Press Room > Press Release
Stanford Group (Suisse) AG Announces Senior Appointments to Private Wealth Advisory Team
6/18/2007
Zürich, Switzerland (June 18, 2007) – Stanford Group (Suisse) AG has announced the addition of Barbara Hauser and James Thompson to its Private Wealth Advisory team, a group dedicated to the specialized advisory services required by ultra-high-net-worth individuals and families. The two senior-level advisors join Felicity Keller who is leading the company’s Private Wealth Advisory team.
Ms. Hauser is an internationally recognized expert regularly featured in Citywealth’s Top 100 list and as a speaker at global family office and legal conferences. Her specialties include family governance, education, family offices, business succession and legacy planning. She has published a number of articles on family succession issues and has a wealth of experience and expertise as a consultant to ultra-high-net-worth families.
Mr. Thompson, recently Head of Marketing at Rothschild in London and previously at Cazenove and Warburg, brings in-depth experience in successful new business initiatives and development, particularly in the family-owned business arena.
Ms. Keller, a non-practising UK Barrister and Trust and Estate Practitioner, brings over 20 years of experience within international private wealth management, including senior appointments at Credit Suisse Group and Pictet & Cie.
The team will continue to develop Stanford’s suite of expert family advisory services, offering leading-edge advice for the intergenerational challenges facing wealthy families around the world. The Private Wealth Advisory team will provide truly independent, value-added and fee-based advisory services in line with Stanford’s values of hard work, clear vision and value for the client.
"Ms. Keller and her team offer a differentiated approach from other market players, where conflicts of interest often interfere with a truly client-centered philosophy," says Jack Staley, head of Stanford’s European region and president of Stanford Group (Suisse) AG. He adds, "Stanford, as a third-generation family-owned business, is uniquely positioned and qualified to advise other business-owning families."
About Stanford Group (Suisse) AG
Stanford Group (Suisse) AG, an independent asset management and investment advisory company, is headquartered in the heart of the financial district of Zurich and provides private wealth management services to high-net-worth clients. The company is a member of the Stanford Financial Group of companies.
About Stanford Financial Group
Stanford Financial Group is a privately held, wholly owned global group of financial services companies led by Chairman and CEO R. Allen Stanford and founded by his grandfather, Lodis B. Stanford in 1932. Stanford's core businesses are private wealth management and investment banking for institutions and emerging growth companies. Stanford provides private and institutional investors with global expertise in asset allocation strategies, investment advisory services, equity research, international private banking and trust administration, commercial banking, investment banking, merchant banking, institutional sales and trading, real estate investment and insurance. Stanford serves clients from 136 countries on six continents. Securities products and services in the United States are offered through Stanford Group Company, member NASD/SIPC. More information on the company can be found at www.stanfordfinancialgroup.com