02/03/2022
Senior Investment Appointment at Castlefield
With over 35 years’ investment management and leadership experience Bill is a well-known face within the industry.
Executive Moves
02/03/2022
Basler Kantonalbank is looking for a new manager for the back office
The BKB manager was promoted to management in 2019
02/02/2022
Starboard Advisors appoints Family Office president
As a seasoned family office executive with 24 years of experience serving major family offices in New England, Ouellette brings a unique perspective and focus on client service to the privately owned wealth management firms.
02/02/2022
Peregrine Wealth makes two appointments in Guernsey
Girish will be assisting with the management of the day-to-day operations of Peregrine’s range of global funds, Tammy will assist on administration and support for private clients.
02/02/2022
WMS Partners Adds Four New Employee Shareholders
Tim Chase, Chairman of WMS, said, “Laura, Chris, Sam, and Nate represent the very best of WMS, and we are thrilled to welcome them as new shareholders.”
02/02/2022
Tilney Smith & Williamson hires a new investment director
From EFG Private Bank
02/02/2022
Ruffer investment director joins Berkshire wealth manager
She says big wealth managers are too focused on increasing AUM
02/02/2022
IQ-EQ appoints new Global Head of Transformation for strategic growth
Frédérik will be based in the Luxembourg office and will be working closely with another new hire Joanna Macleod, IQ-EQ’s Group Chief Operating Officer.
02/02/2022
UBS Nabs Deutsche Bank Wealth Manager
Wilke, who advised high-net-worth individuals at Deutsche Bank for more than twenty years, joins the Hamburg branch of UBS Europe.
02/02/2022
Abrdn names former Coutts CEO as financial planning boss
At Abrdn, she will be responsible for leading the financial planning arm.
02/01/2022
ClearView appoints new Chief Risk Officer
She will lead the Group Risk and Compliance team, oversee risk management operations and continue building the group’s strong risk culture.
02/01/2022
Goldman Sachs appoints executive director of private wealth management in Dubai
Prior to Goldman Sachs, Ahmed worked at BNP Paribas in Dubai for more than eight years
02/01/2022
Harbourfront Wealth Welcomes Executive Managing Director of Tax & Wealth Planning
He is responsible for nationwide directives including the development of a Wealth and Estate Planning division, an Investment Advisor Training and Education program, and the ensemble of a National Strategic Partnership Network for his previous firm, Can
02/01/2022
Credit Suisse unveils new wealth management structure
He is now chief operating officer of the Swiss private banking business.
02/01/2022
Key Private Bank named regional sales leader for Central New York
She is responsible for leading the sales and service efforts of Key Private Bank
02/01/2022
Swiss group hires former Allfunds selector to replace fund research head
Current selection chief Dalibor Kolcava is leaving the firm after 12 years.
02/01/2022
Objectway appoints CEO for the DACH region and Group Banking Practice Leader
Karl joins Objectway’s management team to develop and execute the group expansion strategy in the DACH region and in the core banking market in Europe.
02/01/2022
Geneva PB hires credit development head to expand offering
He previously worked at Migros Bank for 25 years, during which he also headed the private clients department and later joined BCGE.
02/01/2022
Deutsche Bank Hires Credit Suisse’s Trio to Woo Saudi Ultra-Rich
A Geneva-based team from its Swiss rival will join Deutsche Bank’s offshore team on March 1.
02/01/2022
Robert Smith of Scottsdale Financial Group Joins Focus Partner Firm TMD Wealth Management
Smith has over 30 years of experience in providing an array of wealth management services to high net worth individuals and families, and he also has deep expertise in structuring customized insurance solutions.