10/02/2020
Zwei Wealth launches Romandy subsidiary and plans hires
‘Geneva as a financial center and western Switzerland as a region form an important pillar for the expansion of ZWEI Wealth,’ said Patrick Müller, the CEO of ZWEI Wealth.
Executive Moves
10/02/2020
Liontrust overhauls fund range and sells Asia Income team
Liontrust will gain up to £2m in cash, payable over five years, for the deal.
10/02/2020
Swiss Robo Adviser Steps Up Expansion
The six-year-old fintech is tasking Jean-Daniel Debons, also an ex-UBS private banker, with a hiring push, regional expansion, and strategic development.
10/02/2020
EY Switzerland: President retires
Now he is announcing his retirement, according to a media release from EY Switzerland on Friday.
10/02/2020
UBS appoints new North West boss in regional growth drive
UBS Wealth Management has appointed a new North West boss and hired a director for its Manchester office
10/01/2020
ZEDRA appoints Kiki Stannard to lead London global expansion services as the acquisition of Fitzgerald & Law completes.
Kiki joined Fitzgerald & Law as a Partner in 2013 and will take up her new role on 1 October 2020.
10/01/2020
Eric A. Stein, CFA, Appointed Chief Investment Officer, Fixed Income, of Eaton Vance Management
Mr. Stein will report to Thomas E. Faust Jr., Chairman and Chief Executive Officer of Eaton Vance.
10/01/2020
Butterfield expands compliance team
These appointments reflect Butterfield’s continued expansion within the Channel Islands and its commitment to growing an experienced team of compliance professionals.
10/01/2020
RBC Hires Three Wirehouse Advisors With Collective $292M In AUM
RBC Wealth Management has $414 billion in total client assets with more than 2,000 financial advisors operating in 179 locations in 42 states.
10/01/2020
Goldman Sachs names new asset and wealth management heads
The Wall Street bank has streamlined operations to include four units, namely investment banking, trading, asset management, and consumer banking and wealth management.
10/01/2020
Dynasty Financial Partners Welcomes Wealth Industry Veteran
Addition of D’Agostino Strengthens Dynasty’s Rapidly Expanding Wealth Management Platform
10/01/2020
CS names French-speaking Switzerland head
He will succeed Michael Willimann on 1 December.
10/01/2020
Boutique hires ex-Robeco PE CEO and PMs to launch climate infrastructure fund
The company achieved its first UN PRI rating this year, and has a CHF 300m rail transport strategy which was launched in 2015.
10/01/2020
Bank Alpinum’s new PB head comes from LGT
Bank Alpinum’s strategy focuses on specialised wealth management services and digital services for private clients
10/01/2020
Standard Chartered boosts board
Maria brings a wealth of CEO, banking, commercial, financial and international experience to the Board.
10/01/2020
Standard Chartered Names Management Team for New Unit
Standard Chartered Bank on Thursday named its FSS management team, who will support Singapore-based co-heads Margaret Harwood-Jones and Emmanuel Ramambason.
10/01/2020
Vontobel appoints Head of Fixed Income Boutique
This appointment exemplifies our commitment to hiring top talent and developing our investment capabilities.
10/01/2020
Willis Towers Watson Switzerland: Change in leadership after 23 years
Wildner has been with us for 15 years
09/30/2020
MDR Mayfair Group announces changes to senior management team
Lisa Zeitlin has been promoted to the MDR Mayfair board as an executive director.
09/30/2020
Brown Shipley head of direct equities departs after two years
Amrendra Sinha is leaving the private bank for personal reasons.