Search Results | Showing 1 - 10 of 18 results for "Credit Suisse Private Bank" |
| | | ... wealth, will now lead the business' investments. He has been with Mutual Trust since 2015, joining from Credit Suisse Private Bank. Prior to that, Gourlay held roles at Kardina Capital and Austock Asset Management. Prior to Mutual Trust, Bibby spent ... |
| | | | Crestone Wealth Management has made eight new appointments, bringing its team to 80. The firm said the hires reaffirm its commitment to high-quality professional advice in the high net worth and ultra-high net worth client segments. Paul Shalhoub, Duane ... |
| | | | ... aiming to improve social and environmental issues and develop a sustainable global financial system. Credit Suisse Private Bank Australia's chief investment officer Andrew McAuley said sustainable investing, or socially responsible investing, will ... |
| | | | A Melbourne wealth firm run by a former NAB Private Wealth executive has trimmed its allocations to Australian shares as it takes a bearish view on midcaps. Hamilton Wealth Management advises on about $500 million for high net worth clients. It took ... |
| | | | AMP announced new leadership of its advice business, replacing Jack Regan. After 20 years, Regan is retiring from the group. He has been on extended leave since his damning appearance at the Royal Commission in April this year. He has been replaced ... |
| | | | Credit Suisse appointed a new head of private banking Australia, promoting from within. Currently market leader at Credit Suisse Private Banking Australia, Michael Marr will lead the business from August 1. He replaces Alex Wade who, since January 2017 ... |
| | | | The 12 months to mid-2017 saw the number of Australian millionaires rise by 200,000 - the third-largest increase after the US and Germany. The Credit Suisse Global Wealth Report showed that over the same period, the number of ultra-high net worth individuals ... |
| | | | Credit Suisse has been named the most outstanding institution for its Ultra High Net Worth (UHNW) service offering ($50 million plus) at the Australian Private Banking Awards for the fourth consecutive year. The Australian Private Banking Awards are ... |
| | | | Credit Suisse chairman of private banking for the Asia Pacific region Marcel Kreis has stepped down from his role this month, the financial services company has confirmed. Kreis joined Credit Suisse in February 2007 as head of private banking for Asia ... |
| | | | ... economic spectrum," he said. A number of other wealth managers have set up similar products, including Credit Suisse Private Bank and Macquarie Specialist Investments. |
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