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.
Executive Moves
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
10/09/2023
Matt Burton joins UBS Wealth Management in Indianapolis
Prior to joining UBS, he worked as a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management.
10/09/2023
Singapore's most alluring family office is hiring traders
Its latest recruits include Akihiro Konishi, a former macro trader at Garda Capital Partners.
10/09/2023
T. Rowe Price Names Distribution Executive in Singapore
Based in Singapore
10/09/2023
Edmond de Rothschild asset management strengthens its presence in the Middle East
She aims at providing access to a wide range of conviction-driven Asset Management expertise with an emphasis on Private Markets
10/09/2023
Julius Baer announces changes to Executive Board
The changes in structure and leadership are designed to enhance the delivery of its targets for the 2023–2025 strategic cycle and beyond.
10/09/2023
Welcoming ZEDRA’s New Group Head of Marketing & Client Experience 
In her new role, she will be responsible for developing and executing marketing plans that align with ZEDRA’s growth objectives.
10/09/2023
Julius Baer Reshuffles Management With Some Help From UBS
The reorganization makes changes to the regional structure of the group, creates a dedicated area of responsibility for customer experience, and strengthens the importance of employee management and culture.
10/09/2023
GAM appoints Flavio Cereda as Co-Investment Manager for Luxury Brands strategy
Prior to joining GAM, Flavio had been Head of Luxury Goods Research at Jefferies International since 2017.
10/06/2023
Lombard Odier EAM relationship manager joins EFG
Marc Thiémard has joined EFG International in Geneva.
10/06/2023
Annemarie Nussbaumer appointed to the FINMA Executive Board
Prior to joining FINMA, Annemarie Nussbaumer worked as a lawyer for several years.
10/06/2023
Quintet Private Bank welcomes group co-head of investment
Along with group chief investment officer Daniele Antonucci, he also shares leadership of Quintet’s investment department.
10/06/2023
Amundi: Appointments
Aurélia Lecourtier is a former student of Ecole Nationale d’Administration
10/05/2023
Veritable, Empower advisors join Savvy Advisors as principal wealth managers
The duo have partnered with the digital-first platform in the Philadelphia area.
10/05/2023
UBS Group AG Reshuffles Middle Eastern Wealth Management Leadership
His new role at UBS will concentrate on strategic aspects, winning back clients, and cross-divisional client delivery to expand their franchise.