05/28/2020
New audit Partner joins Smith & Williamson financial services team
I am excited to have joined the financial services team at Smith & Williamson
Executive Moves
05/28/2020
UBS Banker Appointed to Key Committee
He took up the new advisory role in May.
05/28/2020
Zurich WM hires ex-LO investment committee member as managing partner
She has spent the last four years as co-CIO and senior portfolio manager at BHA Partners in Zurich.
05/28/2020
Zurich WM appoints new partner and shareholders
Sidler and Schütz and their wealth management business Edrofin joined Lakefield in 2018.
05/27/2020
Wealth platform appoints technology lead
He is an agile practitioner, who specialises in horizontally distributed applications for the cloud.
05/27/2020
Four Wealth Managers Join First Republic in New York
They share First Republic’s commitment to exceptional client service.
05/27/2020
UBS hires $1.5B team
Although UBS has de-emphasized recruiting and advisor headcount in recent years, the new hires are representative of the firm’s focus on advisors catering to high-net-worth and ultrahigh-net-worth clients.
05/27/2020
Big win: UBS hires $1.5B team
Starting in 2016, UBS cut back on recruiting efforts in order to shift resources elsewhere and to cut hiring costs.
05/27/2020
Senior exec reshuffle at UK wealth manager
Over the course of his career, Tapner has held roles such as Global Head of Equity Capital Markets and Investment Banking at UBS
05/26/2020
Quintet Shakes Up Board With Ex-Coutts Boss
The British banker was quietly elected to chair Brown Shipley, a regional U.K. wealth manager owned by Quintet, last June.
05/26/2020
Online Bank Swissquote Appoints Chris Thomas As Head Of Digital Assets
With 20 years of professional experience in the financial industry, Thomas has previously worked in in sales and trading for European banks in London and Geneva, such as UBS, Societe Generale and BNP Parisbas.
05/26/2020
WM poaches Lakefield founding partner to be CEO
‘I assume that my clients will follow.’
05/26/2020
Credit Suisse appoints head of AM investment strategy Switzerland & EMEA
He has worked at Credit Suisse since 2002.
05/22/2020
James Hambro hires former Aberdeen Standard charity boss
James Hambro & Partners has hired former Aberdeen Standard Capital head of charities Patrick Trueman as a portfolio manager.
05/22/2020
iA Financial appoints new EVP of wealth management
Sean O’Brien replaces Carl Mustos, who has left the company
05/22/2020
LOIM chief strategist on pandemic picks
LOIM expects such central bank actions to have an important role in supporting credit markets and combatting refinancing risk caused by the pandemic.
05/21/2020
Joachim Nagel to join the BIS as Deputy Head of Banking
The BIS offers a wide range of banking services to help central banks and other official monetary institutions manage their foreign exchange reserves.
05/21/2020
Abanca promotes Pablo Monjardín as new head of asset management
Last year, Abanca made a strong commitment to these services, marketed among the clients of the private banking and personal banking.
05/21/2020
Oppenheimer & Co. Inc. Announces Gary Domoracki Joins The Boston Office As Branch Manager And Managing Director Of Investments
He has previously assisted clients in navigating many major market milestones and is an especially reliable and trusted source for guidance through difficult market conditions
05/21/2020
HSBC Appoints Private Banking Product Head
Previously, she also ran other businesses such as Asia structured investment solutions, global commodities asset structuring globally and rates asset structuring for Europe.