09/02/2022
Ticino PKB engages UBS private bankers for Latam clients
Latin America is a core market for PKB. The bank has also had a presence in Panama since 2012.
Executive Moves
09/02/2022
Morgan Stanley Welcomes Back UBS Brokers with $6.3M Combined in NY, MD
In the more recent shift, 39-year industry veteran David A. Shorr rejoined Morgan Stanley after a 10-year hiatus at UBS
09/02/2022
Partner and Market Head Appointed at ZWEI Wealth
Matthias Lehmann is an internationally renowned wealth management leader.
09/02/2022
Janus Henderson bolsters fixed income team with senior appointments
The firm has announced its plans to promote four Citywire-rated fund managers within its fixed income department, effective from the 1st October.
09/02/2022
Close Brothers boosts regions with Rathbones and Investec veterans
The Rathbones raid continues as the firm hires Sally-Ann Gallier as investment director.
09/02/2022
Luxury Goods Conglomerate LVMH Appoints Group President in North Asia
Michael Schriver has 24 years of experience in the region with Tiffany & Co., DFS and Louis Vuitton.
09/01/2022
UBP Adds Investment Duo for South Asia
UBP’s partner advisory proposition is a high-touch offering that allows clients to access a dedicated investment expert that provides tailored multi-asset advice according to return expectations, time horizon and risk profiles.
09/01/2022
Crescent appoints Chief Operating Officer and Head of Marketing & Growth
As an operations leader and with a background in law, Rachel has an in-depth knowledge of the Australian and global financial services ecosystem.
09/01/2022
UBS Private Wealth Recruits Advisor From Wells Fargo
She was formerly with Wells Fargo Clearing Services LLC in San Diego, and according to Wealthminder, manages over $692 million in client assets.
09/01/2022
Lugano PB hires UBS private banker
He focuses on the Latin American market.
09/01/2022
Zurich IAM appoints CIO
He previously worked at a Swiss private bank.
09/01/2022
Real assets chief exits French asset manager
Experienced investor announces departure on LinkedIn with plans to take on as-yet-unnamed new challenge.
09/01/2022
Evelyn Partners appoints Michael Vaughan to support continued growth of London financial planning team
He joins Evelyn Partners from Attivo Group, where he worked for three and a half years and was a Chartered Financial Planner.
08/31/2022
Openwork AR recruits data analyst from Quilter
Unique Financial Planning has appointed Katie Jeffery, formerly a senior reporting analyst at Quilter, to organise data management across the firm.
08/31/2022
French AM’s multi-management chief exits to launch consultancy
Experienced fund selector Servane Duforest will offer advice and support to asset managers after leaving Groupama Asset Management.
08/31/2022
UBS with changing of the guard in Wettingen
With the qualifications as a qualified banker HF and Bachelor of Science FH as well as many years of experience within UBS, the new branch manager is attested to both practical and specialist knowledge.
08/30/2022
Credit Suisse Hires for Technology Banking
A representative for Credit Suisse confirmed the contents of the memo.
08/30/2022
Natixis Investment Managers expands team in Zurich
He will be responsible for the areas of banks, external asset managers
08/30/2022
Partner and Senior Counsel Promotions in Walkers' Jersey office
The 26 new partners across Walkers' global offices marks the firm's largest ever round of additions to the partnership.
08/29/2022
Blackrock Appoints Wealth Head for Southeast Asia
He is based in Singapore while succeeding and reporting to Guilherme Lima who was named head of wealth for Asia Pacific in October last year.