04/13/2022
Wealthspire Advisors Names Nine New Managing Directors
Heather Flanagan – Flanagan serves as Head of Family Office Services, overseeing the firm’s enhanced family office service platform, as well as trust and estate services.
Executive Moves
04/13/2022
UBS LatAm advisor joins Vontobel wealth biz
He began his career in finance with ABA Capital Markets in Venezuela
04/13/2022
Sionic Appoints Chief Client Officer
Our first ever CCO has a global focus on new business development and client account management
04/13/2022
L1 Digital Nabs Goldman Sachs Banker
The investment firm, focused on blockchain and digital assets, received its license as a manager of collective assets from the Swiss Financial Market Supervisory Authority (Finma) last January.
04/13/2022
IQ-EQ names Chief Commercial Officer for Luxembourg
Bram is an experienced commercial director with a 20-year international track record in the financial services industry.
04/12/2022
StanChart Appoints Taiwan Head of Wealth Management
New Hong Kong Wealth Management Head for StanChart
04/12/2022
Citi Names APAC Head of Global Wealth Management
Citi Appoints Asia Economist For Wealth Management Unit
04/12/2022
UBP and SCB make senior Asia appointments
The wealth management positions are in Singapore and Taiwan.
04/12/2022
Zurich family office’s VC vehicle appoints managing partner
Kingstone Schweizer Ventures focuses on the themes energy systems, food tech and materials 2.0.
04/11/2022
Quilter Cheviot Europe boosts its Dublin office with triple hire
QCE expects to continue expanding its team in Ireland to support its growth ambitions.
04/11/2022
Revealed: Ruffer adds six partners to its ranks
Former M&G global chief Aled Smith and two investment managers are among the new additions, lifting the total number of partners on Ruffer's books to 58.
04/11/2022
UBP Nets Ex-Julius Baer Structured Product Specialist
Meier is a 30-year financial veteran and he joins from Julius Baer where he led its APAC structured products advisory and sales team since 2010.
04/08/2022
Select Wealth Management Appoints New Business Development Manager
Hill will work alongside Senior Business Development Manager Helen Robertson.
04/08/2022
Ex-Kantonalbank CEO becomes luxury hotel board member
He also remains on the board of directors of private bank Bellerive, in which GKB holds a majority stake.
04/08/2022
Justin Oliver promoted to Chief Investment Officer of Canaccord Genuity Funds.
An investments company with a major site in Blackpool has made a new senior appointment.
04/08/2022
BNP Paribas Asset Management further strengthens German ETF & index sales team
In their new roles, they will help to boost BNPP AM’s ETF franchise in the German market, strengthening coverage within wealth management, private banking, asset management and retail distribution.
04/07/2022
JPM recruits private banker for offshore Mexico unit
Prior to JPM, Salinas Santos was a managing partner at Mexican private equity and family office firm Adas Capital for eight years.
04/07/2022
Santander poaches int'l private banker from Deutsche
Cereceda entered the financial services industry in 2006
04/07/2022
GAM nominates Deutsche Bank veteran to board
He was proposed to GAM by major shareholder Jörg Bantleon.
04/07/2022
Lugano family office CIO takes new role due to EFG merger
He will continue to manage his Swiss equity fund in his new role.