10/17/2023
UBS Welcomes Credit Suisse Executives in Latin America
Nicolas Troillet, responsible for global markets and wealth management in Mexico at Credit Suisse, takes over market and client development for the entire region.
Executive Moves
10/17/2023
New Head of Private Clients at Investec
As Head of Private Clients at Investec, Gordon leads a team across Guernsey and Jersey managing the banking, lending, and investment needs of the bank’s High Net Worth clients.
10/16/2023
GAM appoints Head of Distribution for Japan
He was working at Barclays Securities Japan as a senior sales manager responsible for developing quant investment strategies for large financial institutions.
10/16/2023
UBS Axes More Investment Bankers in Hong Kong
This has resulted in about two dozen investment bankers being affected, including several managing directors.
10/16/2023
Serge Fehr Restructures Lombard Odier's Swiss Regional Team
Heller isn't the first Credit Suisse banker to follow in Fehr's wake.
10/16/2023
Top 50 IAM hires Credit Suisse relationship manager
Melanie Baltic has joined Alpen Partners’ private client services team.
10/16/2023
Former Credit Suisse MD joins Zurich family office
Calibrium has appointed Philippe Leuenberger as a managing director in Zurich.
10/16/2023
Adviser joins SocGen affiliate after decade at UBS
Julien Deronzier has joined SG M&R, which is part-owned by Société Générale.
10/13/2023
Nomura International Wealth Management Names Anurag Mahesh Coverage Head for Southeast Asia, Global South Asia and Middle East
To have someone of Anurag’s caliber and experience join us will enhance our growing presence and capabilities, and demonstrates that we continue to attract top talent.
10/13/2023
Fisch names convertibles head as Zwick departs
Stephanie Zwick was also a member of the executive committee before she left in September.
10/13/2023
Quilter Investors hires new investment strategist
She will be interacting with clients and advisers, while also acting as a media spokesperson for the business on investment matters.
10/13/2023
Investment manager joins 7IM after seven-month JM Finn stint
Danny Szabo joins 7IM as an intermediary relationship manager focusing on the Thames Valley region.
10/13/2023
Northern Trust Asset Management Names New Co-Head of Wealth Client Group
Sunitha C. Thomas to Co-Lead Newly Formed Team Dedicated to Wealth Management Clients
10/12/2023
Pitcairn Names New Head of Wealth Management
As the renowned family office begins a second century of success, internal promotions ensure continuation of superior client experience
10/12/2023
Canaccord poaches Atomos investment veteran
Revealed: Mark McMullan joins Canaccord Genuity Wealth Management as investment director after a decade with Atomos.
10/12/2023
New CIO complements the management
Dominik Fischer has been working for Helvetica for five years and has been Head Investment Management and member of the extended management since January 2023.
10/12/2023
Canaccord Genuity WM names Becket and Champion as joint CIOs
Tom Becket and Richard Champion have been appointed joint CIOs at Canaccord Genuity Wealth Management, following a merger of its two investment offices.
10/12/2023
Credit Suisse Investment Banking Team Jumps in Unision to Competitor
The team is organized to cover the entire fixed-income value chain
10/12/2023
«Oh Yeah.» Daughter of Yello's Frontman Heads Its Family Office
Individual management teams will continue to be responsible for the operational business of the respective divisions.
10/12/2023
UBS wealth management desk head joins Lombard Odier
Lombard Odier has appointed Julien Gautheret as a desk head in Geneva.