth AM, Charles Russell Speechlys
The latest moves, appointments and personnel changes among wealth management and related...
Switzerland-Headquartered Partners Group Continues US Expansion
Partners Group is one of a number of private market investment firms that has become involved in...
Allfunds Names New French Head
Allfunds, a Madrid-headquartered B2B funds distribution platform, is advancing its WealthTech...
Standard Chartered Steps Up Digital, AI Game
With AI being a major technological theme influencing wealth management and private banking,...
Citigroup Names New China Country Officer, Banking Head
With a career of three decades and experience at banks such as Credit Agricole and JP Morgan and...
Julius Baer Names Southeast Asia Market Heads, Predecessor Retires
The outgoing market head for the region has been in the banking sector for almost 40 years, 10 of...
IQ-EQ Names Head Of Private Wealth For Jersey
Since he joined as a newly-qualified accountant in 2002 for one of the legacy businesses which now...
Summary Of Global Moves In Wealth Management – March 2025
A summary of the main wealth management industry moves around the world during March 2025. ...