10/25/2021

UBP Expands Sectoral Coverage in Asia

Ling was most recently a senior analyst with Bloomberg Intelligence covering the Asia internet sector and previously held senior roles at BNP Paribas and UBS.

10/25/2021

Julius Baer Nabs Credit Suisse Veteran

Over the past 17 years, Hartmann has held different positions at Credit Suisse. In his last role he led the bank’s business with rich clients in Switzerland’s northwest region.

10/21/2021

RBC Add Ex-Morgan Stanley Advisors With $450M

“We also share the firm’s client-first values, which is incredibly important to us as we build wealth management strategies designed to meet our clients’ needs and goals,”

10/20/2021

Bank Alpinum names new CEO

After a change in ownership, the bank wants to focus on wealth management for entrepreneurs.

10/19/2021

First Republic boosts NY team

He will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.