02/24/2023
Five-strong Credit Suisse Zurich private banking team exits
Central America team head Cristiano Russo left the firm alongside a quartet of private bankers catering to clients in the region from Zurich.
Executive Moves
02/23/2023
UBS appoints Michael Mimick to lead Midwest Wealth Management Market
He was responsible for leading the firm’s advisors in Nebraska, Kansas, Missouri and Oklahoma.
02/23/2023
Welcoming New Adviser Bradley James
At Ryley Wealth Management, Bradley will be advising both private clients and business owners to help them maximise their money and work towards their financial goals.
02/23/2023
Kingswood U.S. Announces Opening of Florida Corporate Office To House New Wealth Management Group
Expansion Strengthens Firm's Wealth Management Footprint in South Florida, with Kingswood Advisors Gaining Additional Access to Services
02/23/2023
radicant announces new leadership team
With the appointment of the Co-Leads, Rouven Leuner and Roland Kläy, radicant’s Board of Directors reiterates the importance of this next phase.
02/23/2023
Lazard Asset Management Appoints Larry Cohen as Global Head of Technology & Operations
He will work with our teams globally to improve and refine our global technology, systems and operational infrastructure, which will help support the next stage of growth and expansion within the asset management business.
02/23/2023
JP Morgan’s Michelle Chen moving from China tech back to Hong Kong wealth management
23 Wall is a global team that sits between the investment bank and private bank to give families and entrepreneurs access to the firm’s intellectual capital, balance sheet, and global deal flows, according to JPMorgan.
02/23/2023
EFG appoints Hong Kong branch CEO
David Louie spent 11 years as market group head for China at Credit Suisse.
02/22/2023
Boris Collardi Returns to Asia Through Back Door
He is not a stranger to the region, having worked two stints in Singapore with Credit Suisse before joining Julius Baer in 2006, where he eventually became CEO.
02/22/2023
Changes in the Board of Directors of Bellevue Group
After serving as a director for Bellevue Group for 16 years, Daniel Sigg will not be standing for re-election at the pending Annual General Meeting.
02/22/2023
EFG Executive Committee Member Unexpectedly Steps Down
They will report to CEO Giorgio Pradelli. A new head of investment solutions will be named in due course.
02/22/2023
Kellerhals Carrard strengthens management in Zurich
The partnership would like to thank the new management very much for their commitment. We look forward to further cooperation!
02/22/2023
IQ-EQ appoints Global Head of Sales Operations
A proven sales operations leader
02/22/2023
GKB private banking and institutional clients head to exit
GKB is currently searching for a replacement.
02/22/2023
Syz equities head exits
Saïd Tazi had worked at the company since 2017, according to Linkedin.
02/22/2023
Ex-Finma asset management head to join fund solutions firm
Philip Hinsen ran the asset management division on an interim basis and has been the head of authorisation asset management for nine years.
02/22/2023
Merrill Private Wealth Head Don Plaus to Retire
Plaus, who is 60 and also oversees Merrill Lynch’s international and institutional wealth groups, had led private wealth (formerly known as the Private Banking and Investment Group) since 2017.
02/21/2023
Atomos hires wealth planning duo
Sean Sims and Bruce Davison join the firm’s Fareham office
02/21/2023
Durlston Partners Appoints Head of Business Strategy and Operations
Prior to joining the team at Durlston, Shannon was the Events Manager for the specialist capital and solutions company 23 Capital.
02/21/2023
Abu Dhabi’s FAB Hires Edmond de Rothschild Executive to Lead Private Bank
Longhini was previously chief executive officer of private banking at Edmond de Rothschild in Geneva and has also held senior roles at Union Bancaire Privee and BNP Paribas SA.