12/08/2020
Independent wealth advisory firm appoints new CEO
The team has real dynamism, and an impressive flair for serving a diverse spectrum of clients and locations.
12/08/2020
The team has real dynamism, and an impressive flair for serving a diverse spectrum of clients and locations.
12/08/2020
He is currently the Chief Executive of HSBC Bank plc, the UK non-ring-fenced bank, and Chief Executive of HSBC Europe.
12/08/2020
She is a highly experienced and senior finance professional who also provides vision and leadership for strategy, change and transformation
12/08/2020
The unit includes the investment office and the institutional and private portfolio management departments.
12/08/2020
She is based in Geneva and is in charge of developing the business among Swiss private clients and institutional investors.
12/08/2020
She joins Swiss Life Asset Managers from PwC Switzerland, where she spent over 15 years working for the Real Estate Advisory Team in Zurich, Geneva and Basel.
12/08/2020
The head of SME business for Switzerland, Andreas Gerber, will succeed him in January.
12/07/2020
impact investing sector, developing a particular expertise within ESG, sustainability and green investments, also holding board positions in climate and transport as well as cybersecurity, transparency and R&D.
12/07/2020
In his new role, Daniel will be responsible for enhancing BNPP AM’s client services across all regions.
12/07/2020
Prior to that, he held roles in equity research, with a focus on capital goods, at MF Global, HSBC and Capital Group.
12/07/2020
He will step down from his role as managing director of Corfinad, which specialises in consultancy for M&A transactions and capital market finance.
12/07/2020
In his new role, Daniel will focus on ensuring that clients continue to benefit fully from Crestbridge’s comprehensive suite of tailored fiduciary and support services.
12/07/2020
Hirter brings a wealth of experience and regional understanding, and joins from Fidelity International, where he was Head of Sales for Switzerland and Liechtenstein.
12/04/2020
Changes effective 1 February 2021
12/04/2020
Léon Lauber will provide business support for the Lausanne and Geneva branches and aim to build the bank’s reputation in this region.
12/04/2020
I am so pleased that George and Howard have joined our firm, bringing new insights as we look toward our next decade of growth in the investment industry.
12/03/2020
Based in Toronto, Sherri brings over 20 years’ experience in the banking industry working with Schedule I Canadian banks.
12/03/2020
The former CEO is becoming CFO on a three-year term.
12/02/2020
He was a member of the Geneva private bank for a total of 36 years.
12/02/2020
He will also work directly with clients and their advisors to develop a consultative relationship and gather information related to their financial circumstances and goals.