08/28/2019
Lombard International names Global CFO and European CFO
The appointment will allow Albert to focus on the firm’s global financial operations and growth plans.
Executive Moves
08/28/2019
Bank of America Private Bank Expands
Robert Marrone has joined as a Managing Director, Private Client Advisor, based in Red Bank, New Jersey.
08/28/2019
Walker Crips poaches boutique boss for investment team
Rachel Blythe helped set up Progeny Asset Management in 2016
08/27/2019
Bank Alpinum Appoints Ex-Credit Suisse Banker
Laeser will take over from Juergen Bewernick, who had held the reigns since February on ad interim basis.
08/27/2019
GAM currencies and commodities chief exits
Gerlach also managed the GAM Absolute Return Commodity fund, which has been liquidated.
08/27/2019
7IM makes new senior client-facing hire
Chris is an experienced leader across products, marketing, customer experience and transformation.
08/27/2019
J. Safra Sarasin to hire thematic equity PM and launch new fund
He also noted that the bank will be launching a new thematic fund focusing on health.
08/27/2019
Hampden hires 37-year C Hoare veteran for director post
The UK's newest private bank has appointed Anne Filkins as banking director from rival C Hoare.
08/25/2019
Bravura chair retires
It has been a great honour for me to serve as Chairman over the past ten years.
08/23/2019
Top Merrill Broker Patrick Dwyer Leaves Amid Accusations
A spokesman confirmed that Dwyer is no longer employed at Merrill, where the advisor spent his entire career, according to his BrokerCheck history.
08/23/2019
HSBC hires Deutsche and JPM private bankers for Brazil team
Teofilo has around 20 years industry experience and had been at Deutsche for just over a year after joining its wealth division from JPM in April last year.
08/23/2019
Zurich AM hires new fund manager
Zürcher-Hosaka got her first Citywire rating in 2005 and was rated for the last time in June.
08/23/2019
Urs Rueegsegger Returns to Banking
Rueegsegger was chief executive officer of St. Galler Kantonalbank for seven years before joining SIX in 2009.
08/22/2019
Credit Suisse's Ex-Wealth Boss Headed for UBS?
Khan, who is 43, has emerged as one of the next generation of Swiss private banking executives alongside Boris Collardi at Pictet and incoming Julius Baer boss Philipp Rickenbacher.
08/22/2019
Close Brothers poaches two from Brewin Dolphin
He is a Fellow of the Chartered Institute for Securities & Investment.
08/22/2019
Cantonal bank to propose UBP board member for election
She previously worked at UBP as head of the treasury and trading division.
08/22/2019
Saranac Partners appoints Client Advisor
Marc brings a great deal of experience along with a strong network of clients and established relationships and I am very pleased to welcome him on board.
08/21/2019
$5 billion wealth manager Chilton Trust just hired a new CEO away from JPMorgan's private bank this summer.
Chilton Trust, a wealth-management firm managing about $5 billion in assets, wants to meaningfully grow its adviser head count over the next two years.
08/21/2019
Dr. Ben Caldecott Appointed Senior Adviser to Chair and CEO Green Finance Institute
Driving the Global Green Finance Agenda through International Dialogue, Partnerships and Trade
08/21/2019
HSBC GAM bolsters credit efforts with global head role
Her strong background and expertise make her the ideal candidate for this role