03/22/2022
Aspiriant boosts Family Office team
He joins Aspiriant from GenSpring Private Wealth, where he was a portfolio manager and senior family investment officer for ultra-high-net-worth families.
Executive Moves
03/22/2022
State Street Taps Goldman Alum as Private Markets Head
Previously, Cole was the managing director of global shareholder and fund services at Goldman Sachs, and has held operational roles at Invesco and Northern Trust.
03/21/2022
Swiss Re announces new appointments in Asia and North America
Ivan will have composite responsibilities for all Reinsurance operations in China and serve as Swiss Re’s president in the country.
03/21/2022
Credit Suisse Group proposes new appointments to the Board of Directors
Ad hoc announcement pursuant to article 53 LR
03/21/2022
Mirjam Eggen appointed Chair of the Swiss Takeover Board
Members of the Swiss Takeover Board (TOB) are appointed and ultimately supervised by FINMA’s Board of Directors.
03/17/2022
Reyl Overseas rehires Groebli for second stint as CEO
He will focus primarily on strengthening both the development and growth of the company.
03/17/2022
JPMAM appoints sustainable investing head
Rott will report to JPMAM global head of sustainable investing Jennifer Wu in his new position.
03/16/2022
Rothschild Asset Management's New Switzerland Head
The executive previously had a similar role at the firm from 2013 to 2017
03/16/2022
UBS Bolsters Asia Family Office Unit
Separately, Andrew Lo has been appointed as head of family advisory and family office solutions for Greater China.
03/16/2022
RIA taps former TD exec to lead Wealth Management
Dario will lead organic growth efforts for the Aquiline-backed SageView’s $4 billion wealth management business.
03/16/2022
Deutsche Bank appoints LatAm leader for Swiss unit
Since December 2019, Coppola has been working as head investment manager, Latin America
03/16/2022
Canaccord's Oliver promoted to funds CIO role
Justin Oliver has taken on the new role of CIO of Canaccord Genuity funds at the wealth manager.
03/16/2022
EQ Investors joint CEO leaves after four years
Joint CEO Mark Howlett left the financial planning and sustainable discretionary fund management firm on 28 January.
03/15/2022
PineBridge Investments Hires Asia Pacific CEO
Asset management veteran has held leadership roles in Asia for more than 20 years
03/15/2022
First Republic Bank appoints new CEO
Founder Jim Herbert Transitions to Executive Chairman
03/15/2022
Citi co-head leaves for new venture
Before that he was senior vice president, investment counsellor of Citi Private Bank.
03/15/2022
Invest in Others Names Private Advisor Group Cofounder John Hyland Board Chair
From education to health and wellness programs, the philanthropic impact at Invest in Others is far-reaching.
03/15/2022
REYL Intesa Sanpaolo appoints Chief Impact Officer
He will be tasked with aligning and coordinating impact practices and tools across REYL Intesa Sanpaolo’s business lines
03/15/2022
Leading Financial Planner joins major family office
He will work closely with the existing team and assist in developing and delivering the Wealth Planning offering to the UK and international markets.
03/15/2022
Credit Suisse Group appoints Rob Cox as Group Head Corporate Communications
Rob will play a key role in driving our new Group strategy across all channels, while helping engage with major stakeholders as we pursue our goal of becoming a more client-centric bank with risk management at its core.