10/14/2021
Former Pictet EM equity head resurfaces at boutique
The new hire will help the firm build out its global emerging markets equity operation.
Executive Moves
10/13/2021
UBS Hires Team of Private Bankers From Credit Suisse for Israel
Israel has experienced a wealth boom tied to surging investments in the country’s technology industry.
10/13/2021
Long-Tenured Lombard Odier Executive Moves
UBP has been expanding in that area over the past few years and sees significant potential in the Zurich market
10/13/2021
Amundi appoints new head of marketing and products
Former CEO of Amundi South Asia joins division
10/12/2021
Mercer Appoints Hong Kong CEO for Private Client Services
Mercer has appointed Christina Wong as CEO for Private Client Services (PCS) Hong Kong, effective 11 August, the firm announced in a statement.
10/12/2021
ZICO Asset Management hires Head of Advisory
He was also formally from UBS where he was a Director in the Global Family Office and Ultra High Net Worth division.
10/12/2021
Investment banking chairman joins Apollo Global Management
Lewis to Join Apollo’s Management Committee
10/12/2021
Asset Manager Zico Adds Veteran Banker
e was previously a director at UBS in the global family office and UNHW division.
10/12/2021
Berkshire Hills Bancorp boosts wealth management team
Firm Expanding its Non-Profit Capabilities as part of Berkshire Bank's Community Comeback Plan
10/12/2021
Chilton Trust expands team
New Senior Hires Bring a Combined 40 Years of Experience to Serve Clients and Grow the Firm
10/12/2021
Brandywine Oak Private Wealth launches new tax practice
Chris Smith, CPA, Joins as Director of Tax and Founding Tax Partner of Brandywine Oak Private Tax Advisory
10/11/2021
Ex-Deutsche Investment Banker Joins Barclays as China CEO
Liu has nearly 20 years of banking experience, most recently with Deutsche Bank where she was its China and Hong Kong head of institutional client group.
10/11/2021
Utmost Group announces new Board Appointments
The new appointments will strengthen the Board, complementing the experience of the existing directors.
10/11/2021
KKR Announces CEO Succession
Joe Bae and Scott Nuttall Appointed Co-Chief Executive Officers Henry Kravis and George Roberts Continue to Serve as Executive Co-Chairmen Company Announces Corporate Reorganization
10/11/2021
SGKB Germany enlarges executive board and names new chairman
Tim Freise and Thomas Cichy join the board while Sven Thielmann will be its new leader.
10/11/2021
Financial Advisor Caitlin Perry Joins UBS in Rutland, VT
She manages $125 million in client assets and will be joined at UBS by Client Service Associate, Shauna Graham.
10/11/2021
Wealth Management Team Joins First Republic
Charles, Laurel and Michael have been successful providing comprehensive solutions to clients, and they share First Republic’s commitment to our unique brand of exceptional client service.
10/08/2021
Ex-UBS and Credit Suisse Bankers Move to Wealth Manager
Private banks are in intense competition to hire advisers that have relationships with family offices, billionaire entrepreneurs and high-net worth individuals.
10/08/2021
StanChart private banker joins Singapore wealth boutique
Zico Asset Management is a manager and advisor for high-net worth individuals and family office clients in Asean.
10/08/2021
Credit Suisse prioritises risk management with new board appointments following Archegos fallout
New members of the board of directors will be focused on risk management processes at the bank following its massive losses caused by the collapse of the family office earlier this year.