08/14/2019
The arrival of Kamber Borens at KBL hinges on the Bellevue deal panning out: finews.com reported last week that Swiss regulatory approval, as well as discussions over Bellevue employees, are still pending.
08/14/2019
For the past seven years, Schmidlin was head of structured products for external clients at Credit Suisse in Zurich.
08/14/2019
Edward joins BMT from Wells Fargo
08/14/2019
Peter Schnellmann, who was head of sales at Bank Cler and member of the executive committee at Basler Kantonalbank, has also resigned.
08/14/2019
Heeb was formerely a portfolio manager on the GAM Multistock - Health Innovation fund
08/14/2019
Prior roles for Mr. Weinkle at Dynasty include Director of M&A, SVP of Finance and Head of Strategic Analysis, and Chief of Staff supporting Dynasty’s CEO.
08/14/2019
We're pleased to announce Chuck's promotion to President of B. Riley Wealth Management
08/13/2019
Jones previously worked in JP Morgan Private Bank
08/13/2019
Amos joins the firm from asset management consultancy MJ Hudson, where he was a partner.
08/13/2019
Bradley Northrop and Patrick Dennien join Alpha’s wealth management team as Senior Managers from EY.
08/13/2019
Odermatt spent a large portion of his career focused on foreign exchange trading, holding positions in Toronto and New York
08/13/2019
Alastair Wilson joins the firm from Brooks Macdonald, where he was a founding member of their Edinburgh office
08/13/2019
Paula Gregório, the senior operations and risk officer, previously worked at independent asset management firm BPI Suisse.
08/12/2019
Carey Olsen has added Bermuda law capabilities to its Hong Kong office with the relocation of Bermudians Henry Tucker and Kyle Masters.
08/12/2019
Hamieh said she had joined during a pivotal period for the company and conversations regarding the vision and growth ambitions of Xplore Wealth cemented her decision to join.
08/12/2019
The newly branded Sionic was the result of a recent merger between UK-baed Catalyst Development and US-based Sionic Advisors.
08/12/2019
The role will be based at the firm’s Geneva office
08/12/2019
The team will be based in Paramus, New Jersey.
08/09/2019
Robert will work within the well-established Court of Protection and Personal Injury team, strengthening this area of specialism to service and grow the national client base.
08/09/2019
UBS is seeking to boost collaboration between dealmakers and the wealth management unit, while sharpening a focus on industries most of interest to its richest clients.