10/07/2022
$215 million advisor team joins UBS in New York City
They join UBS’s New York City Central Wealth Management Market, which is led by Dan Shepler, and will be based in the firm’s 299 Park Avenue office, managed by Elizabeth Sieghardt.
Executive Moves
10/06/2022
Private Wealth Advisor Ben Flaim Joins UBS in Boston
He joins the UBS Northeast Private Wealth market, managed by Julie Fox, and reports to Boston PWM Complex Director Maxwell Bardeen.
10/06/2022
BlackRock appoints new chief financial officer
As Martin steps into this new role as CFO, BlackRock and our shareholders will benefit from his broad understanding of the firm, sharp intellect and years of experience working with our clients in charting the path forward.
10/06/2022
Pictet poaches LatAm private banking trio from rivals
For its Zurich office, the group has recruited Marcos Costantini and José Merced Gómez Mérigo, who have joined from Credit Suisse and UBS, respectively.
10/06/2022
Artemis hires former army paratrooper as sales director
Charlie Gorsuch, who joins from Franklin Templeton, said his first day at Artemis was his toughest outside of the military.
10/06/2022
Lakefield Partners adds private banking veteran to advisory board
Christoph Habluetzel worked at BCGE, Coutts International and Bank of America Merrill Lynch.
10/06/2022
Nucleus’ technology director exits after 7 years
More recently, Mooney has been overseeing the company's development project with FNZ to create a new platform.
10/06/2022
Société Générale appoints a new finance director in Switzerland
As Finance Director, Tûyet-Nhung Krummenacher's job is to ensure the production, governance and financial management of the SGPBS.
10/06/2022
Rathbones poaches from Charles Stanley for DFM sales push
Marie Lawrence joins Rathbones from Charles Stanley where she will work in its distribution team, focusing on the South East of England.
10/05/2022
Thrings announces nine promotions as commitment to nurturing talent continues
Three Senior Associates are among those promoted to Partner.
10/05/2022
Rothschild & Co appoints Managing Director in North America
Senior hire enhances the firm’s Media & Telecom team in New York and further expands the Global Advisory business in North America
10/05/2022
Pimco adds Ivascyn to $60bn Total Return fund as Mather takes leave
Scott Mather is taking a leave of absence, prompting changes to a number of funds, including the Total Return fund.
10/05/2022
Zug IAM hires wealth managers from UBS and Credit Suisse
Veteran UBS advisor Bernhard Iten and Credit Suisse's former international private banking boss for Mexico Jörg Rütimann joined Swiss wealth shop 4E Capital this month.
10/04/2022
Nordea Asset Management appoints head of active ownership
Based in Stockholm, Ms. Fryklof replaced Katarina Hammar, who joined Swedish asset manager Lannebo Fonder in Stockholm after leaving Nordea in September.
10/04/2022
Harbourfront names new SVP of Strategy and Advisor Services
Kim Thompson spearheads team that will assist in the following growth phase
10/04/2022
Decisive hires two new senior partners as it Expands Business Development Team
As Co-Heads, both are tasked primarily with supporting Decisive’s business development in French-speaking markets.
10/04/2022
Quilter appoints head of wellbeing from Disney
Daisy will be responsible for continuing to develop Thrive, Quilter’s employee wellbeing programme that’s been active since the business listed in 2018.
10/04/2022
Julius Bär Gruppe : Baer strengthens Region Americas with several appointments
These appointments underscore the Bank's growth ambitions and commitment to Region Americas.
10/04/2022
Peter Kjærgaard is leaving Nykredit Bank's Executive Board - Nykredit Bank A/S
Peter Kjærgaard will also leave his positions as Chair of Nykredit Portefølje Administration A/S and Director of Sparinvest Holdings SE.
10/04/2022
Banque Bonhôte appoints new Chief Client Officer
He is also a qualified federal banking specialist and has completed the Swiss Finance Institute’s executive programme in Zurich.