03/02/2022
Sanctuary Wealth Breaks Into Chicagoland with Ketoret Capital
$250 million team joins from Merrill Lynch
Executive Moves
03/02/2022
UBS Revamps Family Office
Athanasopoulos will continue to continue to serve as co-head of UBS trading and will report to both investment bank chief Rob Karofsky.
03/02/2022
Close Brothers AM appoints new CEO
He will take up the new position with effect from 7 March 2022
03/02/2022
Ex-Credit Suisse MD Joins BNP Paribas Wealth Management
She will be tasked with expanding the French private bank’s sustainable investment offering and driving client
03/02/2022
Credit Suisse AM names global investment head amid senior changes
The asset manager hires global head of distribution and head of product, and names new regional chiefs.
03/02/2022
Brown Shipley Strengthens Regional Presence with Nine New Hires across the East of England
Brown Shipley has appointed eight additional Client Advisors and a Managing Director, bolstering its presence in Norwich and Cambridge.
03/02/2022
Brown Shipley Strengthens Regional Presence
Brown Shipley has appointed eight additional Client Advisors and a Managing Director, bolstering its presence in Norwich and Cambridge.
03/01/2022
Oliver Wyman appoints wealth managemetn head in Australia
We are delighted to have gained an expert in insurance and wealth management
03/01/2022
Barclays appoints Co-Heads of Investment Banking, Greater China
China presents one of the largest and most exciting growth opportunities in the world.
03/01/2022
HSBC Nets Ex-UOB Technologist
Based in Singapore, Chiew reports to the commercial bank’s global head of platforms, Aman Narain.
03/01/2022
New top-level addition at AvS
The expert on best practices in family-owned businesses, family offices, and foundations joins the firm’s office in Geneva, Switzerland.
03/01/2022
Artemis' Gillespie and JPM's Bampfylde join Redington
Tara Gillespie and Laura Bampfylde
03/01/2022
Indosuez Wealth Management appoints new Head of Key Clients & Family Offices in Zurich Branch
The appointment of Dr. Alexandra Skreta is part of Indosuez Wealth Management's strategic initiative to strengthen its presence amongst key clients & family offices.
03/01/2022
Credit Suisse appoints Fitzgerald, McCaffrey, Rima to asset management roles
Filippo Rima is promoted internally to assume the role of global head of investment, the spokesperson said.
03/01/2022
Swiss Private Bank appoints new member of the Executive Management Board
Till Christian Budelmann has been with the Swiss Private Bank since 2004 and, as Chief Investment Officer (CIO), heads the Bank's Investment Division.
03/01/2022
UBS WM restructures unit for ultra-rich clients, names new global family office boss
The former head of the GFO unit, Joe Stadler, has been handed a new role as executive vice chair for UBS’s global wealth management business, where he will work directly with Khan.
02/28/2022
GoldenTree Asset Management Hires Head of Private Credit Origination
Mr. Frank brings to GoldenTree over 20 years of experience in leveraged finance and working with private equity sponsors.
02/28/2022
ZKB appoints Berberat Kecerski to board of directors
She succeeds Mark Roth, who was appointed to the board of directors at the end of January 2022.
02/28/2022
Credit Suisse reorganizes Swiss entity
The focus is on private banking, i.e. business with customers who have between 250,000 francs and up to several million francs in custody assets.
02/28/2022
BNY Mellon Wealth Management Names New Global Head of Fiduciary, Global Family Office
She will be responsible for managing a global team of trust professionals serving as advisor to family offices