12/14/2023
Citi’s Mark Mills to Depart After 23 Years in Latest Wealth Exit
Mills was replaced by Jonathan Leach, previously deputy head of Citigroup’s investment management division after earlier serving as head of investments for North America.
Executive Moves
12/14/2023
Rival boutique poaches Fisch convertible bond manager
The fund ranks 10th out of 63 global convertible funds for total return over the last three years, with -6.1%.
12/14/2023
BofA's former head of wealth, private bank Keith Banks to retire
Banks currently serves as vice chair and chief investment officer for the lender's pension and benefits plan investments.
12/13/2023
EFG Hires Ex-Credit Suisse Trio in Hong Kong
The bank also appointed Jane Li as market head for Greater China
12/13/2023
Julius Baer Bolsters Greater China Business
Asia is Julius Baer’s so-called «second home market»
12/13/2023
AllianceBernstein creates new global head of investments role
Equities head to take on remit covering equity, fixed income, multi asset and hedge fund solutions, investment solutions and sciences, plus the firm’s responsibility team.
12/13/2023
Kingswood U.S. Adds More Than $730 Million with Recruitment of 16 Financial Advisors
Headquartered in New York and Miami, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand.
12/13/2023
Accuro Announces Eight Promotions Across Jersey, Switzerland and Mauritius
Senior promotions include Una Smith who takes on the role of Client Services Director in Jersey
12/12/2023
BofA appoints 334 new managing directors, down 8% from last year
The new promotions included 75 investment bankers and 64 employees from the trading division.
12/12/2023
Two Long-standing Credit Suisse Executives Join U.S. Asset Manager
Both will be working from Zurich, according to an announcement on Monday.
12/12/2023
Four Financial Advisors join UBS in Atlanta, Georgia
They join the UBS Southeast Wealth Management Market, led by Market Executive Lane Strumlauf, and will be located in the Atlanta, Georgia office
12/12/2023
Changes in the Board of Directors of Baloise Holding AG
The Board of Directors has nominated Mr. Guido Fürer for election at the upcoming General Meeting.
12/12/2023
Fisch Asset Management appoints new Co-Head Convertible Bonds
Prior to that, he spent four years as a convertible bond portfolio manager at Aberdeen Asset Management.
12/12/2023
Experienced private banker quits Lombard Odier for Cité Gestion
Caroline Jehan, who spent 12 years at Lombard Odier, has taken a senior private banker role at Cité Gestion’s Geneva office.
12/12/2023
Edinburgh and New York CEOs Andrew Ward and Charles Ferraz join the Group of Boutique Asset Managers.
Ward and Ferraz have joined to add their experience into the mix across the network and increase the presence of both the Group and its constituents across the investment industry.
12/11/2023
Platinum appoints new CEO
In an ASX announcement, the fund manager said it has now appointed Jeff Peters from the US to step into his role.
12/11/2023
Sarasin & Partners expands MPS and private markets teams
Sarasin & Partners said the appointments align with its strategy to leverage global trends such as digitalisation, automation and climate change in its investment approach.
12/11/2023
Mirabaud appoints UK portfolio management head
Jonathan Unwin joins the business after seven years at Luxembourg-based private bank Banque Havilland.
12/11/2023
Credit Suisse banker takes investment MD post at boutique
Two former senior wealth managers at Credit Suisse have moved to Principal Asset Management, with one taking a top role at its specialist boutique Spectrum Asset Management.
12/11/2023
Property boutique Helvetica’s CEO to step down after 17 years
Hans Holdener will take on a business development role after the handover.