10/12/2023
New CIO complements the management
Dominik Fischer has been working for Helvetica for five years and has been Head Investment Management and member of the extended management since January 2023.
10/12/2023
Dominik Fischer has been working for Helvetica for five years and has been Head Investment Management and member of the extended management since January 2023.
10/12/2023
Tom Becket and Richard Champion have been appointed joint CIOs at Canaccord Genuity Wealth Management, following a merger of its two investment offices.
10/12/2023
The team is organized to cover the entire fixed-income value chain
10/12/2023
Individual management teams will continue to be responsible for the operational business of the respective divisions.
10/12/2023
Lombard Odier has appointed Julien Gautheret as a desk head in Geneva.
10/12/2023
He is based in Geneva.
10/12/2023
Kevin King named managing director, head of Greater China
10/12/2023
Several other transfers confirmed
10/11/2023
As an Investment Officer, Nonnweiler will work closely with individuals and families to develop, implement, and oversee customized investment and wealth planning solutions designed to meet their unique long-term goals.
10/11/2023
From Zurich, the quartet previously worked for the Spain desk of Switzerland's largest bank for several years.
10/11/2023
It goes on to say that he successfully helped develop the Entrepreneurs & Executives (E&E) department at CS. Kutschera started at the major bank in Lucerne in 2003.
10/11/2023
Wesley Davis and Jeff Wood join Apollon’s Adi Dassler International Family Office
10/10/2023
UBP confirmed that Vikram Gopalakrishnan, who joined in January, no longer works at the company.
10/10/2023
The global wealth manager has bolstered its Singapore office, which opened earlier this year after the acquisition of Jachin Capital.
10/10/2023
The firm has added advisors in New York, Pennsylvania and Minnesota.
10/10/2023
Christian Betzel joins
10/09/2023
Prior to joining UBS, he worked as a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management.
10/09/2023
Its latest recruits include Akihiro Konishi, a former macro trader at Garda Capital Partners.
10/09/2023
Based in Singapore
10/09/2023
She aims at providing access to a wide range of conviction-driven Asset Management expertise with an emphasis on Private Markets