10/01/2021
EFG appoints deputy boss in London
She also supports Richard Thomas, the UK Regional Manager and CEO of the British EFG subsidiary, in the operational management of the company.
Executive Moves
10/01/2021
Julius Baer hires Deutsche banker as MEA Geneva head
Yvan Wicht was global head of wealth investment advisory for the Middle East & Africa, based in Geneva.
10/01/2021
UBS appoints new head of Lenzburg branch
He has a bachelor's degree in business administration
10/01/2021
Bank Syz appoints Chief Investment Officer
Effective October 1, 2021
10/01/2021
Julius Baer appoints Group Head Middle East & Africa Geneva
Assuming responsibility for the further development of Julius Baer’s Middle East and Africa business out of Geneva.
10/01/2021
SCredit Suisse Group elects two new board members
Shareholders also elected him as a new member of the Compensation Committee as proposed by the Board of Directors.
10/01/2021
Bank Syz hires chief investment officer
The new hire will oversee discretionary portfolio management and advisory services at the Swiss bank.
10/01/2021
BKB appoints board member and legal head
The legal specialist joins from Goldman Sachs Switzerland.
09/30/2021
CdR Capital Group strengthens Dubai presence with two major appointments
This is another major step in strengthening our presence and activities in both the UAE and the Middle East
09/30/2021
Tilney Smith & Williamson grows Exeter office with hire
He joined Charles Stanley after graduating from Exeter University and progressed from a trainee investment adviser to a chartered wealth manager.
09/30/2021
Kingswood U.S. Recruits $382 Million in Total Client Assets with Addition of Six Independent Financial Advisor Practices
Spanning a Range of Business Models, Newly Added Financial Advisors Join Kingswood U.S. for Greater Flexibility, Enhanced Technology and Robust Succession Planning
09/29/2021
Multi-Family Office Makes Senior Hire to Drive APAC Growth
He will help drive the growth of Alvarium’s platform across Asia-Pacific with a particular focus on developing the platform in both Singapore and Australia, together with providing more holistic family office services to Asian entrepreneurs, familie
09/29/2021
Key UBS Platform Banker Quietly Replaced
The 56-year-old German native remains a senior adviser to UBS, though on a more global scale than previously.
09/29/2021
Chris Shepler Joins FTC as VP & Investment Officer
Shepler brings over 25 years of investment and wealth management experience to Fiduciary Trust.
09/29/2021
Kleinwort recruits former Brewin regional boss in series of hires
Heather Sonnet launched Brewin Dolphin’s Cambridge office in 2016.
09/28/2021
WM and PB consulting firm opens new Geneva office and hires directors
Anja de Troyer will be based in Geneva while Niall Buggy will be in London.
09/28/2021
Head of Neobank's Swiss Arm Jumps
He joins from Berlin-based neobank N26
09/28/2021
Schroders strengthens Fiduciary Management business development team amid growing outsourcing opportunities
David Thomas has joined from Goldman Sachs Asset Management (GSAM) as Fiduciary Management Business Development Director.
09/28/2021
UBS Poaches $2B Private Wealth Team from Morgan Stanley
The team also includes Senior Wealth Strategy Associate Brian Weber and Team Administrator Krista Maloney.
09/28/2021
Canaccord Genuity boosts board
Francesca Shaw, FCPA, FCA has nearly 40 years of experience across a wide range of senior governance and commercial roles within UK and international banks.