12/20/2022
The appointment will take effect on 1 July, when Victor Aerni, currently Head of Zone Swiss-German Market, takes up his new role as CEO of Pictet Wealth Management in Asia.
12/20/2022
She previously served as Director of Business Development for SEI Asset Management Distribution, and prior to joining SEI, Gill held roles at BMO Nesbitt Burns.
12/20/2022
Stéphanie Maarek, Chief Conduct and Control Officer for Global Markets and CIB since 2017, will succeed Nathalie Hartmann, Head of Compliance and member of the Group’s Executive Committee since 2017.
12/20/2022
Garth joins UBS from Wells Fargo where he served as a Financial Advisor in Orange County for more than 11 years.
12/20/2022
The Board of Directors of Helvetia will propose Dr Yvonne Wicki Macus and Dr René Cotting for election to the Board of Directors.
12/20/2022
Daniel Hug is a wealth officer and handles client mandates.
12/20/2022
When she takes up her post on March 1, 2023, she will also assume responsibility for important departments such as the Risk Office Products & Digitization, Marketing, and Human Resources & Training.
12/20/2022
Her role will focus on ensuring Investec Wealth and Investment’s research capability remains “industry-leading”.
12/20/2022
Based in Singapore and Hong Kong, the senior bankers work across a variety of functions, including private banking, relationship management and Client due diligence.
12/19/2022
Christophe Biollaz has over 20 years’ experience as a CFO, including with the international MCH Group and at Saint-Gobain Switzerland since 2020.
12/19/2022
Bellevue Group , based in Küsnacht near Zurich, is bringing an experienced secondaries team on board in Steven Kroese , Lars Honegger and Chris Davies
12/16/2022
He will work closely with Simon Pearson, Cazenove Capital’s Regional Head for the North of England, to service the existing client base, whilst also supporting the growing community of business owners and entrepreneurs.
12/16/2022
During his tenure, he successfully strengthened Julius Baer’s franchise and broadened its footprint in South East Asia.
12/16/2022
Joe Capaldi joins Brooks Macdonald from CS Investment Managers to lead the firm's AIM portfolio service.
12/15/2022
Previously, he also worked at UBS and J. Safra Sarasin.
12/15/2022
He will then become one of six partners with unlimited liability of the institute.
12/15/2022
Prior to merge of businesses in H1 2023
12/15/2022
McGinness strengthens Avidian’s people-centric approach to wealth management with his diverse set of experiences for high-net-worth clients.
12/15/2022
Former LGT Vestra partner Mark Livesey joins the firm following a career break
12/15/2022
Rocco Baldinger took up his position as head of the non-profit desk in LGT 's private banking department at the beginning of December.