09/21/2023
Six former Credit Suisse wealth managers join Julius Baer
The private bank has recruited for its Zurich-based teams covering Iberia and the Middle East and Africa.
Executive Moves
09/20/2023
David Solo joins a board with many financial celebrities
David Solo is the new board member of The Singularity Group.
09/20/2023
David M. Solo joins The Singularity Group’s Board of Directors
Solo joins the Chairman of the Board of Directors and innovation investor Eric Sarasin, CEO and co-founder Evelyne Pflugi, and co-founder and Longevity investor Tobias Reichmuth.
09/20/2023
Dowgate Wealth buys BambuBlack asset management firm from BennBridge
Jane Andrews and Linda Wang Saitowitz will move across on 1 November
09/20/2023
Rothschild & Co hires former Goldman Sachs banker
As the boutique bank continues its recruiting drive in the oil-rich region, Rothschild & Co. has appointed former Goldman Sachs group executive Ibrahim Lamrini for Middle East projects.
09/20/2023
Edmond de Rothschild appoints Credit Suisse private banker
Ariane Bazin has been hired as a relationship manager and vice president at the private bank.
09/19/2023
Bank of Singapore Nabs Ex-UBS Legal Veteran
He will report to CEO Jason Moo and also join the private bank's management commitee as a member.
09/19/2023
HSBC hires US head of wealth and personal banking
Racquel Oden has been named head of wealth and personal banking at HSBC USA.
09/19/2023
HSBC's global chief information officer for wealth and private banking exits
Manoj Bhojwani has left the bank after over five years at the bank, overseeing its technology strategy.
09/19/2023
Fidelity Bank Gains Global Recognition with Remarkable H1’23 Performance
Fisch Asset Management has appointed Dr. Axel Potthof, a seasoned industry veteran, to its high-yield team. It is planned to further expand the product range in this area.
09/19/2023
Credit Suisse portfolio manager joins Rothschild & Co
Zurich-based Lilian Birrer, who previously worked for UBS, Migros Bank and Rahn + Bodmer, started her post this month.
09/18/2023
Goldman names head of wealth investment solutions for asset management
The unit Vora will head caters to affluent clients who fall under the ultra-high net worth and high-net worth categories, with personalized investment portfolios across both stocks and bonds.
09/18/2023
Broadridge Appoints Vice Chairman of Global Technology and Operations Business
Simpson brings over three decades of financial services experience to support the growth of Broadridge’s capital markets and wealth management business
09/18/2023
Citi Reshuffles Wealth Leadership in Asia
The two will functionally report to Andy Sieg, who will become Citi's head of wealth on September 27.
09/18/2023
RBC WM strengthens in Hong Kong and Singapore
RBC Wealth Management has hired Kenny Ng as team head in Hong Kong alongside three relationship managers in Singapore.
09/18/2023
Barclays Welcomes Asia Private Banking Head in Mumbai
Sandeep Das, head of private clients in India, will leave the bank to pursue another opportunity.
09/18/2023
EFG International opens a Financial Service Office and appoints Joseph Wolf as CEO in Israel
Joseph Wolf has been appointed as CEO of EFG Wealth Management (Israel) Ltd., reporting to Franco Polloni, Head of Switzerland & Italy Region of EFG.
09/18/2023
Van Lanschot Kempen IM adds two PMs to sustainable equity strategy
Huub van der Riet and Chong Peng join the Netherlands-based firm
09/18/2023
Former Richardson Wealth co-founder takes new role at US firm
Andrew Marsh will drive expansion of tech-focused firm aimed at wealthy clients of RIA firms
09/15/2023
Julius Baer announces appointment of Group Head Greater China
The move is part of Julius Baer's strategy to enhance its presence in the Greater China market and indicates the bank's focus on strengthening its team to support its business growth.