04/01/2022
Centura Wealth Advisory Nabs Wealth Management Leader
San Diego based wealth management firm welcomes Chris Osmond, CFA, CAIA®, CFP® as their new Partner & Chief Investment Officer
Executive Moves
04/01/2022
Citi appoints head of retail bank and wealth management
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
UBS Switzerland loses top IT man to consulting firm
The IT professional, who has more than two decades of experience in the profession
04/01/2022
Sébastien Collado appointed Chairman of the Management Board of BCGE (France) SA
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
Cantonal bank hires PB COO as executive board member
Bächi has joined the firm from Ihag Privatbank, where he was COO for over three years.
03/31/2022
Feri Switzerland announces new chair and expansion plans
Previous Switzerland chair Antje Biber will now focus entirely on the Feri SDG Office, which was founded in 2019.
03/31/2022
Bantleon further strengthens portfolio management team
He is responsible for trading equities, ETFs, ETDs and OTC
03/31/2022
Mirabaud Bolsters Wealth Management Capabilities With A New CEO For Mirabaud Middle East LTD
He joined the Mirabaud Group in February 2022
03/31/2022
Global Fintech leader appointments President of Asset Management Solutions business
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
Fernando Vallada appointed CEO of Julius Baer Family Office in Brazil
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
Barclays appoints Americas Head of International Corporate Banking
In his new role, Graham will lead the strategy and execution for the International Corporate Banking business in the Americas.
03/29/2022
Cantonal bank appoints executive board member
He will head the corporate management department of the institution starting on 1 July.
03/29/2022
Citi Private Bank names LatAm vet to senior Miami role
He later became a relationship manager for the group’s commercial banking business managing a portfolio of middle market clients.
03/29/2022
Geneva PB hires CEO from Oddo BHF Switzerland
He was previously CEO at Oddo BHF Switzerland for over three years.
03/29/2022
Rothschild & Co hires Managing Director and Vice Chairman in North America
Prior to joining Rothschild & Co, Mr. Arrastia was a Managing Director in the Consumer & Retail Investment Banking Group at RBC Capital Markets.
03/29/2022
Rothschild & Co announces governance change
He will be proposed as a member of the Supervisory Board at the next Annual General Meeting to be held on 19 May 2022.
03/29/2022
Santander Wealth Management & Insurance bolsters its sustainable investment unit
The unit aims to hit EUR 100 billion in sustainable funds by 2025.