08/08/2023
Cité Gestion Bolsters Team with Two High-Profile Hires Amidst Swiss Banking Changes
On the other hand, Nicola Presa brings over a quarter-century of experience in the banking sector to the table.
Executive Moves
08/08/2023
UBS Names Leadership Team for Global Banking Division
The new reshuffle comes as the Swiss bank implements a first round of job cuts for the combined lender, a consequence of the emergency acquisition of Credit Suisse in March.
08/08/2023
GSAM’s Head of Global Pensions Departs for Principal Asset Management
Michael Goosay’s decision to leave follows a number of other departures from Goldman Sachs.
08/08/2023
Vontobel Asset Management Appoints Korea Head
In the role, he will be responsible for managing relationship with investors in the country.
08/08/2023
Daniel Jaffe joins HIGHVERN Group
He has held roles in investment banking and the global corporate private capital space, most recently acting as Group Managing Director for an international administration services company.
08/07/2023
Mirabaud Wealth appoints managing director in UK push
Joe Knight joins the Switzerland-headquartered group as one of two key hires from UBS as it seeks to strengthen its foothold in the UK market.
08/07/2023
Tenet appoints interim CFO in leadership restructure
Judith Worthy takes the role after the departure of former CEO Mark Scanlon and CFO Martin Tyler in May following a business-wide review.
08/07/2023
New Head of Compliance for Canaccord Genuity Wealth International
She has worked at Canaccord in the Isle of Man for six years and is co-lead of the Canaccord Genuity Working Family Network.
08/07/2023
Rothschild & Co hires Alex Mironov and Matthew O’Donnell as Managing Directors in North America
Senior hires bolster the firm’s Healthcare team in the Northeast region of the United States
08/04/2023
Ex-JPMorgan Executive Garcia Joins Azura in US Wealth Push
Jerry Garcia previously helped lead JPMorgan’s private bank for Latin America.
08/04/2023
Wealth adviser joins Grinnell Wealth Management
She enjoys digging deep into the complexities that small businesses face such as retirement plans, tax-efficient strategies, and succession planning.
08/04/2023
Co-founder of recently closed Parisian boutique joins Exane AM
Cyril Bertrand arrives at the French firm following the winding up of Phileas Asset Management last month.
08/04/2023
Fidelity veteran retires after 21 years, leaving €1.4bn fund
Finance and banking equity stalwart Sotiris Boutsis steps away after two decades with the firm, Citywire Selector has learned.
08/04/2023
Stifel adds new flagship offices and $673M AUM with three advisory teams
The firm's new additions boost its total assets under management to more than $6.5B.
08/03/2023
EFG Nets Bankers From Credit Suisse, Haitong
All three previously worked at Credit Suisse with Cheung last serving as a Greater China market team leader.
08/03/2023
Alice De Lamaze Departs from Pictet Asset Management; Marien-Baptiste Pouyat Steps In
Marien-Baptiste Pouyat has assumed the role of lead manager for the Pictet-Human fund, replacing De Lamaze
08/03/2023
Iress expands Wealth team with Chief Customer Officer and Chief Operating Officer
Prior to joining Iress, Ms Willmer held leadership roles at BT Financial Group, as well as within a number of advice practices.
08/03/2023
Aviva Investors hires head of UK global wealth from HSBC AM
Smera Ashraf will be working with intermediaries, DFMs and financial institutions
08/03/2023
Nomura to hire over 40 private bankers in Asia, Middle East - senior exec
The business currently employs 91 private bankers in Singapore, Hong Kong and Dubai to serve affluent clients in Greater China, Southeast Asia and the Middle East
08/03/2023
Senior Associate Lawyer Announcement: Lionel Patrick Serex, Esq., LL.M., MBA joins LINDEMANNLAW
Your LINDEMANNLAW law firm in Zurich continues to strengthen its team with judicial and regulatory senior experience.