05/10/2019
US in the news: Wealth manager makes triple hire
A round-up of the latest people moves and M&A deals in North America
Executive Moves
05/10/2019
Schoch steps down from role at Bank Julius Baer
He has also worked for AXA Investment Managers in London, Singapore and Hong Kong before moving back to Switzerland at Bank Vontobel Investment Banking and later joining Bank Julius Baer Switzerland.
05/10/2019
Nobel Prize-Winner Joins Bond Fund Giant
He is also a Co-Founder and Partner at Fuller & Thaler Asset Management, which uses behavioral finance to manage portfolios of small-cap U.S. equities.
05/10/2019
Decalia makes Switzerland push with new regional head
DECALIA started to tackle the Swiss-German market in 2017
05/10/2019
F1 Championship leader becomes major shareholder in luxury Monaco property firm
Bottas, a seasoned investor currently leading the F1 championship, will become Azurite's global brand ambassador.
05/10/2019
Citi Private Bank appoints new head of Switzerland
Both Mandrile-Aguirre and Bollen will transition into their new roles over the next two months.
05/09/2019
RBC Wealth Management makes key appointment
Dave will lead RBC’s Wealth Management businesses in the UK and the Channel Islands
05/09/2019
NEWS IQ-EQ welcomes new Group Head of Private Wealth
Steve joins us from a FTSE 250 alternative asset and corporate administration services provider
05/09/2019
Chubb adds senior appointments to Major Accounts team in Continental Europe
Both will manage and develop relationships for existing and newly acquired Major Accounts clients and each will be responsible for driving strong account retention and business growth opportunities.
05/09/2019
Deutsche Bank Hires Asia Fixed Income Head
The news was confirmed by a representative of the bank, who said he started on Wednesday.
05/08/2019
Elaine Powell Joins Rockefeller Capital
She will start with Rockefeller in August 2019
05/08/2019
Bellevue AM appoints new Switzerland sales head
Tiziani joined Bellevue Asset Management in 2015 as senior sales manager.
05/08/2019
Stonehage Fleming appoints business development officer
With ten years’ wealth planning and financial service experience, Gauthier joins Stonehage Fleming from Geneva Management Group where she was Vice President of Business Development.
05/08/2019
IW&I adds financial planning director in Exeter
In his role at IW&I, Richard will provide independent and specialist advice to private individuals and companies regarding retirement, tax efficient investment and succession planning.
05/08/2019
Refinitiv appoints new global head of wealth management
We welcome Joseph Mrak to Refinitiv.
05/07/2019
Hawksmoor boosts board
The appointment will further strengthen Hawksmoor’s leadership and governance as we enter the next phase of our exciting development.
05/07/2019
Former UBP Banker Michel Longhini Finds New Role at Rival
His new role will involve overseeing all of the group's private banking business, including Switzerland, Belgium, France, Israel, Italy, Luxembourg, Monaco, Portugal, Spain, and the U.K.
05/07/2019
Indosuez WM poaches advisory head from UBS
“The investment appetite among HNW individuals in Asia has been growing substantially.
05/07/2019
SANNE announce senior appointment of Mergers and Acquisitions Director
He brings extensive experience gained within investment banking and mid-market advisory firms within the financial services sector.
05/07/2019
Raiffeisen Switzerland appoints new services head
He will start on his new role on 1 July 2019