04/05/2022
Taeschler who has been with the bank since 1982, will support the global head HR advisor along with the CEO of Credit Suisse’s Swiss Bank in Switzerland as a senior advisor commencing some time around the middle of the year.
04/05/2022
These promotions are in line with the corporate governance put in place many years ago
04/04/2022
He will report to Lay Choo Ong and Marc Van de Walle.
04/04/2022
In his new role, Osmond will be responsible for providing advice to Citi’s clients on complex transactions and supporting the BCMA leadership team in Australia and New Zealand.
04/04/2022
Chung reports directly to North Asia head and Hong Kong chief executive Michael Yong-Haron and locally to head of Singapore and Southeast Asia David Lim.
04/04/2022
David has over 35 years’ experience of advising wealthy individuals, family offices and financial institutions.
04/01/2022
San Diego based wealth management firm welcomes Chris Osmond, CFA, CAIA®, CFP® as their new Partner & Chief Investment Officer
04/01/2022
Prior to Oakhill’s appointment, Richard Wilde was the acting head of Citi Australia’s retail bank and wealth management function and he had now returned to his role as head of digital, delivery and client experience.
04/01/2022
The IT professional, who has more than two decades of experience in the profession
04/01/2022
With more than 20 years of practice in the banking sector, including 13 years spent with the parent company in Geneva, Sébastien Collado has developed cutting-edge professional skills in the areas of corporate financing and immovable.
03/31/2022
Bächi has joined the firm from Ihag Privatbank, where he was COO for over three years.
03/31/2022
Previous Switzerland chair Antje Biber will now focus entirely on the Feri SDG Office, which was founded in 2019.
03/31/2022
He is responsible for trading equities, ETFs, ETDs and OTC
03/31/2022
He joined the Mirabaud Group in February 2022
03/31/2022
Mike brings to Broadridge extensive experience in driving business transformation and growth through innovation and a client-centric approach.
03/30/2022
Cresset Hires Trio of Wealth Advisors
Chris Georgopoulos, Thomas McKeown, and Beth Kytle Chandler join Cresset's West Palm Beach, Chicago, and Atlanta offices
03/30/2022
SGKB recruits senior private bankers for Germany
SGKB Germany’s new board was announced last year.
03/30/2022
This management change will pave the way to meet Julius Baer's ambitious growth targets for Brazil and to create a more dynamic Julius Baer franchise in the country under one leadership.
03/30/2022
BNY Mellon Wealth Management Names Senior Client Strategist
He joins BNY Mellon Wealth Management from Fidelity Family Office Services, where he served as vice president, business development.
03/30/2022
In his new role, Graham will lead the strategy and execution for the International Corporate Banking business in the Americas.