PEOPLE MOVES: Standard Chartered, HSBC GAM, Teladoc
Banking group hires Jersey CEO, as healthcare provider names chief operating officer
Julius Baer
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PEOPLE MOVES: HSBC, Standard Life Aberdeen, Julius Baer
Head of wealth planning joins the global bank and savings chief named at Scottish giant
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PEOPLE MOVES: BNP Paribas WM, Julius Baer, Brewin Dolphin
French bank names India CEO for wealth arm as Swiss firm shakes-up international operation
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Julius Baer targets tech-savvy Brazilian investors
Via investment in fintech firm offering advice and online automated portfolio management solutions
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Swiss wealth firm unveils Thailand joint venture
The newly-created business has hired over 50 relationship managers, investment specialists and support staff
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Is Northern Ireland the next big wealth management hub?
The country’s ‘entrepreneurial spirit’ has created ‘opportunities’ in the marketplace
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PEOPLE MOVES: Canaccord Genuity, Julius Baer, Investec AM
Promotions at CGWM and changes at the top for Julius Baer’s Italian business
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PEOPLE MOVES: Standard Life Aberdeen, Julius Baer, Merian
CEO structure change at UK investment firm, as wealth manager bolsters Latin America offering
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Julius Baer expands operation in Mexico
The Latin America country ‘constitutes a core market in the region’ for the Swiss firm
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Julius Baer’s US tax evasion charges dismissed
In 2016, the Swiss bank agreed to pay $547m and settle tax evasion allegations
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Julius Baer opens South African advisory office
Move prompted by SA market potential, which Swiss group plans to develop over long term
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Nomura to buy stake in Julius Baer’s Japan unit
The deal will help the Swiss firm access more local high net worth clients