10/16/2017
Credit Suisse wealth planning head joins German bank
Commenting on his new role, Nickolaus said that current and future asset owners are not only looking for digital financial services but also for financial advisers
Executive Moves
10/16/2017
Investec W&I targets advisers with new recruit
‘We are delighted to welcome someone with Lucy’s calibre into our team in Reigate,’ said Mark Stevens
10/15/2017
This senior banker has just moved from Credit Suisse to UBS in Singapore
They have very similar cultures and styles of private banking.
10/13/2017
Credit Suisse on front foot post Stock; mandated on Icebreaker
The privately held company has annual revenue of $NZ220 million.
10/13/2017
Expect More Wealth Hires at BNP Paribas in Asia
It sounds a modest challenge especially when other Asian wealth management heads have gone on record as saying they want to hire 50 relationship managers a year.
10/13/2017
Swiss Banking's War Horses Retreat
One month previously, former Credit Suisse banking head Walter Berchtold left Falcon Private Bank following a rupture with the firm's Abu Dhabi shareholders.
10/13/2017
Ex-Banca del Gottardo CEO joins BancaStato board
Soncini previously served as group head of private banking at Banca del Gottardo in Lugano, where he had worked for 20 years.
10/12/2017
Law Firm Adds to Growing Asian Wealth Practice
As Singapore matures establishing itself as the private wealth management hub for the region a growing number of high net worth individuals and families, have been moving their funds to Singapore.
10/12/2017
RSM appoints legal private client partner
She is ideally suited to direct our private client legal services in a way that complements and enhances RSM’s existing private wealth expertise.
10/12/2017
GAM’s Andrew Green steps back as Gosden joins
Green will manage a “select few” mandates and provide advice and support to GAM equity teams in the new role of director of global equities strategy.
10/12/2017
Notenstein La Roche appoints new CEO
Adrian Künzi made a substantial contribution to the company over the past years.
10/12/2017
Baar boutique hires deputy CIO from Abu Dhabi SWF
He also managed various multi-manager portfolios for the group.
10/12/2017
Notenstein Loses CEO
The private bank, born out of the remains of Bank Wegelin & Cie which collapsed under the heft of a U.S. indictment in 2012, has been under pressure for some time.
10/12/2017
Swiss Bank Hires from Citigroup
She will report to Ranjit Khanna and be based in Singapore.
10/10/2017
Asset Manager Rejoins Private Bank
Who joined Lombard Odier from Deutsche Asset Management in July.
10/10/2017
PwC appoints Irish woman as global asset and wealth management head
She has worked in financial services for over 23 years
10/10/2017
Ex-BDO wealth boss joins EQ Investors' advice push
EQ is in the process of driving forward some really significant developments.
10/10/2017
Schroders taps UBS veteran as deputy head of multi-asset investments, Asia Pacific
The strategy grew in assets from EUR190mn, at the time of Frank’s appointment, to more than EUR 2bn today.
10/10/2017
Deutsche Bank Switzerland appoints board vice-chairman
Fanconi is currently chairman of the board at Graubünder Kantonalbank and is also chairing the board of the microfinance company BlueOrchard.
10/10/2017
RBC Taps New Wealth Consulting Chief
Nate Angelo comes on board one week after the wealth firm tapped a new head of recruiting