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lakefield partners hires chris fluri from ubs to enhance wealth management team

Lakefield Partners, a Zurich-based asset manager, has appointed Chris Fluri as Senior Relationship Manager, effective January 1, 2025. Fluri brings over 25 years of experience, having spent more than 20 years at UBS, where he specialized in ultra high net worth clients and family offices. His previous roles include serving in the Global Family Office team in Singapore and key positions at Credit Suisse and J.P. Morgan.
finews.ch
United States Dollar Credit Suisse Real Estate Fund Siat J.P. Morgan Fixed Income Opps A EUR Inc SGP CHE
Finance & Economy, Press Release
08:17 06.01.2025

lakefield partners enhances team with former ubS executive chris fluri

Lakefield Partners, a Zurich-based wealth manager, has appointed Chris Fluri as a Senior Relationship Manager, effective January 1, 2025. Fluri, who has over 25 years of experience, previously spent more than 20 years at UBS, focusing on Ultra High Net Worth clients and family offices in Switzerland and Asia. This recruitment underscores Lakefield Partners' commitment to attracting top talent in the financial industry.
finews.com
United States Dollar Credit Suisse Real Estate Fund Siat J.P. Morgan Fixed Income Opps A EUR Inc SGP CHE
Finance & Economy, Press Release
08:17 06.01.2025

banking salaries under scrutiny as top executives face performance criticism

Sergio Ermotti, recently highlighted for his substantial earnings of over 14 million for just nine months of work in 2023, questions why high salaries in banking attract criticism while those in sports do not. Unlike top athletes who must consistently perform to earn their wealth, Ermotti's compensation stems from managing a bank rather than individual achievements. As he prepares for the challenging integration of Credit Suisse, his role contrasts sharply with entrepreneurs and athletes who risk personal investment and face direct accountability for their success or failure.
insideparadeplatz.ch
J.P. Morgan Fixed Income Opps A EUR Inc UniCredit S.p.A. BNP Paribas SA ITA CHE FRA USA DEU Oswald Grübel Vinicius Junior Marco Odermatt Roger Federer Jamie Dimon Andrea Orcel Sergio Ermotti Show more
Finance & Economy, Blog Post
07:58 02.01.2025

j p morgan highlights leading technology stocks for 2025

J.P. Morgan has identified its top technology stocks for 2025, highlighting key players poised for growth in the sector. Investors are encouraged to consider these selections as potential opportunities in the evolving tech landscape.
msn.com
J.P. Morgan Fixed Income Opps A EUR Inc USA
Finance & Economy, Market Report
19:08 20.12.2024

lienhardt and partner expands private banking presence in bern with new hire

Lienhardt & Partner has expanded its private banking presence in Bern by hiring Prusho Ponniah, a former banker at Credit Suisse and J.P. Morgan. The bank, which operates as a hybrid of private banking and real estate, aims for organic growth in the region, leveraging Ponniah's extensive local network. CEO Duri Prader noted that the bank's revenues grew significantly in the first half of the year, reflecting a strong performance across all business areas.
finews.com
Swiss Franc Von Graffenried GR Aktien Schweiz I VZ Vermögenszentrum AG J.P. Morgan Fixed Income Opps A EUR Inc Berner Kantonalbank AG Credit Suisse High Yield Bond Fund, Inc. Vontobel Holding AG Lienhardt& Partner Core Strat.I Zähringer Privatbank AG CHE Duri Prader Prusho Ponniah Show more
Finance & Economy, News Article
13:07 18.12.2024

lienhardt and partner expands private banking presence in bern with new hire

Lienhardt & Partner has expanded its private banking presence in Bern by hiring Prusho Ponniah, a former banker at Credit Suisse and J.P. Morgan. The bank, which operates as a hybrid of private banking and real estate, aims for organic growth in the region, leveraging Ponniah's extensive local network. Under CEO Duri Prader, Lienhardt & Partner reported a nearly 40% increase in half-year profits, reflecting strong growth across all business areas.
finews.com
Swiss Franc Vontobel Holding AG VZ Vermögenszentrum AG Berner Kantonalbank AG Credit Suisse High Yield Bond Fund, Inc. J.P. Morgan Fixed Income Opps A EUR Inc Lienhardt& Partner Core Strat.I CHE Prusho Ponniah Duri Prader Show more
Finance & Economy, News Article
13:03 18.12.2024

lienhardt and partner expands private banking presence in bern with new hire

Lienhardt & Partner has appointed Prusho Ponniah, a former banker at Credit Suisse and J.P. Morgan, to lead its expansion into private banking in Bern. The firm, which blends private banking with real estate, aims for organic growth in the region, leveraging Ponniah's extensive local network. The bank reported a strong first half of the year, with a nearly 40% increase in profits.
finews.ch
Swiss Franc Vontobel Holding AG Berner Kantonalbank AG Credit Suisse High Yield Bond Fund, Inc. J.P. Morgan Fixed Income Opps A EUR Inc CHE Prusho Ponniah Duri Prader Show more
Finance & Economy, Market Report
12:59 18.12.2024

Lienhardt and Partner Expands Private Banking Presence in Bern

Lienhardt & Partner has appointed Prusho Ponniah, a former banker at Credit Suisse and J.P. Morgan, to lead its expansion into private banking in Bern. The firm, which blends private banking with real estate, aims for organic growth in the region, leveraging Ponniah's extensive local network. The bank reported a strong first half of the year, with a nearly 40% increase in profits.
finews.ch
Swiss Franc J.P. Morgan Fixed Income Opps A EUR Inc Berner Kantonalbank AG Credit Suisse High Yield Bond Fund, Inc. Vontobel Holding AG CHE Prusho Ponniah Duri Prader Show more
Finance & Economy, Market Report
12:59 18.12.2024

UBS Restructures US Wealth Management Business to Enhance Client Services

UBS is restructuring its US wealth management business, effective January 1, 2025, by dividing it into four regions alongside UBS International and the Wealth Advice Center. Key appointments include regional directors and a new advisory segment for ultra-high-net-worth clients, now including those with over $50 million in net worth. The organization aims to enhance decision-making and customer responsiveness while streamlining sales and support teams.
finews.asia
J.P. Morgan Fixed Income Opps A EUR Inc USA John Mathews Charles Otton Julie Fox Alicia Curry Jennifer Gabrielli Jason Chandler Len Golubski Rick Gonzalez Lauren Gorsche Jon Ramey Mike Ryan Jennifer Povlitz Bill Carroll Ogden Hammond Show more
TradFi, Press Release
02:51 12.12.2024

ubs reorganizes us wealth management with new regional structure and leadership

UBS is restructuring its US wealth management business, effective January 1, 2025, creating four regional divisions to enhance decision-making and client responsiveness. Key appointments include Chris DiMuria as Northeast Regional Director and John Mathews leading a new Private Wealth Management segment. The organization will also introduce a "UHNW Plus" client segment for those with over $50 million in assets, managed by Charles Otton.
finews.ch
United States Dollar J.P. Morgan Fixed Income Opps A EUR Inc USA Bill Carroll Alicia Curry Mike Ryan Jon Ramey Charles Otton Ogden Hammond Jason Chandler Jennifer Gabrielli Lauren Gorsche Jennifer Povlitz John Mathews Len Golubski Rick Gonzalez Julie Fox Show more
Finance & Economy, Press Release
08:15 11.12.2024
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