08/16/2021
Julius Baer Nets Ex-UOB Private Banker
Ming joins from UOB Private Bank where he was its North Asia market head since 2017.
Executive Moves
08/16/2021
Cantonal bank appoints UBS veteran as regional head
He will head a 75-person team and begins on 30 August.
08/16/2021
Deutsche Bank Forms Wealth Team With Ex-Credit Suisse Trio
The German private bank has also hired ex-Credit Suisse bankers Shawn Ngoh and Pichaya Prawanmeet as director and vice president, respectively, as part of the new Southeast Asia team.
08/16/2021
EFG Strengthens Investment Unit with Indosuez Hire
Previously, he also served in various private wealth roles with CIC, Bank of Montreal, Canadian Imperial Bank of Commerce, Banque Nationale de Paris and BNP Paribas.
08/16/2021
HSBC AM hires former Lyxor managing director to lead southern Europe push
Merla is HSBC AM's fourth new hire announcement since March
08/16/2021
Schwyzer Kantonalbank takes on former UBS banker
The Schwyzer Kantonalbank (SZKB) appointed Daniel Bregenzer as the new head of the Ausserschwyz region on August 30th.
08/16/2021
Swiss Bankers hires ex-twint manager
The 43-year-old group most recently worked as CIO for Twint, the payment app for Swiss banks.
08/16/2021
NewEdge Wealth Adds Three New Team Members
Frank Ackerman, Susan Kim, CFA® and Jason Fay join the rapidly growing wealth management firm that focuses on the needs of ultra-high-net-worth clients
08/13/2021
UBP Adds European Coverage Banker in Singapore
Champion joins UBP from Barclays, where she has held a variety of roles since 2011, most recently as head of European partner team, fiduciaries and funds, private bank.
08/13/2021
EP Wealth Advisors Sets Stage for Accelerated Growth
New Chief Growth Officer role will drive organic and inorganic growth through EP Wealth’s client-centric and planning-led approach
08/13/2021
Two senior 7IM investment staffers among big round of partner promotions
Seven Investment Management has promoted several employees to be partners at the firm.
08/13/2021
SimCorp appoints new CEO
Prior to being named CEO in September, Christian Kromann has served the past two years as Chief Operating Officer bringing extensive international experience, including North American focus, executional strength, and commercial insight from within the ind
08/13/2021
Credit Suisse brings in former UBS executive to head risk committee
New chair António Horta-Osório looks to bolster risk management after Archegos and Greensill crises
08/12/2021
Sanne add two leading experts to the technology leadership team
Sanne appoints Ash Hunt as Group Head of Information Security, and Martin French as Group Head of Data Engineering to join the technology leadership team,
08/12/2021
Professional Wealth Advisors Announce Aaron Baddeley Of PGA Tour As Brand Ambassador
He has tremendous integrity, strong work ethic and is highly respected by his peers.
08/12/2021
Charles Stanley poaches from Brown Shipley for North distribution team
Gavin Wiggans joins DFM’s Manchester office
08/12/2021
Credit Suisse CEO Hires New Right-Hand Man
Kehrle replaces Joachim Oechslin, who took over the job last May from Juerg Kaeppeli.
08/12/2021
State Street Appoints Head of Japan
He will report to Mostapha Tahiri, chief executive officer for Asia Pacific.
08/12/2021
Asset management veteran Stewart Aldcroft to step down from Citigroup
He will also step down as chairman of Citigroup unit Cititrust Ltd, a position he has held for nearly nine years.
08/12/2021
AJ Bell names managing director of adviser platform
Billy has been an integral part of AJ Bell Investcentre's growth over the past 13 years