08/25/2023
UBP gets new managing director from Credit Suisse as part of double hire
Relationship managers Nicolas Kaufmann and David Lanzilao have left Credit Suisse to take up new posts at the Geneva-headquartered bank.
08/25/2023
Relationship managers Nicolas Kaufmann and David Lanzilao have left Credit Suisse to take up new posts at the Geneva-headquartered bank.
08/25/2023
13-year career
08/25/2023
Hart Woodson
08/24/2023
David Canter will transition to a senior strategic advisor role, while Bluespring conducts a search for a new president.
08/24/2023
Both Vinay and Ganashyam have a rich history at Centrum Wealth Management, where they helmed the business for over a decade.
08/24/2023
Three former Asia-based HR executives from Credit Suisse have resurfaced
08/24/2023
Roland Perruchoud joins as a senior wealth manager and deputy director in Geneva.
08/24/2023
The new team is part of broader plans to grow the onshore business, including assets under management to $3 billion by the end of 2024.
08/24/2023
Maria is also Chartered through the Chartered Alternative Investment Analyst Association (CAIA).
08/24/2023
As a result, Alexandra Altinger, chief executive of JOHCM, will leave the business at the end of August.
08/24/2023
In her new role, Magda will manage a team administering complex multi-jurisdictional structures for a range of high and ultra-high net worth international families.
08/24/2023
He is stepping away from advising
08/23/2023
Appointment of three new independent non-executive directors
08/23/2023
He was most recently working at Credit Suisse as its Southeast Asia COO as well as Singapore branch manager and head of wealth management.
08/23/2023
He would move on to the wealth management arm in 2015 as head of operations for Canada before becoming the Asia CEO in 2019.
08/23/2023
He joins the Geneva-based bank from Credit Suisse, to replace longtime CEO Blaise Goetschin, BCGE announced Tuesday evening.
08/23/2023
Marcel Lüchinger is stepping down as CEO of Neue Bank with immediate effect.
08/23/2023
The former CIO intends to pursue a master’s degree in AI and investment strategy.
08/23/2023
This will affect the traditional core business with equity and bond funds, as well as back office jobs.
08/22/2023
Vontobel acquired the business of UBS Swiss Financial Advisers in December 2021, and specializes in the Swiss business with the offshore assets of US citizens.