09/27/2023
Fidelity hires multi-asset veteran Sheikh as head of team retires
Fund house announces changes within multi-asset operations, with Eugene Philalithis set to step down next year.
Executive Moves
09/26/2023
LPL Financial Welcomes Wealth Management and Legacy Planning Group
The team reported having served approximately $260 million in advisory, brokerage and retirement plan assets*, and joins LPL from Corebridge Financial, formerly Valic, part of AIG.
09/26/2023
The Cantonal Council has elected the Bank Council and the Bank Presidium of the Zürcher Kantonalbank for the new legislature
The composition of the Bank Council is based on the parliamentary group strengths in the cantonal parliament.
09/26/2023
Private Banks Refocus Leadership Strategies on South and Southeast Asia
In the private banking sector, there is a clear trend of redirecting leadership focus towards South and Southeast Asia.
09/26/2023
WRISE Nets Ex-BoS, CS Executives
The two will both report to chairman Derrick Tan.
09/26/2023
SocGen PB Switzerland replaces private banking head
Internal candidate Benoît Teutsch takes over from the departing David Saliné at the bank.
09/26/2023
Geneva WM poaches senior Credit Suisse relationship manager
Florian Brunner joined GVA Associés this September.
09/26/2023
BIL Switzerland brings in a senior CS manager for Investment Solutions
The investment specialist has more than 20 years of experience in the areas of private banking and wealth management products and solutions.
09/26/2023
Flossbach von Storch initiates generational change
The approval of the supervisory authorities has already been received.
09/26/2023
WRISE Group Appoints Group COO and Group Head of Risk & Compliance to Strengthen Commitment to Core Business Fundamentals
Appointments of Helen Lam and Gaven Koh will bolster the Group's operational excellence and regulatory compliance initiatives
09/26/2023
Mediobanca appoints deputy general manager before 2024 push
He will also work alongside Duccio Marconi
09/26/2023
Canaccord Genuity WM hires Rathbones London director
David Blake joins Canaccord after eight years with Rathbones.
09/25/2023
Credit Suisse AM investment strategy head joins Geneva boutique
Alexandre Bouchardy and Tarik Garidi have moved to Weisshorn Asset Management in Geneva.
09/25/2023
Lombard Odier appoints centralised advisory head
Selina Keshavji will be replacing Jerome Leclere as head of centralised advisory at Lombard Odier.
09/25/2023
IAM hires former BNP Paribas adviser
Alpen Partners featured in Citywire Switzerland’s Top 50 Independent Asset Managers 2023.
09/25/2023
ZKB: Three new bank council members
They will take office next January.
09/25/2023
Schroders Capital Expands Private Equity Capabilities in Singapore
She will work closely with David Bajada, Investment Director for Private Equity at Schroders Capital, as well as the broader Asian private equity team.
09/25/2023
Anna Zakrzewski named Group Chief Operating Officer at Quintet Private Bank
Experienced international wealth management specialist to join private banking group’s leadership team amidst growth drive
09/22/2023
UBS hires five-person advisor team in Greenwich, CT
They join the UBS Soundview Wealth Management Market, led by Mara Glassel, and will be based in the firm’s Greenwich, CT office, managed by Erin McDonald.
09/22/2023
Investec appoints directors to board of UK wealth management giant
The deal was first announced in April, and involves an all-share combination of Investec Wealth & Investment UK and Rathbones, that leaves Investec holding 41.25% in the enlarged Rathbones business.