05/31/2019
EFG further strengthens Asia-Pacific management team
Private bank makes several key appointments including chief operating officer, head of human resources and head of independent asset managers
Executive Moves
05/30/2019
Lloyd’s Private Banking CIO to Exit
Markus Stadlmann ends a five-year tenure amid Lloyds-Schroders’ joint venture plans.
05/30/2019
Vistra Appoints Regional Compliance Director in North Asia
She joins Vistra from a global investment management firm with key operations in Hong Kong, Tokyo, Singapore, Paris and Dublin.
05/30/2019
Tilney appoints senior equity analyst
Tilney has one of the largest private client books in the UK, supported by a sizeable team of twelve analysts and over a hundred investment managers and advisers.
05/29/2019
Wealth Manager Arif Ahmed Joins First Republic
Prior to First Republic, Ahmed worked for Merrill Lynch for 21 years
05/29/2019
Withers Names Switzerland Partner Next Chair
Justine Markovitz will be the second woman to lead the firm, which was founded in 19th century England and has U.S. roots in New Haven, Connecticut.
05/29/2019
Julius Baer names new markets head
His successor Luigi Vignola joined the Bank’s Structured Products area in 2009.
05/29/2019
Global investment manager hires senior private assets distribution head
Peter was most recently the Global Head of International Fund Distribution at Citi
05/29/2019
Wealth management platform adds to Investment Committee
The Investment Committee is deliberately broad, composed of a team of investment professionals with long experience covering various mandates
05/29/2019
Wealth manager strengthens investment team with new hire
Prior to embarking on her investment career, she worked for IBM as a business consultant.
05/28/2019
Credit Suisse: Private Banking Veteran Departs
He joined Credit Suisse 23 years ago already involved in its alternatives business, structuring, and marketing products for distribution.
05/28/2019
J. Safra Sarasin hunts for new PM
This new opening comes hot on the heels of several others this year
05/24/2019
Former UBS wealth boss takes charge of smaller rival KBL
KBL's 72 billion euros ($80.3 billion) in assets and 2,000 employees are puny compared to UBS.
05/24/2019
Rothschild & Co strengthens Wealth Management team in Frankfurt
Flade will enrich the field of Ultra High Net Worth Individuals Business Unit in Germany
05/23/2019
Rockefeller Scoops Up $1 Billion UBS Team
Bruce and his team bring extensive wealth and investment planning knowledge that can be augmented by the comprehensive family office expertise at Rockefeller
05/23/2019
Ex-GAM Chief Counsel Resurfaces
Moritz was previously with UBS, Swiss Re, and Blackrock in Switzerland, where he departed as deputy chief counsel in 2017.
05/23/2019
Golden Equator Appoints Renowned Philanthropy Advocate Christopher Wilson as Philanthropy Ambassador
Wilson is a social entrepreneur, philanthropy advocate, and finance professional with more than 30 years of experience in banking, consulting, asset management, and technology.
05/23/2019
Citi taps Carney for dual role of Singapore CEO and ASEAN consumer banking head
Carney holds an MBA from the University of Pennsylvania’s Wharton School of Business and a BA in Economics from the University of Michigan.
05/23/2019
Helm Godfrey appoints head of responsible investment
Ditchfield is well known as a pioneer of responsible and sustainable investment and a leading figure in the industry.
05/22/2019
Finantix further strengthens senior leadership team by appointing Tim Wood as CFO
Highly experienced software and technology CFO professional to lead financial operations and play an integral role in Finantix’s global expansion strategy