09/12/2023
Credit Suisse COO Departs for New Opportunity
The acquisition of Credit Suisse by UBS in March was a strategic move devised by the Swiss government
Executive Moves
09/12/2023
Goldman Sachs asset and wealth management executive to retire, as others join firm
Goldman Sachs Asset Management has also named Aurin Bhattacharjee and Jamison Hill as managing directors in sustainable investing.
09/12/2023
Philip Braude of Braude Wealth joins IR as the exclusive Wealth Management member in Israel
Our services include financial, estate and succession planning, corporate structuring and trusts advisory.
09/12/2023
Robin West appointed co-manager on Invesco UK small caps strategy
Invesco has formally named the investment veteran as co-manager of its UK Smaller Companies fund.
09/12/2023
Evolution of the Lombard Odier Group’s Partnership
Lombard Odier 25 years ago and has been instrumental to the success of the Group’s asset management division, Lombard Odier Investment Managers.
09/12/2023
UBP hires six-strong Credit Suisse wealth management team
Christian Boissonnard, Damien Bouvard, Jean-Charles Crouzet, Léopold Robert and David Lanzilao all join Union Bancaire Privée.
09/11/2023
BNP Paribas Wealth Management Announces New CEO for Middle East Operations
He takes over from Masroor Batin, who stepped down at the end of August. Initially, Batin had considered transitioning to another role within the bank.
09/11/2023
Orion Taps AssetMark’s Natalie Wolfsen as New CEO
Wolfsen will take over CEO Eric Clarke's role in mid-October.
09/11/2023
We’ve appointed Mike Tan as new Global Head of Wealth Planning & Family Advisory
Mike’s appointment demonstrates the Bank’s commitment to enhance our wealth advisory proposition which complements our banking and wealth management offerings globally, and to bring a holistic advisory experience to our clients.
09/11/2023
Macquarie Asset Management expands private wealth capabilities with senior appointment
Henry joins Macquarie Asset Management after 12-years at Barings
09/11/2023
Julius Bär Gruppe : Baer strengthens its Italy & Ticino coverage with the appointment of a new Market Head Italy and new teams
Prior to that, he spent nine years at UBS covering the Turkish and Italian markets in Zurich and Lugano.
09/11/2023
Lombard Odier poaches five Credit Suisse investment specialists
Roxane Straub, Neil McDaniel, Kim Blaser, Philippe Carey and Clément Dumur have left Credit Suisse for Lombard Odier Group.
09/08/2023
Vontobel Wealth Management Appoints Director
Birri will be responsible for driving growth in Latin America.
09/08/2023
Northern Trust Asset Management Names New CIO of Global Asset Allocation
Anwiti Bahuguna Brings 25 Years of Industry Experience to Newly Created Position
09/08/2023
Brookfield Oaktree Wealth Solutions Hires Head of Nordics Region to Support Growing Demand for Alternatives
Brookfield Oaktree Wealth Solutions was formally launched in April 2021
09/08/2023
Cohen & Steers appoints head of wealth for Asia Pacific
Liyen Wee will be responsible for establishing and managing relationships with financial intermediaries in the region.
09/08/2023
MKC Wealth appoints former Quilter head as MD
In 2022, MKC Wealth announced the acquisition of Cheshire-based advisory firm Genuis Wealth Management.
09/08/2023
Michael Tae and Doug DeSchutter Appointed Co-Presidents of Broadridge’s Investor Communication Solutions Business
Bob Schifellite to become Chairman of Investor Communication Solutions
09/07/2023
NatWest appoints ex-Mastercard boss Rick Haythornthwaite as chair
Executive will lead search for new chief after Nigel Farage controversy
09/07/2023
Credit Suisse LatAm advisor joins rival Vontobel in director role
André Birri had been at Credit Suisse for five years and left during a period of significant turnover at the firm following its takeover by UBS.