03/03/2023
Michael, Aldo and Ross are strong contributors to our firm, always putting our clients first and demonstrating terrific teamwork,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A.
03/02/2023
She is believed to be joining a Singapore-based bank in a management role but the source did not further elaborate.
03/02/2023
Together with their six-person team, Mariash Lowther Wealth Management, they manage nearly $640 million in client assets for ultra-high net worth individuals and families.
03/02/2023
The new hires will report to Yvan Wicht
03/02/2023
He will oversee day-to-day operations and provide senior asset management leadership in the region.
03/02/2023
He will now utilize his digital assets experience in the new role at Arab Bank Switzerland, which joins other traditional financial institutions betting on growth in the blockchain industry.
03/02/2023
She is joining a tenured team of leaders who are responsible for providing best-in-class investment management, trust, banking and advisory based solutions.
03/02/2023
These women are now all in top management – but no longer at the big bank.
03/02/2023
Previously, he held various management positions in the financial industry.
03/02/2023
In this position, he will be jointly responsible for overseeing and expanding the ultra-rich client (UHNWI) business in the northern neighboring country, according to an email on Thursday.
03/02/2023
Michael Sager, the current COO of P&BB, will take over the management of the business area on an interim basis.
03/01/2023
She first joined Julius Bear in 2006 and held various senior front office roles, most recently as senior client partner for the Greater China market.
03/01/2023
Previously, he also worked at UBS and BNP Paribas Wealth Management.
03/01/2023
Swiss Fabian Kaeslin becomes CEO of Luxembourg-based Banque Havilland in Switzerland and Liechtenstein in early March, finews.com has learned.
03/01/2023
Subject to the approval of the supervisory authority, she will succeed Heinrich Henckel in this function, who will be appointed to the Board of Directors of LGT Bank Switzerland.
03/01/2023
In this newly-created role, Robert will be responsible for helping to increase the growth of Wealth Dynamix and its position as the leading provider of Client Lifecycle Management solutions for the industry He will report into Gary Linieres, CEO of Wealth
03/01/2023
Roy Charles Bates has joined from Reyl Intesa Sanpaolo and previously spent a decade as a corporate and finance lawyer.
03/01/2023
On garden leave until 13 August
03/01/2023
Charlotte joins Oakbridge with over ten years’ experience having previously held compliance and client data analysis roles with Canaccord.
03/01/2023
On his appointment, Quintus said he is “looking forward to working across the bank to help drive further growth and innovation, and ensure we continue to deliver outstanding results for our clients.”