04/28/2026
The appointment is aimed at strengthening the firm's focus on high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs) under its Invictus platform, the tech-enabled wealth management startup said in a statement.
04/23/2026
He spent 17 years at Tokio Marine in senior leadership roles in Japan and the UK, including at Tokio Marine Kiln, before overseeing product planning for corporate underwriting in Tokyo.
04/16/2026
Baay, formerly with Julius Baer, Credit Suisse, and Citi Private Bank, will implement a ‘one bank’ strategy leveraging OCBC Indonesia’s platform.
04/16/2026
Michael Saadie, CEO of JBWere, welcomed Walsh and Smoker to the team, particularly in the wake of Alexandra Campbell’s recent appointment as the firm’s new Chief Investment Officer.