Kwun Tong, Hong Kong, September 21, 2021 (GLOBE NEWSWIRE) – The Syracuse Group today announced the appointment of nine heritage market professionals, heritage advisors and strategists in Geneva and South Africa, with a date of opening in early 2022. These senior executives join a large number of others hired and promoted in the company’s Private Banking and Wealth Planning divisions over the past year, dramatically increasing the number of key specialists in contact with the business. clientele serving the wealthy, the wealthy and the very wealthy. value segments.
“These new promotions demonstrate our commitment to providing our clients with comprehensive wealth management services and a highly experienced professional advisor as a single point of contact,” said Thomas Baumann, Managing Partner of Client Development. “We are pleased to announce the appointment of these industry professionals. veterans, who previously managed regional markets for some of the world’s largest companies and will now bring their high-level experience to the Syracuse Group.
The nine new recruits are:
Leader of the fortune market, Olivier Pierce (Geneva). Pierce has over 15 years of experience in asset management and financial services. Prior to joining Syracuse Group, Pierce was Senior Associate at JP Morgan Chase and led a huge book of complex and very rich client relationships, while implementing his strong trust and innovative business skills to build around each client to help serve. their needs across multiple delivery platforms including banking, brokerage / investment management.
Senior Heritage Advisor Michael cole (Geneva). Cole will continue to serve clients of the Syracuse Group in Geneva, bringing more than a decade of experience in financial services in Europe and South East Asia. Prior to joining Syracuse Group, Cole was a portfolio manager at Barclays. Mr. Cole will focus on managing and creating personalized financial plans for the firm’s high net worth clientele.
Senior Heritage Advisor Charlie goodman (Geneva). Goodman, who has over 20 years of expertise in advanced financial planning methods, will now lead the development and coordination of all wealth management services in Geneva. He worked as a Schwab financial consultant in Minneapolis, Minnesota before joining the Syracuse Group.
Senior Heritage Advisor Georges perez (Johannesburg). Perez has worked in the financial planning industry for over 25 years and now oversees the Johannesburg office of the Syracuse Group, which serves clients on the African continent. Prior to joining Syracuse Group, Perez was a portfolio manager at Citibank.
Senior Heritage Advisor, Charles Wallace (Johannesburg). Wallace, who has over a decade of experience, works closely with his clients to meet their financial planning and investing needs. In addition, he manages client relationships and creates tailor-made financial solutions. Wallace will now oversee the Johannesburg office of the Syracuse Group.
Syracuse Group also promoted five advisers:
Laura Watson Heritage advisor (Johannesburg)
Paul Riverbank Heritage advisor (Johannesburg)
Jonathan roseau Heritage Advisor (Geneva)
Elizabeth michaels Heritage Advisor (Geneva)
The nine promotions of the Syracuse Group include market leaders and senior wealth advisers who will focus on providing the company’s integrated and comprehensive wealth management services to high net worth individuals and families, entrepreneurs, business owners. , foundations and endowments in their respective regions. In this role, these individuals will work closely with clients to meet their immediate needs while planning their long-term goals.
Leonard Hayes – Syracuse Group
About the Syracuse Group –
In partnership with each of its clients, Syracuse Group offers a wide variety of financial services and investment solutions tailored to each individual’s financial goals. Syracuse Group has established working relationships with individuals and businesses to create and execute strong, proven plans for its clients. Syracuse Group is committed to having a positive impact on your financial future, which it does by putting the needs of its customers first.
To learn more about Syracuse Group, you can visit their website www.syracusegroup.com
Company name: Syracuse Group
Contact name: Léonard Hayes
Company Address: Kinox Center, 9 Hung To Rd, Kwun Tong, Hong Kong
Website URL: www.syracusegroup.com
Telephone: +852 3018 6792
SOURCE: Syracuse Group