PEOPLE MOVES: 7IM, National Friendly, Julius Baer
Head of financial planning leaves DFM, as mutual society names CEO
Julius Baer
-
-
Julius Baer reaches $80m US settlement over Fifa case
Bank ‘pursued the profit it could make laundering corrupt funds’
-
Global private bank has acquisition ban lifted
After the group says it is ‘open to big, transformational’ M&A deals
-
PEOPLE MOVES: Royal London AM, AHR Private Wealth, Tilney S&W
Asset manager names CEO, while international advice firm makes triple hire
-
People Moves: Julius Baer, Credit Suisse, Manulife
Private bank bolsters Hispanic America team, while rival doubles down on its ESG strategy
-
Swiss private bank to pay $80m to settle Fifa case
Over alleged money laundering and corruption involving football officials
-
Swiss wealth manager eyes ‘big, transformational acquisitions’
CEO is confident M&A restrictions will be lifted in 2021
-
Julius Baer reportedly eyes China wealth joint venture
It wants to join forces with a local firm to tap into the country’s growing financial services sector
-
Swiss private bank sells off Bahamas wealth arm
As a ‘select number of key investment managers’ become minority shareholders at its Italian subsidiary
-
Swiss wealth manager names head of India
He will be based in Hong Kong
-
Julius Baer partners with Chinese wealth management institute
In a bid to improve training and education in the country
-
PEOPLE MOVES: Barclays PB, Kleinwort Hambros, Julius Baer
Private bank names chief executive, while wealth manager replaces outgoing commercial director