11/05/2019
First Republic Hires $5-Million UBS Team in Los Angeles
San Francisco-based First Republic has fewer than 200 traditional brokers to complement its core private banking activities
Executive Moves
11/05/2019
EFG nominates new Chair and additional new Member of the Board of Directors for election at AGM 2020
John Williamson, EFG’s current Chair of the Board, has decided not to stand for re-election at the next AGM.
11/05/2019
GCW Global Customized Wealth announces senior appointment
He is a pioneer of data-driven businesses in finance.
11/04/2019
Ex-Tesco Bank boss to chair wealth management firm
His current portfolio sees him holding roles including executive chairman of property firm Buccleuch and strategic advisor to the First Minister on the creation of the Scottish National Investment Bank.
11/04/2019
J. Safra Sarasin Hires from Barclays, Credit Suisse
Concurrently, the bank named Daniel Belfer – a 19-year wealth veteran with Safra and its current head of trading, asset management and treasury – as its new CEO last week.
11/04/2019
Kleinwort Hambros names new director of private banking in Edinburgh office
At Adam & Company, he worked with a broad range of high-net-worth and ultra-high-net-worth clients, guiding them through private banking, structuring and tactical debt conversations.
11/04/2019
Julius Baer poaches Credit Suisse sustainable investment head
Yvonne Suter joins Julius Baer from Credit Suisse
11/04/2019
Sustainable boutique CEO steps down amid reshuffle
He previously worked for Brookfield Asset Management in London and Arpatica.
11/04/2019
Zurich WM hires partner
Valvest offers asset management and advisory services and is based in Zurich.
11/04/2019
Convertible bonds boutique expands with hire
‘We are expanding our footprint, especially since we were only two people in Switzerland.
11/03/2019
Deutsche Bank appoints Global Head of Wealth Management
With assets under management of approximately 215 billion euros (as at September 30, 2019), Deutsche Bank Wealth Management is one of the largest wealth managers worldwide.
11/03/2019
Deutsche Bank Replaces Wealth Head
Michael Ilgner becomes Global Head of Human Resources – Claudio de Sanctis to head the Wealth Management business
11/01/2019
Sun Life Appoints Pensions Chief as Stalwart Retires
Under her leadership, Sun Life has grew to be the fourth largest MPF service provider in Hong Kong
11/01/2019
Deutsche Bank Poaches Swiss Banker
The hire is part of a broad push by the German lender to revive its private bank, as it pares back or exits traditional strongholds like equity sales and trading and prime brokerage.
11/01/2019
BNP Paribas with new head in Zurich
She will sit on the Swiss Executive Board and report to CEO Monique Vialatou .
11/01/2019
Bank J. Safra Sarasin announces reorganization of the Group Executive Board
Current CEO Edmond Michaan will take on a new role as Head of Group Strategy at the Bank and at the larger J. Safra Group, including real estate, other private investments and as future member of the board of Chiquita.
11/01/2019
Heartwood hunts for new boss as CEO takes Handelsbanken role
Tracey Davidson will take on the newly created role, stepping down from her position as Heartwood CEO
11/01/2019
AA-rated MainFirst manager exits
‘For many years now, we have been pursuing a team-centric approach to fund management, which has been selectively expanded and strengthened in recent years.’
11/01/2019
Head named for corporate and institutional banking at BNP Paribas Switzerland
She has been at BNP Paribas for over 15 years, holding a variety of roles and was previously working at JP Morgan and the World Bank.
11/01/2019
Another UBS team bolts for J.P. Morgan Securities
Combined, the group oversees $235 million in client assets, according to the firm.