04/12/2023
Geneva private bank appoints CEO
BankMed (Suisse) specialises in wealth management.
Executive Moves
04/11/2023
Wealth manager Azura hires ex-Credit Suisse banker for US push
Veteran Anthony Kontoleon will join the four-year-old firm as a partner in New York
04/11/2023
Evelyn Partners bolsters Edinburgh office with Financial Planning Director appointment
The news of Duncan’s appointment follows David Rankin joining Evelyn Partners earlier this year as Managing Partner with responsibility for its Edinburgh and Aberdeen offices.
04/11/2023
Fisch PMs and trend following fund exit for Zurich boutique
The Divas Trend Navigator has a new name, but the clients, brokers, custodians, and partners of the strategy will remain the same.
04/11/2023
Top 50 IAM adds ex-UBS financial intermediaries head to board
It has also added legal specialist Istarel Brucker to the executive committee.
04/11/2023
Maria Teresa Vacalli joins the PostFinance Board of Directors
In addition to her post as a member of the Swiss Post Ltd Board of Directors, she has held various other board roles since 2013.
04/11/2023
Mirabaud AM appoints sole convertibles head
The previous co-head for convertible bonds has left the company.
04/11/2023
Andy Sieg Can Lead Citi’s Wealth Biz Build-out But Faces Uphill Battle
Sieg will likely “start this process but not finish it,” according to industry recruiter Phil Waxelbaum.
04/10/2023
JPM star Wang to step down from $14bn worth of China funds
Citywire AA-rated manager Howard Wang will step back from running money directly as part of a relocation to the asset manager’s Taipei office.
04/06/2023
Northern Trust Strengthens Wealth Management Team in Minneapolis
Previously, he spent a decade as Managing Director and Market Leader of J.P. Morgan’s Private Bank in Minnesota.
04/06/2023
Quilter Cheviot enhances charities team with investment manager hire
Osato’s hire follows other recent appointments at Quilter Cheviot, including that of Oswald Oduntan, who joined the Managed Portfolio Service team as an investment manager in March.
04/06/2023
Citi appoints Selim Elgen as head of global wealth in MENA
Venkat Mahadevan was named as the consumer business manager
04/06/2023
Pictet Accelerates its Zurich Wealth Management Transition
It's no banking industry secret that since Credit Suisse's demise and subsequent takeover by UBS, numerous wealthy clients have been knocking on the door of private banks.
04/06/2023
Well-known asset manager with a new mandate
The new supervisor comes from a Zurich asset manager.
04/06/2023
Ralph Hendriks appointed as Managing Director ABN AMRO MeesPierson
ABN AMRO Wealth Management aspires to be the partner of choice for wealth management in Northwest Europe.
04/05/2023
Evelyn Partners adds leading international disputes team to its Forensic Services practice Team led by Nicholas Good to join from KPMG UK
The agreement with KPMG will also see the transfer of seven of his colleagues, who collectively have 80-years’ experience in delivering Forensic engagements, predominantly in relation to disputes.
04/05/2023
Wealth management firm expands regional teams
They include, Andrew Mays, who has appointed an Associate Investment Director in Bournemouth.
04/05/2023
Robert Kirkby Appointed Independent Director of Butterfield Jersey
Mr. Kirkby’s appointment was effective March 30, 2023, following no objection from the Jersey Financial Services Commission.
04/05/2023
Ocorian appoints Global Head of Regulatory & Compliance
During his 20 years-plus career, Aron has worked at the UK financial regulator as well as in compliance consulting
04/05/2023
REYL Intesa Sanpaolo appoints Head of Wealth Management
Based in Geneva, he is primarily responsible for developing internal operational processes related to wealth management, enabling clients to benefit from an enhanced experience at all levels of their relationship with the Bank.