11/22/2017
Zurich adviser hires partner from UBS boutique
Valvest Partners is a new player in the Swiss market, having only started operating in May this year.
Executive Moves
11/22/2017
Brewin Dolphin appoints Jersey business development head
Jacques is level 6 PCIAM investment qualified and a chartered member of the Chartered Institute for Securities and Investment.
11/22/2017
GKB Names BlueOrchard Chairman As President
GKB President Also Serves As Chairman Of Impact Investment Firm BueOrchard
11/22/2017
Zurich-Based Swisspartners Hires UBS Financial Planner And Legal Expert
Zurich-Based Wealth Manager Swisspartners Has Strengthened Its Team By Hiring A Financial Adviser And A Legal Expert
11/22/2017
Julius Baer makes senior promotions in Guernsey
A specialist in compliance and regulation, he is a fellow of the International Compliance Association.
11/21/2017
Julius Baer reveals nine Barclays hires for regional push
The regional offices are slated to open in early 2018.
11/20/2017
Ex-Pictet euro equity chief goes independent from Baar boutique
Where he looked after Swiss and European equities.
11/20/2017
Ex-Falcon PB exec joins Bitcoin Suisse as CEO
He will develop the product and services portfolio and focus on improving crypto-financial services.
11/20/2017
SIX Payment Services CEO exits amid branch closures
The CEO’s departure comes amid the closure of various SIX Payment Services branches.
11/20/2017
Stifel picks off a trio of advisors from rivals worth $217M
The nation’s eighth-largest wealth management firm by advisors has sustained recruitment efforts in the wake of its acquisition of Ziegler Wealth Management’s 57 advisors
11/19/2017
UBS AM appoints head of marketing
She has also worked as a marketing consultant for Fidelity Investments and Deutsche Bank.
11/17/2017
DHR Places Chief Trust Officer at BMO Private Bank
She previously served as regional trust director overseeing Indiana.
11/17/2017
BNY Mellon Wealth Management boosts Chicago team
Prior to joining BNY Mellon Wealth Management, Paolilli held 2 positions at Northern Trust over a 10 year period.
11/16/2017
Brewin Dolphin appoints former Axa Wealth CEO to board
The appointment will be effective from 1 December 2017.
11/16/2017
BNY Mellon Wealth Management hires new managing director in Miami
Montiel was previously a senior vice president and head of Investment Strategies Group Americas at Miami-based EFG Capital International Corp
11/16/2017
Credit Suisse Snaps Up Instinet Veteran
Comerford is a ten-year veteran of U.S. broker Instinet, which belongs to rival investment bank Nomura.
11/15/2017
Hawksford appoints associate director in private client team
Carly has also held roles at Royal Bank of Canada and IFG Trust Jersey.
11/15/2017
Former Schwab Consultant Joins PagnatoKarp
He’s also consulted for UBS Wealth Management, Wachovia, Lincoln Financial and AXA Equitable.
11/15/2017
Charles Stanley Boosts Advice Arm With Ex-HMRC Tax Officer
Charles Stanley Has Bolstered Its financial Planning Team With Two Key Hires
11/15/2017
Barclays W&I hires JP Morgan Private Bank digital head
He will work closely with business heads across Wealth & Investments.