04/04/2023
Fulton Private Bank Hires Steven H. Santini as Regional Wealth Director for Greater Philadelphia
Expanding wealth management team offers customized solutions and advisory services
Executive Moves
04/04/2023
One Swiss Bank appoints new head of asset management
Aymeric Converset, who worked for Dynagest since 2013, has been appointed as head of the division as well as joining the executive committee.
04/04/2023
Credit Suisse’s Southeast Asia M&A Head Quits
The rumored departure comes just over two weeks after the Swiss government forced UBS to acquire what had been the country's second-largest bank, which will hold its ostensibly last annual general meeting for shareholders later today.
04/04/2023
Arbuthnot Latham hires Head of UK Private Banking
She joins Arbuthnot Latham from Coutts, where she was managing director for over three decades.
04/03/2023
Nomura names Rudolf Hitsch North Asia head of wealth management
Hitsch, former head of North Asia at Citi Private Bank, will be based in Hong Kong and run client relationship management teams covering North Asia in the newly created post.
04/03/2023
TISE appoints new Non-Executive Director to Group Board
She is a solicitor qualified in England & Wales and Jersey.
04/03/2023
Skerritts Group announce Paul Feeney as new Group CEO
Paul is the former CEO of Quilter, the FTSE 250 wealth manager with over £100bn in assets under management.
04/03/2023
Orbit36 expands its expertise with four seasoned banking experts
With this important step in the growth strategy of our firm, Orbit36 offers a broad range of specialized consulting services in Finance, Treasury, Risk, and Strategy for financial institutions.
04/03/2023
UBS veteran joins private bank in Zurich
Dominik Halder focuses on clients from northern Germany in his new role at Frankfurter Bankgesellschaft.
04/03/2023
Capital Group appoints head of Switzerland client group
Arne Tölsner joins the asset management firm after more than 20 years at Allianz Global Investors.
04/03/2023
atomos announces Jon Taylor as Chair
He is a highly experienced executive and non-executive director
03/31/2023
ABN AMRO upgrades sustainable funds to ‘dark green’ amid wave of downgrades
ABN AMRO's Bob Hendriks: 'Our process of moving to Article 9 was not rushed but carefully conducted'
03/31/2023
Citigroup hires BofA Merrill's head Andy Sieg to lead wealth unit
Sieg has "a track record of driving growth" and "deep experience in the U.S.," where Citi aims to grow, CEO Jane Fraser said in the hiring announcement.
03/31/2023
Evelyn Partners strengthens Bristol professional services team with VAT director appointment
He joins Evelyn Partners from PwC where he spent more than 14 years as a tax adviser assisting organisations with VAT and indirect taxes.
03/31/2023
Trio exit Top 50 IAM to launch their own firm
They left at the end of January under amicable terms, Tramondo Investment Partners said.
03/31/2023
Bank of America Names Lindsay Hans and Eric Schimpf Presidents and Co-Heads of Merrill Wealth Management
As presidents, Hans and Schimpf will join Bank of America's executive management team and oversee more than 25,000 Merrill employees.
03/31/2023
CGWM creates UK managing director role for firm veteran
Canaccord Genuity Wealth Management has promoted Duncan Stratford to UK managing director after a string of acquisitions expanded the business significantly.
03/30/2023
Bank of Singapore appoints Global Market Head of Middle East
Mr Khanna will be a member of the Bank’s management committee, reporting to Bank of Singapore Chief Executive Officer Mr Jason Moo.
03/30/2023
Appointment of Marco Parroni as Chief Marketing Officer and Antje Hembd as Head Global Brand Partnerships & Sponsoring
He will support them in further aligning their activation strategies with Julius Baer’s global brand positioning and communication.
03/30/2023
Yves Gmür becomes the new Head of Taxes Liechtenstein/Eastern Switzerland at Grant Thornton Switzerland/Liechtenstein
Professionally, Yves Gmür held various positions in the financial sector and with one of the Big 4 - with several years of work in Liechtenstein, before he worked as a tax auditor at the Cantonal Tax Office of Zurich from 2016 to 2018.