09/07/2020
Notz Stucki selector steps back from fund management
The firm has reassigned three fund of funds portfolios.
Executive Moves
09/06/2020
Canaccord nabs ex-Ords boss
"His in-depth knowledge and experience of the Australian adviser landscape will be very beneficial to our team and help our business execute on our growth objectives."
09/04/2020
Jonathan DeSimone Appointed New CEO Of Alcentra
Jonathan brings significant experience to the role, having worked with institutional investors globally to deploy capital into the high yield, leveraged loan, structured credit, private credit, distressed and special situations markets.
09/04/2020
Raiffeisen Loses Board's Technology Expert
She had joined in October following a board clear-out as a result of a graft scandal involving its former long-time CEO.
09/04/2020
HSBC Private Bank Americas product specialist boss exits
His exit is another high profile departure from HSBC’s Private Banking unit covering the region this year.
09/04/2020
Former Ferrari And Bugatti Exec Pleads Guilty In Supercar Sales Kickback Scheme
Offshore tax evasion is a top priority for IRS - Criminal Investigation and, as was shown today, we are wholeheartedly committed to bringing these offenders to justice.”
09/04/2020
Top boss shakeup at Kleinwort Hambros as CEO steps down
Kleinwort Hambros has announced a host of changes to its senior management team, following news its CEO Eric Barnett will retire.
09/04/2020
Franklin Templeton announces new appointments
Asset-management giant names three people to key positions in Americas business
09/04/2020
Twelve Capital Appoints Veteran Banker to Its Board
He is currently the chairman of the Swiss takeover board.
09/03/2020
Greg Haendel Joins The Private Bank at Union Bank as Fixed Income Strategy Executive
Haendel will manage the Bank's fixed income division
09/03/2020
HSBC Bank USA Appoints Mark Pittsey Head of Wealth
He will continue to bolster our wealth offering and evolve the customer experience to expand our market share and further differentiate us from competitors.
09/03/2020
Baker McKenzie expands forensics in Geneva
All three have extensive experience in the field of national and international white-collar crime and most recently worked for the law firm Ochsner & Associés in Geneva.
09/03/2020
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Joe Palhad as Senior Financial Planner
From Optimize Wealth’s newest office in Woodstock, Joe will help clients to achieve long term success and prosperity by providing them with a comprehensive approach helped by a competent team of licensed portfolio managers.
09/03/2020
Appointment of the future President of the General Management
The Board of Directors and the General Management would like to thank Edgar Jeitziner for his great commitment and for the important contribution he has made to the success of FKB.
09/03/2020
Zurich accelerates roll-out of digital offering, announces key leadership appointments and new Executive Committee members
Zurich continues to launch innovative offerings to meet the demands of our customers and partners for a fully digital and streamlined experience.”
09/03/2020
Bond boutique hires UBS veteran as private banking head for Geneva
The company acts as a Family Office
09/03/2020
Impact investing platform hires LOIM multi-asset CIO
His appointment follows a decision taken last spring by the head of Portfolio Management, Valerie Dujardin, to move into a governance position within the firm and to push her career into a new phase.
09/03/2020
WM appoints five partners
With their focus on serving the interests of clients and their great personal commitment as advisors and entrepreneurs, they have been able to build up a portfolio of loyal clients in recent years.
09/03/2020
Barnett Waddingham makes senior hire for advisory arm
He also established a wealth management and insurance team at Willis Towers Watson and was leading a wealth team within investment consulting at PwC.
09/03/2020
Kleinwort Hambros appoints new investment boss
Kleinwort Hambros has appointed Fahad Kamal as chief investment officer, replacing Mouhammed Choukeir, who in April became the firm’s third chief executive in two years.