05/02/2023
LGT adds manager to bespoke model portfolio team
The service currently has more than £3bn in assets
Executive Moves
05/02/2023
UBP Hong Kong appoints new relationship managers
In this position, Chin will lead a dynamic team of relationship managers to expand the bank’s North Asia client coverage.
05/01/2023
Mason Stevens appoints Citi Securities Services to provide custody and funds administration services
This appointment comes at a significant time for Mason Stevens as it looks to expand its wealth platform offering to deliver premium wealth management solutions.
05/01/2023
Coldstream Wealth Management Enhances Leadership Team with Addition of Matt Sonnen As Chief Operating Officer
Successful RIA Consultant and Veteran Operations Executive will Focus on Supporting Firm's Strategic Growth Initiatives and Scaling its Business
05/01/2023
Former UBS Wealth Co-Head Tom Naratil Returning to Oversee Credit Suisse Integration
Naratil will become the group’s chief financial officer and lead the integration division that will oversee the Credit Suisse merger, the newspaper said, citing people it didn’t identify.
04/28/2023
Investment duo complete Wealth Manager Buyout
Experienced wealth management and investment professionals Derek Gawne and Lizz Ewart have acquired Charteris Asset Management
04/28/2023
Former Olympian to lead Ord Minnett’s private wealth team
Frank Hegerty had first joined the wealth management group in 2020 as state manager for Victoria and South Australia.
04/28/2023
Tsangs Group appoints North America director
The Hong Kong-based family office has hired Christopher Myers to help it explore opportunities in the region.
04/28/2023
Stonehage Fleming Appoints Industry Stalwart as Head of Trusts and Estates
She joins Stonehage Fleming with significant experience on managing legal matters including deceased estates, curatorship estates, and testamentary and inter vivos trusts.
04/28/2023
Burkhard Varnholt appointed Global Chief Investment Officer
In his new role, Burkhard Varnholt will report to Francesco De Ferrari, CEO Wealth Management, and join the Management Committee of the Wealth Management Division.
04/28/2023
Clemens Markstein to become CEO of Baloise in Switzerland
Clemens Markstein saw off competition from a field of internal and external candidates in the course of a broad-ranging recruitment process.
04/28/2023
Fiona Frick joins advisory board of impact firm GIST
The Circe founder was previously CEO at asset manager Unigestion.
04/28/2023
Indosuez WM hires Hong Kong market head
Selwyn Au-Yeung was previously managing director and team head at Bank J Safra Sarasin.
04/27/2023
Pictet appoints Raymond Sagayam as Managing Partner
Prior to joining Pictet, Raymond was a Managing Director at Swiss Re Asset Management in London.
04/27/2023
Credit Suisse's Head of Super-Rich Clients Steps Down
He is stepping down as head of the unit at the end of April
04/27/2023
Lombard Odier appoints Amer Malik as Head of its Dubai office
With over two decades of experience working for financial institutions in the United States and the Middle East
04/27/2023
Sergio P. Ermotti to step down as Swiss Re Chairman on 30 April 2023 after handover to Vice Chairman Jacques de Vaucleroy
The search for a successor has started.
04/27/2023
Schroders appoints Richard Oldfield Group CFO, as Richard Keers retires
Prior to his current role, Mr Oldfield was a member of PwC’s UK Executive Board for five years during which he was Head of Clients and Markets and latterly Head of Strategy and Communications.
04/27/2023
Barbara Ofner and René Schmidli elected to the BLKB Bank Council
The two new Bankrat members will take office on July 1, 2023.
04/27/2023
HSBC appoints Millie Fitzgerald as Guernsey Director
She joins HSBC having spent four years with W1 Investment Group in Spain as Regional Manager and Senior Financial Adviser.