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Executive Moves

09/27/2023

Old Mill strengthens Wealth Management team recruiting Tim Blowers from Evelyn Partners

He started his career at investment platform Novia Financial Plc and spent a number of years in technical roles before joining Brunel Capital Partners as a paraplanner in 2016.

09/27/2023

Fidelity hires multi-asset veteran Sheikh as head of team retires

Fund house announces changes within multi-asset operations, with Eugene Philalithis set to step down next year.

09/26/2023

LPL Financial Welcomes Wealth Management and Legacy Planning Group

The team reported having served approximately $260 million in advisory, brokerage and retirement plan assets*, and joins LPL from Corebridge Financial, formerly Valic, part of AIG.

09/26/2023

The Cantonal Council has elected the Bank Council and the Bank Presidium of the Zürcher Kantonalbank for the new legislature

The composition of the Bank Council is based on the parliamentary group strengths in the cantonal parliament.

09/26/2023

Private Banks Refocus Leadership Strategies on South and Southeast Asia

In the private banking sector, there is a clear trend of redirecting leadership focus towards South and Southeast Asia.

09/26/2023

WRISE Nets Ex-BoS, CS Executives

The two will both report to chairman Derrick Tan.

09/26/2023

SocGen PB Switzerland replaces private banking head

Internal candidate Benoît Teutsch takes over from the departing David Saliné at the bank.

09/26/2023

Geneva WM poaches senior Credit Suisse relationship manager

Florian Brunner joined GVA Associés this September.

09/26/2023

BIL Switzerland brings in a senior CS manager for Investment Solutions

The investment specialist has more than 20 years of experience in the areas of private banking and wealth management products and solutions.

09/26/2023

Flossbach von Storch initiates generational change

The approval of the supervisory authorities has already been received.

09/26/2023

WRISE Group Appoints Group COO and Group Head of Risk & Compliance to Strengthen Commitment to Core Business Fundamentals

Appointments of Helen Lam and Gaven Koh will bolster the Group's operational excellence and regulatory compliance initiatives

09/26/2023

Mediobanca appoints deputy general manager before 2024 push

He will also work alongside Duccio Marconi

09/26/2023

Canaccord Genuity WM hires Rathbones London director

David Blake joins Canaccord after eight years with Rathbones.

09/25/2023

Credit Suisse AM investment strategy head joins Geneva boutique

Alexandre Bouchardy and Tarik Garidi have moved to Weisshorn Asset Management in Geneva.

09/25/2023

Lombard Odier appoints centralised advisory head

Selina Keshavji will be replacing Jerome Leclere as head of centralised advisory at Lombard Odier.

09/25/2023

IAM hires former BNP Paribas adviser

Alpen Partners featured in Citywire Switzerland’s Top 50 Independent Asset Managers 2023.

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.

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