09/27/2023
Dalio Family Office Appoints Mark Baumgartner as Chief Investment Officer
Mark most recently was CIO of Carnegie Corporation of New York since 2020 and prior to that, was CIO at the Institute for Advanced Study in Princeton, New Jersey.
Executive Moves
09/27/2023
Russian banker becomes Zurich boss of Indosuez
The new Zurich boss has more than 25 years of experience in wealth management as well as corporate and investment banking.
09/27/2023
Dominik Hennen to manage newly created Personal Banking unit
Hennen will start on October 1, 2023 and will join the Private Bank Executive Committee.
09/27/2023
René Zwicky becomes the new CEO of LLB Switzerland
In addition to the CEO position, Zwicky, who was born in Glarus, will also take on market responsibility with a focus on the further development of private banking and business with external asset managers.
09/27/2023
Julius Baer hires EAM specialists from UBP
Pedro Tomé and Vânia Rodrigues will join the intermediaries business based in Geneva.
09/27/2023
Wealth Manager Adds Trio of Illustrious Members to its Board
The long-time Credit Suisse executive, has four decades of experience in senior positions
09/27/2023
Old Mill strengthens Wealth Management team recruiting Tim Blowers from Evelyn Partners
He started his career at investment platform Novia Financial Plc and spent a number of years in technical roles before joining Brunel Capital Partners as a paraplanner in 2016.
09/27/2023
Fidelity hires multi-asset veteran Sheikh as head of team retires
Fund house announces changes within multi-asset operations, with Eugene Philalithis set to step down next year.
09/26/2023
LPL Financial Welcomes Wealth Management and Legacy Planning Group
The team reported having served approximately $260 million in advisory, brokerage and retirement plan assets*, and joins LPL from Corebridge Financial, formerly Valic, part of AIG.
09/26/2023
The Cantonal Council has elected the Bank Council and the Bank Presidium of the Zürcher Kantonalbank for the new legislature
The composition of the Bank Council is based on the parliamentary group strengths in the cantonal parliament.
09/26/2023
Private Banks Refocus Leadership Strategies on South and Southeast Asia
In the private banking sector, there is a clear trend of redirecting leadership focus towards South and Southeast Asia.
09/26/2023
WRISE Nets Ex-BoS, CS Executives
The two will both report to chairman Derrick Tan.
09/26/2023
SocGen PB Switzerland replaces private banking head
Internal candidate Benoît Teutsch takes over from the departing David Saliné at the bank.
09/26/2023
Geneva WM poaches senior Credit Suisse relationship manager
Florian Brunner joined GVA Associés this September.
09/26/2023
BIL Switzerland brings in a senior CS manager for Investment Solutions
The investment specialist has more than 20 years of experience in the areas of private banking and wealth management products and solutions.
09/26/2023
Flossbach von Storch initiates generational change
The approval of the supervisory authorities has already been received.
09/26/2023
WRISE Group Appoints Group COO and Group Head of Risk & Compliance to Strengthen Commitment to Core Business Fundamentals
Appointments of Helen Lam and Gaven Koh will bolster the Group's operational excellence and regulatory compliance initiatives
09/26/2023
Mediobanca appoints deputy general manager before 2024 push
He will also work alongside Duccio Marconi
09/26/2023
Canaccord Genuity WM hires Rathbones London director
David Blake joins Canaccord after eight years with Rathbones.
09/25/2023
Credit Suisse AM investment strategy head joins Geneva boutique
Alexandre Bouchardy and Tarik Garidi have moved to Weisshorn Asset Management in Geneva.