12/22/2022
Kingswood U.S. Adds More Than $943 million in 2022 in Total Client Assets with Recruitment of 21 Financial Advisors
Industry Leading Alts Platform and Access to Technology Solutions Driver of Affiliation
Executive Moves
12/22/2022
Beckenbauer ambassador at the helm of CS spin-off
The banking veteran once played an important role at Credit Suisse.
12/22/2022
Neuchâtel IAM obtains Finma licence and recruits UBS relationship manager
Boccard & Partenaires’ three directors are Louis-Philippe Müller, Julien Müller and Cédric Abplanalp.
12/22/2022
JP Morgan Indian trust shifts management team
Rajendra Nair steps back
12/22/2022
Barclays Private Bank recruits Lauren Harzo as Director
Her career began in 2008 in an audit role with Grant Thornton, and she went on to work for almost seven years with Barclays Wealth and Investment Management.
12/22/2022
Walker Crips hires Top 30 star as investment strategy head
Shane Bennett, who featured in Citywire Wealth Manager's 2017 and 2018 studies into rising talent, joins Walker Crips after around a decade with Cathedral Financial Management.
12/22/2022
HSBC strengthens Singapore private bank
Caroline Bong was most recently senior director and head of credit structuring for Singapore at Indosuez Wealth Management."
12/21/2022
Top UBS Banker Departing
Joe Stadler is leaving UBS at the end of 2023 for retirement
12/21/2022
Appointment of senior regional officers within Crédit Agricole CIB
All three report to Xavier Musca, Chief Executive Officer of Crédit Agricole CIB.
12/21/2022
Appointment of Bertrand Cozzarolo as Head of Societe Generale Private Banking
He will replace Patrick Folléa, who has decided to exercise his right to retirement, and to pursue new challenges outside the banking industry.
12/21/2022
Altum Group Appoints Chief Risk Officer.
John brings with him a wealth of experience, having spent more than 20 years in the financial services sector.
12/21/2022
Titan Wealth expands sales team with two hires
These appointments come at a time of exceptional growth for the business.
12/20/2022
Credit Suisse Announces New Group Treasurer
His most recent role at the latter was global head of group asset and liability management.
12/20/2022
Pictet appoints Verena Gross as Pictet Wealth Management’s Head of Zone Swiss-German Market
The appointment will take effect on 1 July, when Victor Aerni, currently Head of Zone Swiss-German Market, takes up his new role as CEO of Pictet Wealth Management in Asia.
12/20/2022
SEI Names New Head of Asset Management Distribution in Canada
She previously served as Director of Business Development for SEI Asset Management Distribution, and prior to joining SEI, Gill held roles at BMO Nesbitt Burns.
12/20/2022
Stéphanie Maarek has been appointed Head of Compliance of BNP Paribas
Stéphanie Maarek, Chief Conduct and Control Officer for Global Markets and CIB since 2017, will succeed Nathalie Hartmann, Head of Compliance and member of the Group’s Executive Committee since 2017.
12/20/2022
Financial Advisor Garth Allan joins UBS in Newport Beach
Garth joins UBS from Wells Fargo where he served as a Financial Advisor in Orange County for more than 11 years.
12/20/2022
Dr Yvonne Wicki Macus and Dr René Cotting to be proposed for election to the Board of Directors
The Board of Directors of Helvetia will propose Dr Yvonne Wicki Macus and Dr René Cotting for election to the Board of Directors.
12/20/2022
Zwei Wealth hires UBS veteran to develop family office business
Daniel Hug is a wealth officer and handles client mandates.
12/20/2022
Ariane Riedi Wirth new member of the Executive Board
When she takes up her post on March 1, 2023, she will also assume responsibility for important departments such as the Risk Office Products & Digitization, Marketing, and Human Resources & Training.