07/23/2020
Pershing Loses 30-Year Vet to Consulting Group
Financial Services consulting firm expands strategic consulting talent
Executive Moves
07/23/2020
Syz AM chief economist joins group's banking branch
The change is part of the firm’s efforts to link together the different sides of the business.
07/23/2020
Avaloq expands London office
Avaloq further expands London office with the appointment of Peter Lamberti as Strategic Sales Director
07/23/2020
SocGen Switzerland replaces global transaction banking head
The global transaction banking arm provides corporate clients with services aiming at facilitating business transactions.
07/22/2020
New Non-Executive Director announced at Charles Stanley
The Company has also announced the appointment of Anna Troup as an Independent Non-Executive Director.
07/22/2020
Co-CEO to retire after 25 years of The Carlyle Group
Glenn will step down as co-CEO and retire from the firm on September 30, 2020 and will work with the rest of management to transition his responsibilities over his remaining tenure.
07/22/2020
Wealth management company makes key hires
They both bring a host of relevant skills and strong experience to their roles
07/22/2020
Kestra Financial Nabs Indutry Leader
His responsibilities will include driving Kestra Financial’s revenue growth, executing and expanding the company’s existing growth strategy, and furthering the continued evolution of Kestra Financial’s value proposition.
07/22/2020
Cantonal bank appoints ex-UBS WM to executive board
He will start his new role on 15 September.
07/22/2020
Schroders picks global head of real estate
Sophie joins us with a strong track record of building successful private assets businesses
07/21/2020
Indonesia HNW Specialist Joins Multi-Family Office
Raffles has made a number of senior hires in recent months as it sets its sights on regional expansion.
07/21/2020
BNY Mellon's Pershing Names Emily Schlosser as Chief Operating Officer
Schlosser Tapped for Her Track Record of Driving Major Corporate Transformations in Financial Services
07/21/2020
Quilter Investors appoints BlackRock as manager of UK Equity Growth mandate
BlackRock replaces Newton Investment Management Limited, who ran the fund from 2017.
07/21/2020
Zug investment firm appoints board members
Ekaterina Schiess previously held roles at financial institutions including UBS, Credit Suisse and HSBC.
07/21/2020
With Three New Additions to the Board of Directors, QCAM Currency Asset Management AG Underpins its Leading Position in Asset and Currency Management
Previously serving as an advisor to QCAM, Gary Klopfenstein will strengthen the international competence of the Board.
07/20/2020
Credit Suisse names new CEO for China joint venture
We aim to bring our comprehensive offshore capabilities to mainland China
07/20/2020
EdR hires loan execution and PM head for real estate debt team
Kind, who is also working on the launch of a high-yield debt fund with a target volume of CHF 323m, said: ‘With Frédéric, we have been able to gain a very experienced credit expert for our real estate debt team.
07/17/2020
Two Morgan Stanley Wealth operatives exit
It's not clear where the two operatives will head
07/17/2020
CFP Board elects first-ever Black woman advisor as chair
It’s been a year of rapid growth for McDonnough.
07/17/2020
Promotions for Saffery Champness in Switzerland
His team has a specialist focus on clients with complex tax affairs, including UK resident non-domiciled individuals as well as international real estate and privately-owned family companies.