04/05/2024
Sanctuary Wealth Continues to Add Veteran Industry Executives to Leadership Team
Firm Taps Former Wells Fargo, UBS Executive Michael Goldfader to Lead West Coast Region and Michelle McIntyre as National Business Development Officer
Executive Moves
04/05/2024
Scottish wealth manager expands its presence in Dundee
The hub provides bespoke services to the city’s growing sectors, including technology and life sciences.
04/05/2024
Morgan Stanley credit research team chief becomes CIO at Geneva boutique
Jackie Ineke started as CIO of Spring Investments at the start of the month after 23 years as head of the European financial credit research team at Morgan Stanley.
04/05/2024
BNP Paribas Wealth Management recruits fund selector in Frankfurt
Marco Benischke arrives at the firm from Düsseldorf financial adviser Laureus Privat Finanz.
04/04/2024
Citi Private Bank Miami vet joins Santander as senior LatAm advisor
The 20-year industry veteran is joining another former Citi Private Bank colleague at the Spanish group.
04/04/2024
UBS brings in co-head of important investment banking division in the USA
Feige will work for UBS in San Francisco starting in July.
04/04/2024
SEB appoints two domestic branch managers, plans to "future-proof" asset management arm
The second-largest asset manager in the Nordics is setting up branches in Denmark and Finland and has appointed two SEB veterans as brand managers.
04/04/2024
Markus Jaggi appointed new Head of Communications at FINMA
He will report directly to FINMA’s CEO.
04/04/2024
Financial Advisor Thomas Mains Joins UBS Private Wealth Management in Atlanta, GA
He joins an existing UBS Private Wealth advisor team, MLM Partners
04/04/2024
Perpetual welcomes new lead partner for wealth management business
Most recently, she was program director for the Champions of Change Coalition and served as executive officer for CEOs for Gender Equity Inc for more than six years.
04/03/2024
StanChart Names Wealth Solutions Head
He was most recently the Hong Kong-based Asia head of consumer, private and business banking as well as global head of digital business.
04/03/2024
Kingswood U.S. Accelerates Expansion of Successful In-house Investment Banking Group with Appointment of Four New Members
David Braccia, Braden Ferrari, Jacob Wilson and Evan Wynn Bring Impressive Talents And Expertise to Growing Business
04/03/2024
Co-head of electronic equities at BNP Paribas leaving for a rival -sources
Schoeneborn joined BNP Paribas from Deutsche Bank, after the French lender acquired its rival's prime finance business in a deal first announced in 2019.
04/03/2024
Northern Trust Asset Management Names CIO of Global Fixed Income
Christian Roth Brings 30+ Years of Experience in Fixed Income Investment Management
04/03/2024
UBS Private Wealth Management hires William Wright and Matthew Hoffman in New York City
The team will be located in the firm’s 1285 Avenue of the Americas Private Wealth Management office and will report to Market Directors Thomas Conigatti and Neal Cooper.
04/03/2024
Vontobel appoints new Head Institutional Clients
Prior to joining Vontobel, he was Global Head of Distribution & Marketing at Robeco Institutional Asset Management, and previously Head of Europe Institutional at JP Morgan Asset Management.
04/03/2024
Julius Baer recruits relationship managers, strengthening the market Aargau/Solothurn and the foundations sector
With more than 28 years in national and international positions in private banking and client advisory, Claudia Hayek brings with her extensive financial expertise and leadership skills.
04/03/2024
Swiss Re announces Group CEO transition
He will carry forward a culture of performance and achievements and strong leadership values.
04/03/2024
Edmond de Rothschild reveals five new private bankers in Lugano
The bank says that the new recruits reaffirm its commitment to Ticino.
04/03/2024
Blaise Goetschin takes director roles at Gonet and Arab Bank Switzerland
The former CEO of the Banque Cantonale de Genève has also become vice chair of Gonet.