06/02/2020
Lombard International appointments Managing Director for Europe
With over 20 years of experience in the financial services and insurance sector, Florent will lead Lombard International Assurance’s strategic and tactical agenda in Europe.
Executive Moves
06/02/2020
Six-Million-Dollar Merrill Team in Dallas Joins Rockefeller
In an e-mailed statement confirming the move, Preston confirmed the size of the team’s books and took an indirect swipe at the pressure that Bank of America-owned Merrill and other wirehouses have put on advisors to cross-sell banking products.
06/02/2020
Raymond James names new national director of wealth management
Scott Hudson brings 25 years of experience to the role
06/01/2020
Appleby Announces 2020 Senior Promotions
Appleby’s new appointments include members from its Corporate and Dispute Resolution teams.
06/01/2020
Baker McKenzie Announces New Practice and Industry Group Leaders
The industry groups will welcome Vanina Caniza, from Buenos Aires, as the new Global Chair of Baker McKenzie’s Healthcare & Life Sciences Group. She takes over from Sydney-based Ben McLaughlin.
05/29/2020
Standard Chartered names Global head of wealth proposition
She replaces Vicky Kong who will become global head of wealth proposition
05/29/2020
UBS poaches XP Private USA CIO
Pepper will officially join UBS in New York on June 1 and will report to Coutinho.
05/29/2020
Neue Aargauer Bank loses two board members and gains one
The board of directors now has nine members.
05/29/2020
Accenture alumnus joins Bordier & Cie
Christian Skaanild, a former consultant at Accenture, has joined Swiss private bank Bordier & Cie.
05/29/2020
Neue Aargauer Bank loses two board members and gains one
Vice president Andreas Binder steps down after reaching the maximum term in office
05/29/2020
Deutsche Bank Wealth Management Europe appoints Co-Head Emerging Europe
Based in London, Sool will oversee this important growth market together with Switzerland-based Asaf Raveh and report to Marco Pagliara
05/28/2020
Close Brothers Asset Management appoints new director to Edinburgh team
Michael holds a Chartered Wealth Manager Qualification and a Private Client Investment Advice and Management Diploma from the Chartered Institute for Securities and Investment.
05/28/2020
Ex-CS COO Pierre-Olivier Bouée resurfaces at new firm
Bouée’s Linkedin profile says that he joined Capgemini earlier this month, having left Credit Suisse after over four years at the bank.
05/28/2020
New audit Partner joins Smith & Williamson financial services team
I am excited to have joined the financial services team at Smith & Williamson
05/28/2020
UBS Banker Appointed to Key Committee
He took up the new advisory role in May.
05/28/2020
Zurich WM hires ex-LO investment committee member as managing partner
She has spent the last four years as co-CIO and senior portfolio manager at BHA Partners in Zurich.
05/28/2020
Zurich WM appoints new partner and shareholders
Sidler and Schütz and their wealth management business Edrofin joined Lakefield in 2018.
05/27/2020
Wealth platform appoints technology lead
He is an agile practitioner, who specialises in horizontally distributed applications for the cloud.
05/27/2020
Four Wealth Managers Join First Republic in New York
They share First Republic’s commitment to exceptional client service.
05/27/2020
UBS hires $1.5B team
Although UBS has de-emphasized recruiting and advisor headcount in recent years, the new hires are representative of the firm’s focus on advisors catering to high-net-worth and ultrahigh-net-worth clients.