02/07/2023
Bank Julius Baer Deutschland AG expands the Management Board
This expansion of the Management Board underscores the sustained growth of the bank in Germany.
Executive Moves
02/07/2023
Brooks Macdonald chair steps down over health issues
Alan Carruthers resigns to fully recuperate
02/07/2023
Former ZKB CEO Joins Board of Asset Manager
The Belvédère board will be composed of Rolf Boegli, David Garcia, Urs Gauch, Martin Landolt, and Martin Scholl
02/07/2023
EFG Asset Management appoints global head of fund research
Rising star takes top position at Swiss group with former boss moving to new director post within chief investment office.
02/07/2023
Lausanne digital assets specialist expands executive team
Two former IBM employees have joined Metaco.
02/07/2023
Glarus wealth manager adds ex-ZKB CEO and two others to board
Belvédère Asset Management will also appoint a new chairman in May, subject to regulatory approval.
02/07/2023
Pictet announces full-year 2022 figures and change on Board of Partners
Pictet also announced that Managing Partner Bertrand Demole has decided to step down on 30 June of this year after 22 years at the firm.
02/06/2023
Suntera Global enhances client proposition with Corporate Head appointment
Global professional services provider announces new appointment to support the continued growth of its burgeoning corporate division.
02/06/2023
Focused Wealth Management’s Anthony DiCapua joins the Board of Directors for SUNY Orange Foundation & Alumni Engagement
This esteemed position will allow DiCapua to bring his extensive experience in finance and investments to the Foundation, which supports the educational mission of SUNY Orange.
02/06/2023
REYL Intesa Sanpaolo appoints Frédéric Le Hellard as Chief Operating Officer and Tatiana Carruzzo as Head of Asset Services
The Bank has also appointed Tatiana Carruzzo as Head of Asset Services, focused on delivering excellence in custody, administration, legal representation and paying agent services for institutional investment fund clients.
02/06/2023
Vaudoise Versicherungen Holding AG: The Board of Directors proposes Nathalie Bourquenoud as a new member of the Board of Directors
She is to succeed Chantal Balet Emery, whose mandate expires at the 2023 General Assembly.
02/06/2023
Archie Irtizaali & Michelle Panayi join ZEDRA as Client Development Directors
Based in Jersey, Archie will be reinforcing existing partnerships and building new ones globally
02/06/2023
GAM Appoints investment analyst to Asian equities team
Fanwei joined the team as Investment Analyst on 1 February 2023 and will be based in Hong Kong.
02/06/2023
Chris Anderson joins Sigma Private Office as Managing Partner
Chris brings over 15 years of experience from various roles at Barclays, most recently as a Market Head for the Private Banking business in the UAE.
02/03/2023
StanChart Expands North Asia Private Banking Unit
Previously, he also worked at UBS and Morgan Stanley covering UHNW clients in the region.
02/03/2023
Reshuffle in UBS ECM team, Dignam heads to family office
It’s a big jump for Dignam, who spent the past 12 years at UBS.
02/03/2023
Welcoming Daniel Walsh as ZEDRA Governance Client Director
Daniel joins from Isio where he was Head of Fiduciary Management Research.
02/03/2023
Burges Salmon appoints new Head of Private Wealth Sector
The firm has appointed Suzanna Harvey as the new Head of its Private Wealth Sector
02/03/2023
Sanctuary Wealth Embarks on Next Stage of Growth with Appointment of Adam Malamed As Chief Executive Officer
He served a pivotal role in building the enterprise to encompass 4,500 financial advisors, approximately $200 billion in client assets and an enterprise value of $1.3 billion.
02/03/2023
JPMAM removes Lanctot from Global Macro fund
Schrenick Shah and Josh Berelowitz