Private clients
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News Team on 27/03/2023
HSBC Global Private Banking (GPB) has appointed Henry Lam as regional head of wealth planning and advisory for Asia Pacific.
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News Team on 23/03/2023
Mark Somers, cofounder and partner of family office head hunting firm Somers Partnership, has published another book to guide family offices.
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News Team on 22/03/2023
More than half (52 percent) of UK high net worth individuals (HNWIs) have been victims of crime in the last 12 months, according to research by specialist insurer Ecclesiastical.
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News Team on 21/03/2023
Wealth manager Quilter’s high net worth segment Quilter Cheviot has hired Oswald Oduntan as an investment manager.
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News Team on 15/03/2023
Credit Suisse has appointed Neeraj Arora as a director and relationship manager for the non-resident India (NRI) market.
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News Team on 13/03/2023
Wealth manager RBC Brewin Dolphin has appointed Ed Caswell as a charity investment manager.
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Isabel Baxter on 09/03/2023
Boutique wealth manager Oberon Investments has appointed Mark Burtenshaw as an investment manager.
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News Team on 16/02/2023
Lombard Odier Trust - part of Swiss private bank Lombard Odier – and Mizuho Financial Group have agreed to provide private banking and wealth management services to Japanese high net worth (HNW) individuals.
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News Team on 09/02/2023
Deutsche Bank has appointed Serene Wee as managing director and senior client partner in its South-East Asia wealth management arm
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News Team on 09/02/2023
LGT Wealth Management has appointed Lewis Gregory to its model portfolio service (MPS) team as a portfolio manager
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