03/31/2023
Trio exit Top 50 IAM to launch their own firm
They left at the end of January under amicable terms, Tramondo Investment Partners said.
Executive Moves
03/31/2023
Bank of America Names Lindsay Hans and Eric Schimpf Presidents and Co-Heads of Merrill Wealth Management
As presidents, Hans and Schimpf will join Bank of America's executive management team and oversee more than 25,000 Merrill employees.
03/31/2023
CGWM creates UK managing director role for firm veteran
Canaccord Genuity Wealth Management has promoted Duncan Stratford to UK managing director after a string of acquisitions expanded the business significantly.
03/30/2023
Bank of Singapore appoints Global Market Head of Middle East
Mr Khanna will be a member of the Bank’s management committee, reporting to Bank of Singapore Chief Executive Officer Mr Jason Moo.
03/30/2023
Appointment of Marco Parroni as Chief Marketing Officer and Antje Hembd as Head Global Brand Partnerships & Sponsoring
He will support them in further aligning their activation strategies with Julius Baer’s global brand positioning and communication.
03/30/2023
Yves Gmür becomes the new Head of Taxes Liechtenstein/Eastern Switzerland at Grant Thornton Switzerland/Liechtenstein
Professionally, Yves Gmür held various positions in the financial sector and with one of the Big 4 - with several years of work in Liechtenstein, before he worked as a tax auditor at the Cantonal Tax Office of Zurich from 2016 to 2018.
03/30/2023
Julius Baer announces senior hires as it continues to drive business growth in Brazil
Additionally, several Senior Relationship Managers and Relationship Managers have recently joined Julius Baer Brazil.
03/30/2023
Portfolio manager exits Zurich IAM for DZ Privatbank
He spent six years at Belvoir Capital and previously worked at Vontobel.
03/30/2023
Mirova accelerates its global development with new strategic ambitions in the US
As part of this development plan, the American markets are key in raising assets under management for the global equities strategy, the expansion of impact investing, and the development of the private assets offer.
03/30/2023
Robeco appoints Zurich-based global thematic investing head
The new appointee will also join the executive committee of Robeco Switzerland.
03/29/2023
Julius Baer Hires India Banker in Singapore
Previously, she also worked at Standard Chartered, BSI and RBS Coutts.
03/29/2023
Calastone appoints Chief Commercial Officer
Calastone has announced the appointment of Brian Godins as Chief Commercial Officer, where he will lead the business’ commercial strategy and accelerate geographic growth and penetration of their global solutions.
03/29/2023
Berkshire Bank Names Andrew Webb, Senior Vice President, Private Banking, Capital Region, NY
He will serve the greater Capital Region and surrounding areas in New York to provide flexible solutions, expert advice, and swift, concierge-level personal attention.
03/29/2023
UBS appoints a new Chief Executive Officer
The Board made the decision to appoint Sergio P. Ermotti as Chief Executive Officer in light of UBS’s new priorities following its planned acquisition of Credit Suisse
03/29/2023
Lancaster Guernsey appoints Consultant
He moved back to London in 2020 as Head of Business Development for technology firm Alana, and joins Lancaster Guernsey after a period as CEO of Future Solutions Group.
03/29/2023
BlackRock’s $30bn head of multi-asset income investing to exit
The world’s largest money manager’s multi-asset strategies and solutions group will undergo a reshuffle in the coming months, with new co-heads appointed.
03/29/2023
Oddo BHF senior private banker joins rival in Geneva
Françoise Pesci has also previously worked for Citi and Barclays.
03/28/2023
Willow Private Finance appoints senior HNW mortgage broker
His extensive lender network enables him to provide tailored financial products and services for residential, buy-to-let, bridging, commercial, and development properties, as well as life assurance recommendations.
03/28/2023
UBS Wealth’s James McGuire retires after 38-year career
He said he has decided to “call it a day and pretend to do some gardening”
03/28/2023
EFG specialist joins Lugano private bank to head wealth solutions
PKB brings EFG Bank’s former head of wealth planning Alfonso Rivolta on board as it ramps up wealth management services.