05/29/2019
Wealth Manager Arif Ahmed Joins First Republic
Prior to First Republic, Ahmed worked for Merrill Lynch for 21 years
Executive Moves
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
05/22/2019
Charles Stanley head of investment management exits
It is hoped the transformation project will standardise processes and create a simplified organisational structure.
05/21/2019
Vince Fertitta Joins Sanctuary Wealth as President of Wealth Management
The wealth management veteran began his career as a Financial Consultant at Shearson Lehman Brothers in 1992 before joining Merrill Lynch in 1996.
05/21/2019
Premier AM creates responsible investment head role for HSBC hire
Bringing over 20 years' investment industry experience to the role, Winch previously worked as a director and policy head at the Principles for Responsible Investment and BT Pension Scheme Management.
05/21/2019
Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor
“Adding an experienced and dedicated relationship professional like Jaime to our team reinforces our commitment to providing our clients with a high level of expertise and service,” said Ken Pollinger, CEO and Co-Chairman of KFWA.