10/17/2021
F2 Strategy Hires Banking and WealthTech Leader
Bornstein-Bayer is F2 Strategy’s first C-Suite hire as the WealthTech firm undergoes exponential growth
Executive Moves
10/15/2021
New Director at Invicta
His appointment to the board will strengthen our team at board level.
10/15/2021
Deutsche Bank names new co-head for international private bank in New York
Walia, designated as a managing director, co-heads IPB's New York operations with Anthony Valvo, who is also the unit's head of Miami.
10/15/2021
Withers takes on tax heavyweight to head corporate tax in Italy
Stefano has a deep level of experience in advising on domestic and international tax issues in corporate transactions and M&A
10/14/2021
BMO adds new senior role focused on wealth firm strategy, growth
Effective Nov. 1, Geoff Newton will take on the newly created role at BMO Private Wealth
10/14/2021
Digital Wealth Manager Makes Senior Hires
He previously spent a decade at Standard Chartered Bank in Hong Kong and Singapore
10/14/2021
Glyn Jones to retire as Quilter Chair in 2022
Quilter has matured into a business that is poised to deliver on its potential.
10/14/2021
Former Pictet EM equity head resurfaces at boutique
The new hire will help the firm build out its global emerging markets equity operation.
10/13/2021
UBS Hires Team of Private Bankers From Credit Suisse for Israel
Israel has experienced a wealth boom tied to surging investments in the country’s technology industry.
10/13/2021
Long-Tenured Lombard Odier Executive Moves
UBP has been expanding in that area over the past few years and sees significant potential in the Zurich market
10/13/2021
Amundi appoints new head of marketing and products
Former CEO of Amundi South Asia joins division
10/12/2021
Mercer Appoints Hong Kong CEO for Private Client Services
Mercer has appointed Christina Wong as CEO for Private Client Services (PCS) Hong Kong, effective 11 August, the firm announced in a statement.
10/12/2021
ZICO Asset Management hires Head of Advisory
He was also formally from UBS where he was a Director in the Global Family Office and Ultra High Net Worth division.
10/12/2021
Investment banking chairman joins Apollo Global Management
Lewis to Join Apollo’s Management Committee
10/12/2021
Asset Manager Zico Adds Veteran Banker
e was previously a director at UBS in the global family office and UNHW division.
10/12/2021
Berkshire Hills Bancorp boosts wealth management team
Firm Expanding its Non-Profit Capabilities as part of Berkshire Bank's Community Comeback Plan
10/12/2021
Chilton Trust expands team
New Senior Hires Bring a Combined 40 Years of Experience to Serve Clients and Grow the Firm
10/12/2021
Brandywine Oak Private Wealth launches new tax practice
Chris Smith, CPA, Joins as Director of Tax and Founding Tax Partner of Brandywine Oak Private Tax Advisory
10/11/2021
Ex-Deutsche Investment Banker Joins Barclays as China CEO
Liu has nearly 20 years of banking experience, most recently with Deutsche Bank where she was its China and Hong Kong head of institutional client group.
10/11/2021
Utmost Group announces new Board Appointments
The new appointments will strengthen the Board, complementing the experience of the existing directors.