09/20/2023
Solo joins the Chairman of the Board of Directors and innovation investor Eric Sarasin, CEO and co-founder Evelyne Pflugi, and co-founder and Longevity investor Tobias Reichmuth.
09/20/2023
Jane Andrews and Linda Wang Saitowitz will move across on 1 November
09/20/2023
As the boutique bank continues its recruiting drive in the oil-rich region, Rothschild & Co. has appointed former Goldman Sachs group executive Ibrahim Lamrini for Middle East projects.
09/20/2023
Ariane Bazin has been hired as a relationship manager and vice president at the private bank.
09/19/2023
He will report to CEO Jason Moo and also join the private bank's management commitee as a member.
09/19/2023
Racquel Oden has been named head of wealth and personal banking at HSBC USA.
09/19/2023
Manoj Bhojwani has left the bank after over five years at the bank, overseeing its technology strategy.
09/19/2023
Fisch Asset Management has appointed Dr. Axel Potthof, a seasoned industry veteran, to its high-yield team. It is planned to further expand the product range in this area.
09/19/2023
Zurich-based Lilian Birrer, who previously worked for UBS, Migros Bank and Rahn + Bodmer, started her post this month.
09/18/2023
The unit Vora will head caters to affluent clients who fall under the ultra-high net worth and high-net worth categories, with personalized investment portfolios across both stocks and bonds.
09/18/2023
Simpson brings over three decades of financial services experience to support the growth of Broadridge’s capital markets and wealth management business
09/18/2023
The two will functionally report to Andy Sieg, who will become Citi's head of wealth on September 27.
09/18/2023
RBC Wealth Management has hired Kenny Ng as team head in Hong Kong alongside three relationship managers in Singapore.
09/18/2023
Sandeep Das, head of private clients in India, will leave the bank to pursue another opportunity.
09/18/2023
Joseph Wolf has been appointed as CEO of EFG Wealth Management (Israel) Ltd., reporting to Franco Polloni, Head of Switzerland & Italy Region of EFG.
09/18/2023
Huub van der Riet and Chong Peng join the Netherlands-based firm
09/18/2023
Andrew Marsh will drive expansion of tech-focused firm aimed at wealthy clients of RIA firms
09/15/2023
The move is part of Julius Baer's strategy to enhance its presence in the Greater China market and indicates the bank's focus on strengthening its team to support its business growth.
09/15/2023
Street firm says it’s doubling down on serving registered investment advisors.
09/15/2023
With these appointments, Van Lanschot Kempen further commits to its investment strategy that focuses on investing in high-quality companies that are demonstrably committed to the transition to a sustainable economy.