Swiss wealth firm opens advisory office in Italy
Division will be led by a former Credit Suisse private banker
Vontobel
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PEOPLE MOVES: Vontobel, Brewin Dolphin, Raffles FO
Swiss firm replaces CFO, while wealth manager nabs investment director from Cazenove
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PEOPLE MOVES: Deutsche Bank, Prudential, EFG International
German banking group names APAC chief, while life insurer appoints Thailand CEO
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PEOPLE MOVES: Quilter, Allianz Partners, Alliance Bernstein
UK-based firm restructures its national advice business, while insurer names APAC chief
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PEOPLE MOVES: Praemium, Vontobel, Quilter Investors
Former FPI managing director joins platform, as wealth manager names head of LatAm and Middle East
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PEOPLE MOVES: Sanlam, Momentum Pensions, Close Brothers
C-level changes at the South African financial services firm
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Vontobel unveils Swiss digital investment solution
Firm will look to roll out system to clients as well as other financial services providers
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Vontobel acquires Swiss firm’s US private client portfolio
The duo have also entered into a cooperation agreement about recommending clients
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PEOPLE MOVES: 7IM, Quilter Cheviot, UBS Wealth Management
CEO to retire at 7IM, Jersey hire for DFM and Asia change-up at Swiss wealth manager
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PEOPLE MOVES: Nedbank PW, Columbia Threadneedle, Pinebridge
Resignation at the top for Columbia Threadneedle moving to L&G role
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PEOPLE MOVES: HSBC, Fidelity and Momentum
HSBC appoints a Hong-Kong based global head of private wealth solutions, Fidelity creates a head of stewardship and sustainability role, while Momentum Pensions has named a head of business development for the Middle East and Asia.
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Vontobel launches joint venture with Bank of Singapore
High net worth clients with the Bank of Singapore can now open an account with Zurich-headquartered with Vontobel following a joint venture between the two private banks.