03/02/2022
Brown Shipley Strengthens Regional Presence
Brown Shipley has appointed eight additional Client Advisors and a Managing Director, bolstering its presence in Norwich and Cambridge.
Executive Moves
03/01/2022
Oliver Wyman appoints wealth managemetn head in Australia
We are delighted to have gained an expert in insurance and wealth management
03/01/2022
Barclays appoints Co-Heads of Investment Banking, Greater China
China presents one of the largest and most exciting growth opportunities in the world.
03/01/2022
HSBC Nets Ex-UOB Technologist
Based in Singapore, Chiew reports to the commercial bank’s global head of platforms, Aman Narain.
03/01/2022
New top-level addition at AvS
The expert on best practices in family-owned businesses, family offices, and foundations joins the firm’s office in Geneva, Switzerland.
03/01/2022
Artemis' Gillespie and JPM's Bampfylde join Redington
Tara Gillespie and Laura Bampfylde
03/01/2022
Indosuez Wealth Management appoints new Head of Key Clients & Family Offices in Zurich Branch
The appointment of Dr. Alexandra Skreta is part of Indosuez Wealth Management's strategic initiative to strengthen its presence amongst key clients & family offices.
03/01/2022
Credit Suisse appoints Fitzgerald, McCaffrey, Rima to asset management roles
Filippo Rima is promoted internally to assume the role of global head of investment, the spokesperson said.
03/01/2022
Swiss Private Bank appoints new member of the Executive Management Board
Till Christian Budelmann has been with the Swiss Private Bank since 2004 and, as Chief Investment Officer (CIO), heads the Bank's Investment Division.
03/01/2022
UBS WM restructures unit for ultra-rich clients, names new global family office boss
The former head of the GFO unit, Joe Stadler, has been handed a new role as executive vice chair for UBS’s global wealth management business, where he will work directly with Khan.
02/28/2022
GoldenTree Asset Management Hires Head of Private Credit Origination
Mr. Frank brings to GoldenTree over 20 years of experience in leveraged finance and working with private equity sponsors.
02/28/2022
ZKB appoints Berberat Kecerski to board of directors
She succeeds Mark Roth, who was appointed to the board of directors at the end of January 2022.
02/28/2022
Credit Suisse reorganizes Swiss entity
The focus is on private banking, i.e. business with customers who have between 250,000 francs and up to several million francs in custody assets.
02/28/2022
BNY Mellon Wealth Management Names New Global Head of Fiduciary, Global Family Office
She will be responsible for managing a global team of trust professionals serving as advisor to family offices
02/28/2022
7IM appoints chief risk officer
He joins 7IM from Brooks Macdonald where he was head of group risk for around four years.
02/28/2022
StanChart Names India Head of Wealth Management
He brings to the role a rich experience gained over 20 years in wealth management, private banking and retail banking products and distribution.
02/25/2022
Schroders restructures team, appoints investments lead
Local head of product Natalie Morcos will also take on an expanded role as head of product and solutions, Australia.
02/25/2022
Itaú restructures global wealth management leadership team
Meanwhile, fellow São Paulo-based Nicholas McCarthy was appointed CIO for all of Itaú’s wealth management businesses.
02/24/2022
Raiffeisen Switzerland completes management team and expands operational performance
In this way, Raiffeisen is further expanding its operational performance and increasing productivity in the company.
02/24/2022
Wealth Enhancement Group Accelerates Multi-Year Growth Strategy by Appointing Eric Weiss as Chief Growth Officer
Seasoned C-Suite FinTech Leader from Personal Capital to Focus on Digitally-Enabled Organic Growth