Hints and tips:
Related Special Reports
...Jason Hollands, managing director of corporate affairs at wealth manager Evelyn Partners, says: “You need the best people to step up and take over....
...Vera Margaret, executive director and head of deposit and wealth management at UOB Indonesia says the number of customer information files — electronic records of bank customers — has grown fourfold in the...
...“But, for some people, it [inherited wealth] is a tunnel, not a runway.” The wealth management industry is not without sympathetic advisers, either....
...Joel Katz, the CLIA’s Australasia and Asia managing director, anticipated a return to “pre-pandemic strength by 2025”....
...“Our extension into exchange traded funds is a natural evolution of that commitment, driven by demand from the intermediary and wealth management space.”...
...Hayfin Capital Management has hired Michaela Campbell as a managing director for the firm’s private credit team, according to a person familiar with the matter. She previously worked at BlackRock....
...Ganesh Sundaram has joined as a managing director to focus on mid-market sponsor M&A based in Chicago. Thrive Capital has hired Miles Grimshaw as a general partner. He was previously at Benchmark....
...Goldman Sachs has promoted 608 employees to the role of managing director. Latham & Watkins has promoted 34 associates to partner....
...“The region has huge potential to create a major mining industry,” says Tom Harley, managing director of Dragoman, a mining advisory working with Gulf nations....
...General Atlantic has appointed Oakley Capital’s Sascha Günther as managing director and head of Germany, Austria and Switzerland starting January 1, based in Munich....
...Job moves Todd Leland, president of Goldman Sachs’ international unit and a member of the bank’s powerful management committee, will retire at the end of the year and become an advisory director, according...
...But it can’t stop the inevitable if the business hasn’t improved, Thoma Bravo managing partner Holden Spaht writes for the FT....
...“Many of the reasons these guys outperformed had nothing to do with skill,” says Patrick Dwyer, a managing director at NewEdge Wealth, an advisory firm whose clients invest in private equity funds....
...Smart reads Under the gun As Goldman Sachs boss David Solomon looks to revamp his reputation, the pressure is on for his lieutenant Marc Nachmann to transform the bank into a wealth management powerhouse...
...Francesco De Ferrari, who had run Credit Suisse’s wealth management arm, will become a senior adviser to UBS wealth head Iqbal Khan....
...Fortress Investment Group has hired Mary Sonnenberg as a director to work on sponsor coverage and origination, based in New York. She was previously a managing director at BlackRock....
...Global Infrastructure Partners has hired Mustafa Riffat as a managing director and head of communications and managing director. He was previously an executive vice-president at Edelman....
...Wealth management start-up Azura Partners has recruited former senior Credit Suisse banker Anthony Kontoleon to lead its new US office....
...“For all the resilience of the euro area banking sector, the US experience is calling for caution,” said Frederik Ducrozet, head of macroeconomic research at Pictet Wealth Management....
...Houlihan Lokey has named Jonathan Jameson as a managing director in its private funds group, based in New York. He joins from GCA Advisors, which was acquired by Houlihan in 2021....
...Job moves KKR has appointed real estate managing director Julia Butler as the first chief investment officer of its real estate investment trust (Krest)....
...“What’s important for me is to be judged by what I’m doing with the field, and managing to get the best of the players I have.”...
...Houlihan Lokey has hired KPMG’s Andrew Ziegler as a managing director in New York. Andy Kuo has joined Credit Suisse’s wealth management unit in Singapore from UBS Taipei....
...To build or not to build Heathrow’s future may well hinge on the arrival of its new boss Woldbye, whose CV includes managing an expansion in environmentally conscious Denmark....
...JPMorgan Chase has promoted 37 dealmakers to managing director, per Financial News....
International Edition