10/31/2019
German firm promotes alts chief following CIO’s exit
Philipp Geller, board member of HQ Trust, said alternative investments area is important for the firm and offers a lot of potential, which was reflected in the management appointments.
Executive Moves
10/30/2019
At Accenture Switzerland, a financial expert takes over
He has been advising national and international clients for nearly 20 years
10/30/2019
Motilal Oswal Private Wealth Management appoints Virendra Somwanshi as MD & CEO
Virendra Somwanshi brings with him 22 years of vast experience across various roles. Prior to joining Motilal Oswal, he has worked with BOB Capital Market, as Head - Wealth Management & Equities
10/30/2019
PGIM Investments makes senior hires as part of global expansion
Ex-Capital Group and Citi executives appointed
10/30/2019
Wiener Privatbank announces changes to management board
Most recently, he was a member of the management board of UniCredit CAIB AG.
10/30/2019
Northern Trust Strengthens Florida Wealth Advisory Team
She will be based in the Naples Parkshore office
10/29/2019
Deutsche Bank Hires Daniel Hunter Lead Americas comms
The previous leader of Deutsche Bank’s Americas communications was Kerrie McHugh, who moved to Brookfield Property Group as head of communications and branding.
10/29/2019
UBS and Wells Lose Veteran Teams to JPMorgan and RBC
They report to Michael Maron, a regional managing director based in Chicago, according to JPMorgan.
10/29/2019
Stegmeier resurfaces at Bank Julius Baer
He has joined the bank for a six-month contract, with the option open to extend.
10/29/2019
FNZ appoints Global Head of Strategy and Corporate Development
In this newly created role, Roland will be responsible for FNZ’s group strategy, M&A and strategic investments.
10/29/2019
Lausanne AM names global head of sales
He will focus on the firm’s development in international markets.
10/29/2019
JM Finn's Burnham exits to launch business with Raymond James
JM Finn investment director Harry Burnham has left the firm to set up a new wealth management business under the Raymond James umbrella.
10/28/2019
UBS names new head of Swiss investment bank
The division is cutting staff after a fall in M&A work reduced revenue by 21% during the third quarter.in M&A work reduced revenue by 21% during the third quarter.
10/28/2019
JM Finn recruits two more investment managers from Rathbones
These two hires follow hot on the heels of Marcus Holden-Craufurd
10/28/2019
Leading offshore law firm makes enior hire for Cayman Islands trusts and private wealth team
His extensive experience also includes a background in commercial litigation
10/28/2019
SANNE appoints new Director in Madrid
Over the years, we have developed a world class dedicated agency team in Madrid.
10/28/2019
Sotheby's Names Chief Executive Officer
Mr. Stewart succeeds Tad Smith
10/28/2019
Zurich WM CEO gives up head of AM role
Dietsche is currently a relationship manager at the company, which has offices in Switzerland and Liechtenstein.
10/25/2019
Ex-Bank of Singapore Head founds Independent Asset Management Firm
The new IAM has put together both an operations and investments team, with plans to expand its operations further in 2020.
10/25/2019
Citigroup names Jane Fraser as president
She has been at Citigroup for about 15 years