03/16/2022
Rothschild Asset Management's New Switzerland Head
The executive previously had a similar role at the firm from 2013 to 2017
Executive Moves
03/16/2022
UBS Bolsters Asia Family Office Unit
Separately, Andrew Lo has been appointed as head of family advisory and family office solutions for Greater China.
03/16/2022
RIA taps former TD exec to lead Wealth Management
Dario will lead organic growth efforts for the Aquiline-backed SageView’s $4 billion wealth management business.
03/16/2022
Deutsche Bank appoints LatAm leader for Swiss unit
Since December 2019, Coppola has been working as head investment manager, Latin America
03/16/2022
Canaccord's Oliver promoted to funds CIO role
Justin Oliver has taken on the new role of CIO of Canaccord Genuity funds at the wealth manager.
03/16/2022
EQ Investors joint CEO leaves after four years
Joint CEO Mark Howlett left the financial planning and sustainable discretionary fund management firm on 28 January.
03/15/2022
PineBridge Investments Hires Asia Pacific CEO
Asset management veteran has held leadership roles in Asia for more than 20 years
03/15/2022
First Republic Bank appoints new CEO
Founder Jim Herbert Transitions to Executive Chairman
03/15/2022
Citi co-head leaves for new venture
Before that he was senior vice president, investment counsellor of Citi Private Bank.
03/15/2022
Invest in Others Names Private Advisor Group Cofounder John Hyland Board Chair
From education to health and wellness programs, the philanthropic impact at Invest in Others is far-reaching.
03/15/2022
REYL Intesa Sanpaolo appoints Chief Impact Officer
He will be tasked with aligning and coordinating impact practices and tools across REYL Intesa Sanpaolo’s business lines
03/15/2022
Leading Financial Planner joins major family office
He will work closely with the existing team and assist in developing and delivering the Wealth Planning offering to the UK and international markets.
03/15/2022
Credit Suisse Group appoints Rob Cox as Group Head Corporate Communications
Rob will play a key role in driving our new Group strategy across all channels, while helping engage with major stakeholders as we pursue our goal of becoming a more client-centric bank with risk management at its core.
03/15/2022
Banca Finint strengthens its family offices with a peak entry from UniCredit
It will contribute to the enhancement of the range of solutions available for professional and institutional clients such as family offices and family holding companies.
03/14/2022
ZEDRA increases local support to Colorado based companies
Lindsey brings with her a deep understanding of a company’s pain points when expanding internationally, and the tools to help – whether through introductions, operational support, marketing or knowledge sharing.
03/14/2022
GAM appoints global investments head
He brings a wealth of knowledge and experience and will provide strong leadership for our investment teams in the next phase of our growth strategy.
03/14/2022
StanChart searches for new risk head and starts planning for next CFO
Mark Smith to exit as emerging markets-focused lender maps out succession plan for veteran CFO Andy Halford
03/14/2022
Investec W&I hires Sanlam's director
Lobel (nee Colley) takes up a directorship within Investec W&I's London office after four years with Sanlam.
03/11/2022
Global Impact announces the appointment of 5 new Board members
These individuals will add tremendous value to the organization with their philanthropic expertise from across the public, private and nonprofit sectors.
03/11/2022
Credit Suisse Nabs Top UBS Banker In Asia
Effective June 13