08/04/2022
Cranston joined First Republic in 2013 as a member of its Private Wealth Management executive team, helping to grow assets under management from just over $40 billion to nearly $250 billion.
08/04/2022
A chartered accountant by profession, he started his career at PwC and later holding senior positions at financial giants UBS and HSBC and European commercial bank West LB.
08/03/2022
After more than 33 years as a consultant at UBS Switzerland AG, Marianne Tillmann has accepted a new challenge in the Winterthur Consulting Group AG team.
08/03/2022
Tom Conquest and Tom Whitfield move
08/03/2022
He has been promoted to Head of Stockbroking
08/03/2022
This follows Richard McNamara’s decision to step down from his role.
08/03/2022
Mr. Thomas has joined the company’s Zurich office and is working alongside investment professionals from Robeco’s Thematic Investment team
08/03/2022
Beatrice Kern is currently a member of the management board of the BEKB subsidiary aity AG and heads the finance and services department.
08/03/2022
The financial professional, born in Samedan in 1973, grew up in Sent in the Engadin. He will move with his family from Zurich to the canton of Graubünden.
08/03/2022
Prior to joining BNY Mellon Wealth Management, Adam was at Fidelity Family Office Services for more than 13 years and most recently served as vice president.
08/02/2022
Helena Pratt has 5 years’ experience at UBS and started her career at Rathbones.
08/02/2022
Indosuez Wealth Management has hired four new relationship managers in Asia, according to a statement, across its Hong Kong and Singapore branch.
08/02/2022
Prior to rejoining UBS, Stephen served as a Regional Director at J.P. Morgan Wealth Management, where he oversaw the San Francisco and Seattle offices.
08/02/2022
immediately. Based in Hong Kong, he reports functionally to the global head of product Lim Leong Guan and locally to the Hong Kong branch head of Greater China Teresa Lee.
08/02/2022
As a member of the Management Committee, Mr. Watkins will report to Albert G. Lowenthal, Chairman and CEO.
08/02/2022
FlowBank welcomes three new members to its Executive Committee and thereby strengthens the management of the most competitive Swiss bank, focused on online trading and investing.
08/02/2022
Jonathan A. Conner and Thomas E.M. Kloss will join the Bank in Geneva as Senior Relationship Managers as of 1 August, reporting to Yvan Wicht, Group Head Middle East & Africa Geneva.
08/02/2022
James Clark is leaving the wealth firm to join his wife who has accepted a job in Dubai.
08/02/2022
Andreas Lindström is leaving Erik Penser Bank to become CEO of two new financial industry ventures.
08/02/2022
She has particular expertise in the European and Asian markets, with previous roles based in Singapore, Malaysia and Belgium as well as Luxembourg.