11/11/2019
IFA and wealth manager makes new senior hire
European Wealth founder has been appointed CEO of Vintage Wealth after it absorbed his new wealth venture Broad Street.
Executive Moves
11/11/2019
Credit Suisse makes changes to investment banking division
The business will expand our alternative asset management product offering and focus on directly sourced private credit opportunities.
11/11/2019
SS&C Appoints President of SS&C ALPS Advisors
SS&C ALPS Advisors is uniquely positioned to adapt and succeed as the asset management industry
11/11/2019
Finantix appoints two senior hires to European team
Albert and Anja’s experience, knowledge and skills will be pivotal in helping us grow our presence in the Swiss and German-speaking markets”.
11/08/2019
UBS Breakaways Launch LA Wealth Management Practice
Johnston joined the financial services industry in 2007, registering with UBS, according to her BrokerCheck profile.
11/08/2019
Julius Baer names new South-east Asia private banking head
Prior to the appointment, Mr Moo was also Goldman Sachs head of South-east Asia and Australia for private wealth management.
11/08/2019
Leadership changes commence as part of Maitland’s succession plan
A new Maitland Executive Committee has been appointed by the Board and comprises
11/08/2019
Ex-Banque Cramer CEO resurfaces at Bordier & Cie
Prior to that, Anker worked at Mirabaud Group as a member of the executive committee
11/08/2019
Heavy Hitter Joins Kestra Financial’s Executive Team
New Executive Vice President of Wealth Management is the latest in string of powerhouse hires
11/08/2019
Kestra Financial adds to executive team
He will be responsible for overseeing the firm’s platforms focused on wealth consulting, investment products, advisory platforms, financial planning, and retirement plans.
11/08/2019
Raiffeisen Switzerland poaches CS products and services head
The Raiffeisen Group’s total assets amount to CHF 235 billion as of 30 June.
11/07/2019
Jupiter hires ex-Northern Rock director Nichola Pease as chairwoman
Northern Rock directors, including Ms Pease, 58, were criticised by MPs on the Treasury select committee for their “high-risk, reckless business strategy”
11/07/2019
Family Office Guru Resurfaces as CEO of Hywin International
The firm recently entered into a strategic collaboration with VP Bank of Liechtenstein to jointly unlock the potentials of Chinese clients rapidly globalizing their wealth
11/07/2019
Franklin Templeton Announces New Private Wealth and Institutional Appointments for Canadian Business
Drawing from more than two decades of financial industry experience, Bhatia is managing and directing the firm's private wealth strategy in Canada
11/07/2019
7IM hires ex-Credit Suisse private bank CFO to replace co-founder
Duncan Walker, will be the firm's new CFO after co-founder Charles Sparrow announced he is leaving next April
11/07/2019
ZKB Nabs Credit Suisse Veteran
In 2013 she was made chief investment officer Europe (including Switzerland)
11/07/2019
Swiss Stock Exchange Replaces Chairman
He began his career at McKinsey before defecting to Credit Suisse, where he was forced out in 2003 after a strategy to introduce affluent European clients foundered.
11/06/2019
Credit Suisse: Paratrooper Joins Wealth Management
He assumes the position held by Philipp Wehle before he was appointed chief executive officer of the division in July.
11/06/2019
UBS Names New Head of UHNW in Germany
He was previously active in a similar capacity at UBS in Munich and was in charge of the family office business for all of Germany.
11/06/2019
Wealth manager announces board appointments
At the same time the Board is pleased to confirm that Stephen Ford has been appointed as an Executive Director of the Company, subject to FCA approval.