09/12/2023
UBP hires six-strong Credit Suisse wealth management team
Christian Boissonnard, Damien Bouvard, Jean-Charles Crouzet, Léopold Robert and David Lanzilao all join Union Bancaire Privée.
Executive Moves
09/11/2023
BNP Paribas Wealth Management Announces New CEO for Middle East Operations
He takes over from Masroor Batin, who stepped down at the end of August. Initially, Batin had considered transitioning to another role within the bank.
09/11/2023
Orion Taps AssetMark’s Natalie Wolfsen as New CEO
Wolfsen will take over CEO Eric Clarke's role in mid-October.
09/11/2023
We’ve appointed Mike Tan as new Global Head of Wealth Planning & Family Advisory
Mike’s appointment demonstrates the Bank’s commitment to enhance our wealth advisory proposition which complements our banking and wealth management offerings globally, and to bring a holistic advisory experience to our clients.
09/11/2023
Macquarie Asset Management expands private wealth capabilities with senior appointment
Henry joins Macquarie Asset Management after 12-years at Barings
09/11/2023
Julius Bär Gruppe : Baer strengthens its Italy & Ticino coverage with the appointment of a new Market Head Italy and new teams
Prior to that, he spent nine years at UBS covering the Turkish and Italian markets in Zurich and Lugano.
09/11/2023
Lombard Odier poaches five Credit Suisse investment specialists
Roxane Straub, Neil McDaniel, Kim Blaser, Philippe Carey and Clément Dumur have left Credit Suisse for Lombard Odier Group.
09/08/2023
Vontobel Wealth Management Appoints Director
Birri will be responsible for driving growth in Latin America.
09/08/2023
Northern Trust Asset Management Names New CIO of Global Asset Allocation
Anwiti Bahuguna Brings 25 Years of Industry Experience to Newly Created Position
09/08/2023
Brookfield Oaktree Wealth Solutions Hires Head of Nordics Region to Support Growing Demand for Alternatives
Brookfield Oaktree Wealth Solutions was formally launched in April 2021
09/08/2023
Cohen & Steers appoints head of wealth for Asia Pacific
Liyen Wee will be responsible for establishing and managing relationships with financial intermediaries in the region.
09/08/2023
MKC Wealth appoints former Quilter head as MD
In 2022, MKC Wealth announced the acquisition of Cheshire-based advisory firm Genuis Wealth Management.
09/08/2023
Michael Tae and Doug DeSchutter Appointed Co-Presidents of Broadridge’s Investor Communication Solutions Business
Bob Schifellite to become Chairman of Investor Communication Solutions
09/07/2023
NatWest appoints ex-Mastercard boss Rick Haythornthwaite as chair
Executive will lead search for new chief after Nigel Farage controversy
09/07/2023
Credit Suisse LatAm advisor joins rival Vontobel in director role
André Birri had been at Credit Suisse for five years and left during a period of significant turnover at the firm following its takeover by UBS.
09/07/2023
Rothschild & Co Zurich private bank boss to retire
The position will be filled by Andreas Feller, who joined the bank from Julius Baer last year.
09/07/2023
Nuveen poaches Morgan Stanley IM Swiss institutional head
The new recruit replaces Christian Leger who moved to Franklin Templeton.
09/07/2023
UBS Hires Ex-UniCredit Executive to Run Wealth Management in Italy
He will keep his role as head of wealth management for UBS Italy
09/06/2023
ABN AMRO intends to appoint Ferdinand Vaandrager as Chief Financial Officer
ABN AMRO will convene an Extraordinary General Meeting at the earliest possible time to introduce Ferdinand Vaandrager prior to his formal appointment.
09/06/2023
Cazenove Capital continues its regional expansion, appointing Richard Wood as Portfolio Director in Yorkshire
Richard Wood to join Cazenove Capital as Portfolio Director in Yorkshire, reflecting the company's continued focus on tailored wealth management services for clients across the region.