03/07/2023
NewEdge Wealth Continues Strategic Growth, Names Hunter Gehring as Principal
Arkansas-based advisor joins firm, expanding nationwide presence
Executive Moves
03/07/2023
J.P. Morgan Looking For New Swiss Head
J.P. Morgan Asset Management is appointing Claude Kurzo as Country Head for its UK business, the investment house said in a statement Tuesday.
03/07/2023
Deutsche Bank IPB names new head for expat Indian business
Rajesh Mahadevan replaces Amrit Singh as the head of global South Asia.
03/07/2023
Former EFG product advisory head Simon Godfrey resurfaces
The ex-EFG head of product advisory and investment consultant has joined Prive Technologies.
03/07/2023
Muzinich promotes Andrew Tan to Apac CEO
The bond veteran will continue to run the firm’s Asia Pacific private debt strategy as well being tasked with building the business in the region.
03/07/2023
Basel convertible bond boutique hires co-CEO
Chameleon Asset Management has also added an independent member to its board of directors.
03/07/2023
Ex-Geneva IAM CEO joins impact investing specialist
Mathieu Saint-Cyr has joined Swiss-based Tameo, which guides investment funds and their managers on impact investing topics.
03/06/2023
Credit Suisse Names APAC Vice Chair
She first joined the Swiss lender in 1998 as a market group head for Malaysia before taking on various other senior roles.
03/06/2023
UBS names industry veteran as Australasia chair
He brings a wealth of corporate and board experience to UBS, formerly serving as non-executive director and chair of Westpac, Transurban Group and BHP.
03/06/2023
Strife at Private Bank Edmond de Rothschild
According to the report, Pauly will leave in mid-March
03/06/2023
CEO Hansruedi Köng announces resignation at the end of February 2024
After 21 years of service at PostFinance, including 12 years at the helm, Hansruedi Köng will resign as CEO of PostFinance at the end of February 2024.
03/06/2023
Six-Member Wealth Management Team Joins First Republic
They share First Republic’s commitment to exceptional client service.
03/06/2023
Ocorian strengthens its presence in APAC for future growth
She brings more than 14 years of financial services experience, previously working at Praxis, where she was responsible for business development in Hong Kong, Macau, Taiwan and mainland China.
03/03/2023
Edinburgh-based specialist wealth manager appoints two new leadership roles
Both Tim and Mark have significant experience in the wealth management sector, with careers spanning 33 and 24 years respectively.
03/03/2023
Fieldpoint Private Adds Two Executives to Key Leadership Roles
Bank promotes industry veterans to Chief Banking Officer and Chief Innovation Officer
03/03/2023
Craven Street Wealth snaps up London-based Bernard Barrett Associates
CSW managing director Tom Barnett said: “I am delighted to welcome the Bernard Barrett Associates clients and team to the Craven Street Wealth group at an exciting time for our growth plans in London.”
03/03/2023
MLL Legal appoints new Management Committee
It consists of Kilian Schärli , Samuel Ljubicic and Serge Calame.
03/03/2023
Andreas Schafer leaves the management of BEKB
In the last three years, Andreas Schafer has strengthened the synergies between the corporate and investment customer business in his department and successfully expanded the positioning in the core business areas.
03/03/2023
Two new directors for Delen Private Bank
The board of directors now consists of nine members.
03/03/2023
Four bond fund managers exit GAM
Managers Jack Flaherty, Casey Goldmann and Mark Pearce have left the company, while Swiss-based Christof Stegmann has retired.