06/13/2025
UBS names new UK HNW head as veteran steps down
Michel Frey replaces Chris Oliver, who is leaving after 15 years with UBS Wealth Management.
06/13/2025
Michel Frey replaces Chris Oliver, who is leaving after 15 years with UBS Wealth Management.
06/13/2025
Josh will report to Andrea Montague, CEO, and will be a member of the Executive Committee.
06/13/2025
Fairway Group has appointed Nathan Petty as Client Director.
06/13/2025
Oliver Banz has joined AS Equity Partners to lead portfolio operations.
06/13/2025
He succeeds Olivier Häner, who held this position on an interim basis.
06/13/2025
In this new position, Henry will oversee the Investment Planning and Economic Committees at Withum Wealth Management, bringing decades of wisdom and market experience to the role.
06/13/2025
She will be based out of the firm’s 299 Park Avenue office and will report to Associate Market Executive Demie Kommatas.
06/13/2025
Bénédicte Chrétien appointed Chief Executive Officer of CFM Indosuez Wealth Management, the wealth management brand of the Crédit Agricole Group in Monaco
06/12/2025
This strategic addition underscores Altium's commitment to delivering bespoke wealth management solutions to ultra-high-net-worth families, entrepreneurs, and sophisticated investors.
06/12/2025
Luka Gakic will step down in July as part of the restructure the firm is undergoing.
06/12/2025
He succeeds Rory Tapner, who held the position from 2020 to the end of 2024.
06/12/2025
Burr joins the private office as a client adviser.
06/12/2025
Tom joins the business with over 19 years’ experience in global financial services and fiduciary businesses.
06/12/2025
Beck brings over 30 years of business leadership and consultancy experience in the financial sector.
06/12/2025
Ex-J Safra Sarasin adviser Waldo Alvarez-Santullano and ex-UBS relationship manager Daniel Sacerdoti have both joined UBP as senior relationship managers.
06/12/2025
An experienced asset manager is taking over as the new Chairman of the Board of Directors.
06/12/2025
His appointment reinforces GAM’s long-standing commitment to professional investors in Germany and Austria.
06/12/2025
The Board has appointed Annabel Spring as the new CEO of Allfunds, who will take office in June
06/12/2025
Prior to that, he spent eight years at Citi, where he held the role of VP Wealth Manager
06/11/2025
Jeremy’s appointment reflects Puma’s ambition to scale further and ensure a cohesive, high-performing offering focused on delivering high quality investment products for its retail investor client base.