03/03/2023
Fieldpoint Private Adds Two Executives to Key Leadership Roles
Bank promotes industry veterans to Chief Banking Officer and Chief Innovation Officer
Executive Moves
03/03/2023
Craven Street Wealth snaps up London-based Bernard Barrett Associates
CSW managing director Tom Barnett said: “I am delighted to welcome the Bernard Barrett Associates clients and team to the Craven Street Wealth group at an exciting time for our growth plans in London.”
03/03/2023
MLL Legal appoints new Management Committee
It consists of Kilian Schärli , Samuel Ljubicic and Serge Calame.
03/03/2023
Andreas Schafer leaves the management of BEKB
In the last three years, Andreas Schafer has strengthened the synergies between the corporate and investment customer business in his department and successfully expanded the positioning in the core business areas.
03/03/2023
Two new directors for Delen Private Bank
The board of directors now consists of nine members.
03/03/2023
Four bond fund managers exit GAM
Managers Jack Flaherty, Casey Goldmann and Mark Pearce have left the company, while Swiss-based Christof Stegmann has retired.
03/03/2023
Credit Suisse yacht and aviation finance head exits
The responsibilities have been taken over by the bank’s head of real assets lending.
03/03/2023
Ex-Lombard Odier selector joins Geneva HF multi-manager
Hedge fund specialist who left as part of wider team disbandment has taken up a new role.
03/03/2023
Adam & Co adds pair amid brand relaunch
The pair have significant experience in the wealth management sector, with careers spanning 33 and 24 years respectively.
03/03/2023
Evercore Wealth Management Promotes Michael Kirkbride, Aldo Palles and Ross Saia to Partner
Michael, Aldo and Ross are strong contributors to our firm, always putting our clients first and demonstrating terrific teamwork,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A.
03/02/2023
Indosuez Loses Senior Banker in Singapore
She is believed to be joining a Singapore-based bank in a management role but the source did not further elaborate.
03/02/2023
UBS Hires $640 Million Advisor Team in Sarasota, FL
Together with their six-person team, Mariash Lowther Wealth Management, they manage nearly $640 million in client assets for ultra-high net worth individuals and families.
03/02/2023
Julius Baer announces hires in Geneva as it continues to drive business growth for Middle East & Africa
The new hires will report to Yvan Wicht
03/02/2023
Wout Kalis Joins Broadridge as Asia Pacific Head of Asset Management Solutions
He will oversee day-to-day operations and provide senior asset management leadership in the region.
03/02/2023
Ex-Swissquote Officer to Lead Arab Bank Switzerland Blockchain Tech Team
He will now utilize his digital assets experience in the new role at Arab Bank Switzerland, which joins other traditional financial institutions betting on growth in the blockchain industry.
03/02/2023
Northern Trust Appoints Beth Opperman Southwest and Rocky Mountain Regions President
She is joining a tenured team of leaders who are responsible for providing best-in-class investment management, trust, banking and advisory based solutions.
03/02/2023
The trio of women that CS couldn't keep up
These women are now all in top management – but no longer at the big bank.
03/02/2023
Stefan Mäder nominated as new president of the insurance association
Previously, he held various management positions in the financial industry.
03/02/2023
German private banker embarks on an adventure at Credit Suisse
In this position, he will be jointly responsible for overseeing and expanding the ultra-rich client (UHNWI) business in the northern neighboring country, according to an email on Thursday.
03/02/2023
Change of leadership in Personal & Business Banking at Credit Suisse (Switzerland) Ltd
Michael Sager, the current COO of P&BB, will take over the management of the business area on an interim basis.