08/31/2023
Group of relationship managers joins Julius Baer in Geneva to form a new team for local entrepreneurs and executives
The team will be headed by Adrien Genecand, who will assume his new position at Julius Baer on 1 September 2023.
Executive Moves
08/31/2023
BNP Paribas WM CEO for EMEA resigns
Masroor Batin has resigned from the bank after earlier talk that he will transition into a new role.
08/31/2023
IAM suddenly replaces Zurich office CEO
Karolyn Krekic will be succeeding Johannes Wettstein as CEO of the Zurich office and head of the DACH region effective immediately.
08/31/2023
Lugano wealth manager poaches senior client RM from Pictet
Rachel Alioska has joined LFA Lugano Financial Advisors as a senior client relationship manager in Zurich.
08/31/2023
JM Finn & Co hires new Head for Yorkshire Office
Andrew Aitken has joined JM Finn & Co as Head of the Yorkshire Office.
08/31/2023
Rothschild & Co’s Wealth Management business expands its Zurich-based team for Central and Eastern European clients
The new team joins from Credit Suisse and will start at Rothschild & Co on 1 September 2023.
08/30/2023
Activist Investor Group Proposes New CEO for GAM
He began his career in Europe in 1995
08/30/2023
Credit Suisse's global head of sustainable investing exits
Jeroen Bos will enter gardening leave at the end of this week, with an 'exciting next chapter to follow'.
08/30/2023
Close Brothers AM makes another hire from Investec W&I
Chris Hutchinson joins as senior investment manager
08/30/2023
Stratos Wealth Holdings names Phil Nuttall as Chief Operating Officer
Experienced Financial Leader Joins From LPL Financial to Lead Stratos' Infrastructure and Asset Management Operations
08/29/2023
RBC Appoints Interim Asia Wealth Head
Based in Singapore, Ireland will also retain his existing role as head of global markets APAC for RBC Capital Markets.
08/29/2023
Barings Adds New Directors in Singapore, Sydney
Previously, she also worked at Mirae Asset Global Investments, Robeco and Credit Suisse.
08/29/2023
The Search for Vontobel's New CEO Intensifies
At the same time, Vontobel has set itself ambitious staff expansion targets which are somewhat difficult to orchestrate while the search for a CEO is ongoing.
08/29/2023
Banque Heritage founder retires from refreshed board
Two members of the board of directors have stepped down, with one new addition.
08/29/2023
GAM board agrees to step down after NewGAMe funding success
Proposal to replace existing leadership to be tabled at long-discussed extraordinary general meeting.
08/29/2023
HSBC names Maria Gardner as Head of Family Office
Maria will work with the bank’s team across the islands, as well as the wider global private banking and HSBC Group network, to drive growth in the family office sector.
08/29/2023
EY appoints new site manager in Basel
She leads the biotech sector and supports in this segment up to global, multinational pharmaceutical companies in all growth phases and service areas.
08/29/2023
UBS Keeps Credit Suisse's Banker to Russian Billionaires
With Russia's invasion of Ukraine triggering sanctions on wealthy Russians, both Credit Suisse and UBS wound down their operations in Russia.
08/28/2023
Indosuez WM's Top Asset Management Executive in Hong Kong Steps Down
Additionally, he served HSBC in the capacity of an international wealth manager, steering offshore banking and investments for the bank's affluent clientele.
08/28/2023
Bank of Singapore Hires Ex-UBS Executive in Europe
Boes has extensive experience in client advisory as well as client and business strategy for the ultra-high net worth and family office segments in Europe and Asia Pacific.