03/24/2022
Ex-J.P. Morgan Advisors Los Angeles Manager Signs with Miami Bank
He formally registered on Wednesday with City National’s parent, Chilean bank Banco de Crédito e Inversiones (Bci), in Miami.
Executive Moves
03/24/2022
Merrill Miami hires $5.5bn advisor team from Citi Private Bank
Eugenio Retana, Angel Ferrer and Mike Persinski were hired by the firm last month, according to news originally reported by Barron’s.
03/23/2022
Credit Suisse names new head of fund solutions Singapore
Head of fund solutions Singapore Angie Lee is leaving the bank and her role will be filled internally by Tan Jun Lin, director of fund solutions.
03/23/2022
Expanding Highvern appoints Chief Operating Officer
Her role at Highvern will call upon that experience whilst also continuing to focus on extending the firm’s reputation for delivering high levels of client service
03/23/2022
Suntera makes promotions in Jersey
Alex has been with Suntera since 2020, having previously worked for Aliter Capital as an Investment Manager for three years.
03/23/2022
Ali Dibadj succeeds Dick Weil as Janus Henderson CEO
No later than 27 June 2022
03/23/2022
ZKB: Change in the supervision of the Austrian subsidiary
According to the report, the newly appointed has been dealing with the banking industry for many years.
03/23/2022
A former pen takes the helm at UBS in Biel
His career has taken him to his current position as Head of Private Customers in the Bielersee market area, via functions for the major bank in Aarberg BE, in Seeland and in Solothurn.
03/22/2022
Brown Brothers appoints new senior advisor
He serves on several corporate, charitable and community boards including Tiger Rentals, Midcentral Energy Services, Goodway Technologies, CareerSpring and the WGA Caddie Scholarship Fund.
03/22/2022
JPMorgan names private markets leader in Europe
Private capital markets is a key area of growth for Wall Street banks in Europe
03/22/2022
Close Brothers boosts board
She has been appointed as a member of the board's Remuneration and Risk Committees
03/22/2022
Credit Suisse expands Wealth Management in Germany and appoints Sven Stephan to lead local Wealth Management team
The dedicated team will also collaborate closely with the local investment banking and asset management teams.
03/22/2022
Senior appointments reflect PraxisIFM’s renewed focus
Nathan will be using the extensive knowledge and expertise gained throughout his career to manage one of PraxisIFM’s private wealth teams and will work closely with the Jersey board of directors to help develop the business.
03/22/2022
Oakbridge Wealth appoints new Investment Director
He is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment (CISI).
03/22/2022
Abrdn creates sustainability leadership team
The firm named Amanda Young as its chief sustainability officer to lead operations, with several Sicav funds converting to Article 8.
03/22/2022
Aspiriant boosts Family Office team
He joins Aspiriant from GenSpring Private Wealth, where he was a portfolio manager and senior family investment officer for ultra-high-net-worth families.
03/22/2022
State Street Taps Goldman Alum as Private Markets Head
Previously, Cole was the managing director of global shareholder and fund services at Goldman Sachs, and has held operational roles at Invesco and Northern Trust.
03/21/2022
Swiss Re announces new appointments in Asia and North America
Ivan will have composite responsibilities for all Reinsurance operations in China and serve as Swiss Re’s president in the country.
03/21/2022
Credit Suisse Group proposes new appointments to the Board of Directors
Ad hoc announcement pursuant to article 53 LR
03/21/2022
Mirjam Eggen appointed Chair of the Swiss Takeover Board
Members of the Swiss Takeover Board (TOB) are appointed and ultimately supervised by FINMA’s Board of Directors.