09/25/2023
IAM hires former BNP Paribas adviser
Alpen Partners featured in Citywire Switzerland’s Top 50 Independent Asset Managers 2023.
Executive Moves
09/25/2023
ZKB: Three new bank council members
They will take office next January.
09/25/2023
Schroders Capital Expands Private Equity Capabilities in Singapore
She will work closely with David Bajada, Investment Director for Private Equity at Schroders Capital, as well as the broader Asian private equity team.
09/25/2023
Anna Zakrzewski named Group Chief Operating Officer at Quintet Private Bank
Experienced international wealth management specialist to join private banking group’s leadership team amidst growth drive
09/22/2023
UBS hires five-person advisor team in Greenwich, CT
They join the UBS Soundview Wealth Management Market, led by Mara Glassel, and will be based in the firm’s Greenwich, CT office, managed by Erin McDonald.
09/22/2023
Investec appoints directors to board of UK wealth management giant
The deal was first announced in April, and involves an all-share combination of Investec Wealth & Investment UK and Rathbones, that leaves Investec holding 41.25% in the enlarged Rathbones business.
09/22/2023
Schroders global fixed income boss Paul Grainger exits
The departure follows a reorganisation of the firm’s global fixed income and currency desk.
09/22/2023
Canaccord bolsters regions with divisional director appointments
Adam Ross and Rupert Stone have been appointed as divisional directors to spearhead the expansion of different regional hubs of the wealth business.
09/22/2023
BBH Private Banking appoints head of family solutions
Tricia Levin has been hired by Brown Brothers Harriman & Co. as the head of family office solutions.
09/22/2023
Iress Wealth appoints interim chief
In the role, she oversees the delivery of strategic, operational, and financial outcomes for the wealth business.
09/22/2023
Copernicus appoints experienced investment boss
As a member of the management team, she reports to CEO Marco Boldrin , as was further learned.
09/22/2023
Credit Suisse private banker joins Lombard Odier as managing director
Denis Gilliot’s previous roles included head of private banking for Switzerland at ING.
09/21/2023
BlackRock Miami offshore wealth sales head joins Compass in senior role
Joel Martinez had been at the asset management giant for 12 years.
09/21/2023
Impax recruits ex-Jupiter global head of product strategy
Revealed: Impax appoints Mark Bliss to a newly created role leading its global product development and design.
09/21/2023
Melissa Shilliday joins J.P. Morgan Private Bank
Melissa works with affluent clients including families with generational wealth and entrepreneurs who have sold their companies.
09/21/2023
List for reappointment of Board of Directors approved
The relevant documentation will be published in the coming days.
09/21/2023
Re-election of Swiss Takeover Board members
The ultimate supervision of the Takeover Board and the election of its members is the responsibility of FINMA’s Board of Directors.
09/21/2023
FINMA Executive Board: Johanna Preisig to leave FINMA
FINMA’s Board of Directors and Executive Board thank Johanna Preisig for her valuable contribution during her time at FINMA.
09/21/2023
Oliver Wyman appoints new bank manager
He has been working for the company since 2018 and the Swiss started his career in an international investment bank.
09/21/2023
Quilter appoints Chris Jones as Financial Adviser School academy director
As academy director, Jones will report to Amanda Cassidy, managing director of Quilter Financial Advisers, and will drive forward the evolution of the Financial Adviser School during its transition into an academy.