10/12/2023
Canaccord Genuity WM names Becket and Champion as joint CIOs
Tom Becket and Richard Champion have been appointed joint CIOs at Canaccord Genuity Wealth Management, following a merger of its two investment offices.
Executive Moves
10/12/2023
Credit Suisse Investment Banking Team Jumps in Unision to Competitor
The team is organized to cover the entire fixed-income value chain
10/12/2023
«Oh Yeah.» Daughter of Yello's Frontman Heads Its Family Office
Individual management teams will continue to be responsible for the operational business of the respective divisions.
10/12/2023
UBS wealth management desk head joins Lombard Odier
Lombard Odier has appointed Julien Gautheret as a desk head in Geneva.
10/12/2023
Romain Miginiac appointed fund manager for GAM Star Credit Opportunities strategy
He is based in Geneva.
10/12/2023
Raffles Family Office steps up China expansion
Kevin King named managing director, head of Greater China
10/12/2023
Odey AM's Geoffrey Marson and Odey Opportunity fund move to Canaccord Genuity
Several other transfers confirmed
10/11/2023
Thomas Nonnweiler Joins Fiduciary Trust Company as a VP and Investment Officer
As an Investment Officer, Nonnweiler will work closely with individuals and families to develop, implement, and oversee customized investment and wealth planning solutions designed to meet their unique long-term goals.
10/11/2023
LGT Poaches Iberia Team From UBS
From Zurich, the quartet previously worked for the Spain desk of Switzerland's largest bank for several years.
10/11/2023
CS regional boss steps down – Central Switzerland becomes a hotspot
It goes on to say that he successfully helped develop the Entrepreneurs & Executives (E&E) department at CS. Kutschera started at the major bank in Lucerne in 2003.
10/11/2023
Apollon Wealth Management Bolsters Sarasota Office with Key Appointments
Wesley Davis and Jeff Wood join Apollon’s Adi Dassler International Family Office
10/10/2023
UBP spilts with managing director after 10 months
UBP confirmed that Vikram Gopalakrishnan, who joined in January, no longer works at the company.
10/10/2023
Leo Wealth hires JP Morgan PB investment specialist
The global wealth manager has bolstered its Singapore office, which opened earlier this year after the acquisition of Jachin Capital.
10/10/2023
RBC Wealth adds $630M teams from Morgan Stanley, Wells Fargo
The firm has added advisors in New York, Pennsylvania and Minnesota.
10/10/2023
UBP taps Wellington Management for EMEA wholesale boss
Christian Betzel joins
10/09/2023
Matt Burton joins UBS Wealth Management in Indianapolis
Prior to joining UBS, he worked as a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management.
10/09/2023
Singapore's most alluring family office is hiring traders
Its latest recruits include Akihiro Konishi, a former macro trader at Garda Capital Partners.
10/09/2023
T. Rowe Price Names Distribution Executive in Singapore
Based in Singapore
10/09/2023
Edmond de Rothschild asset management strengthens its presence in the Middle East
She aims at providing access to a wide range of conviction-driven Asset Management expertise with an emphasis on Private Markets
10/09/2023
Julius Baer announces changes to Executive Board
The changes in structure and leadership are designed to enhance the delivery of its targets for the 2023–2025 strategic cycle and beyond.