05/03/2023
One Four Nine Group's Katherine Harvey Appointed President
In this role, Katherine works closely with other senior leadership on core areas of business strategy, risk control, finance, and marketing.
Executive Moves
05/03/2023
Bank Linth CEO departs amid LLB restructure
David Sarasin will leave at the end of the year in a surprise move, ending his 20-year career at the company.
05/03/2023
Ex-Credit Suisse NRI duo move to EFG amid UBS merger
Two non-resident Indian bankers, Chandan Gupta and Sanjeev Sharma, have moved from Credit Suisse to EFG to cover this market from Switzerland.
05/03/2023
GKB announces new heads for private banking and business clients
Graubündner Kantonalbank (GKB) has promoted two of its employees to central functions.
05/03/2023
Tyndall hires investment manager from Investec
James Bowes-Lyon joins the boutique’s private client team
05/03/2023
Rothschild & Co appoints Marie Quintero-Johnson as Senior Adviser
Senior appointment reinforces the global capability of the Consumer and Retail franchise of its Global Advisory business.
05/02/2023
Lombard Odier Bags a New CIO From Credit Suisse
Strobaek will head the Global Investment Solutions department and chair the Private Clients Investment Committee.
05/02/2023
Julius Baer Nabs Ex-UBS Banker for Southeast Asia
Pacheco has more than 25 years of wealth management experience, particularly in investment advisory.
05/02/2023
Deutsche Bank Nets Ex-CS FIG Banker
Thursby marks yet another Credit Suisse investment banker joining Deutsche Bank in the midst of the former’s ongoing integration with UBS following a takeover.
05/02/2023
CBAM hires another Investec leaver as investment director
Close Brothers Asset Management has appointed Ed Mawle as investment director.
05/02/2023
UBP hires five relationship managers
The hires include Andrew Chin as head of north Asia.
05/02/2023
Geneva wealth manager announces new CFO
Octogone Group has appointed François Auditore as its new CFO in Geneva and hired three new portfolio managers for other offices.
05/02/2023
Morningstar Hires Ex-MSCI Executive
In the role, Carot will be responsible for driving the company's ESG initiatives and business growth in the region.
05/02/2023
Another Top Executive Leaves Credit Suisse
Throughout subsequent Credit Suisse reorganizations, he relinquished the post to Francesco De Ferrari and assumed his current role which he will leave at the end of May.
05/02/2023
LGT adds manager to bespoke model portfolio team
The service currently has more than £3bn in assets
05/02/2023
UBP Hong Kong appoints new relationship managers
In this position, Chin will lead a dynamic team of relationship managers to expand the bank’s North Asia client coverage.
05/01/2023
Mason Stevens appoints Citi Securities Services to provide custody and funds administration services
This appointment comes at a significant time for Mason Stevens as it looks to expand its wealth platform offering to deliver premium wealth management solutions.
05/01/2023
Coldstream Wealth Management Enhances Leadership Team with Addition of Matt Sonnen As Chief Operating Officer
Successful RIA Consultant and Veteran Operations Executive will Focus on Supporting Firm's Strategic Growth Initiatives and Scaling its Business
05/01/2023
Former UBS Wealth Co-Head Tom Naratil Returning to Oversee Credit Suisse Integration
Naratil will become the group’s chief financial officer and lead the integration division that will oversee the Credit Suisse merger, the newspaper said, citing people it didn’t identify.
04/28/2023
Investment duo complete Wealth Manager Buyout
Experienced wealth management and investment professionals Derek Gawne and Lizz Ewart have acquired Charteris Asset Management