10/13/2023
Investment manager joins 7IM after seven-month JM Finn stint
Danny Szabo joins 7IM as an intermediary relationship manager focusing on the Thames Valley region.
Executive Moves
10/13/2023
Northern Trust Asset Management Names New Co-Head of Wealth Client Group
Sunitha C. Thomas to Co-Lead Newly Formed Team Dedicated to Wealth Management Clients
10/12/2023
Pitcairn Names New Head of Wealth Management
As the renowned family office begins a second century of success, internal promotions ensure continuation of superior client experience
10/12/2023
Canaccord poaches Atomos investment veteran
Revealed: Mark McMullan joins Canaccord Genuity Wealth Management as investment director after a decade with Atomos.
10/12/2023
New CIO complements the management
Dominik Fischer has been working for Helvetica for five years and has been Head Investment Management and member of the extended management since January 2023.
10/12/2023
Canaccord Genuity WM names Becket and Champion as joint CIOs
Tom Becket and Richard Champion have been appointed joint CIOs at Canaccord Genuity Wealth Management, following a merger of its two investment offices.
10/12/2023
Credit Suisse Investment Banking Team Jumps in Unision to Competitor
The team is organized to cover the entire fixed-income value chain
10/12/2023
«Oh Yeah.» Daughter of Yello's Frontman Heads Its Family Office
Individual management teams will continue to be responsible for the operational business of the respective divisions.
10/12/2023
UBS wealth management desk head joins Lombard Odier
Lombard Odier has appointed Julien Gautheret as a desk head in Geneva.
10/12/2023
Romain Miginiac appointed fund manager for GAM Star Credit Opportunities strategy
He is based in Geneva.
10/12/2023
Raffles Family Office steps up China expansion
Kevin King named managing director, head of Greater China
10/12/2023
Odey AM's Geoffrey Marson and Odey Opportunity fund move to Canaccord Genuity
Several other transfers confirmed
10/11/2023
Thomas Nonnweiler Joins Fiduciary Trust Company as a VP and Investment Officer
As an Investment Officer, Nonnweiler will work closely with individuals and families to develop, implement, and oversee customized investment and wealth planning solutions designed to meet their unique long-term goals.
10/11/2023
LGT Poaches Iberia Team From UBS
From Zurich, the quartet previously worked for the Spain desk of Switzerland's largest bank for several years.
10/11/2023
CS regional boss steps down – Central Switzerland becomes a hotspot
It goes on to say that he successfully helped develop the Entrepreneurs & Executives (E&E) department at CS. Kutschera started at the major bank in Lucerne in 2003.
10/11/2023
Apollon Wealth Management Bolsters Sarasota Office with Key Appointments
Wesley Davis and Jeff Wood join Apollon’s Adi Dassler International Family Office
10/10/2023
UBP spilts with managing director after 10 months
UBP confirmed that Vikram Gopalakrishnan, who joined in January, no longer works at the company.
10/10/2023
Leo Wealth hires JP Morgan PB investment specialist
The global wealth manager has bolstered its Singapore office, which opened earlier this year after the acquisition of Jachin Capital.
10/10/2023
RBC Wealth adds $630M teams from Morgan Stanley, Wells Fargo
The firm has added advisors in New York, Pennsylvania and Minnesota.
10/10/2023
UBP taps Wellington Management for EMEA wholesale boss
Christian Betzel joins