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Executive Moves

10/12/2023

Raffles Family Office steps up China expansion

Kevin King named managing director, head of Greater China

10/12/2023

Odey AM's Geoffrey Marson and Odey Opportunity fund move to Canaccord Genuity

Several other transfers confirmed

10/11/2023

Thomas Nonnweiler Joins Fiduciary Trust Company as a VP and Investment Officer

As an Investment Officer, Nonnweiler will work closely with individuals and families to develop, implement, and oversee customized investment and wealth planning solutions designed to meet their unique long-term goals.

10/11/2023

LGT Poaches Iberia Team From UBS

From Zurich, the quartet previously worked for the Spain desk of Switzerland's largest bank for several years.

10/11/2023

CS regional boss steps down – Central Switzerland becomes a hotspot

It goes on to say that he successfully helped develop the Entrepreneurs & Executives (E&E) department at CS. Kutschera started at the major bank in Lucerne in 2003.

10/11/2023

Apollon Wealth Management Bolsters Sarasota Office with Key Appointments

Wesley Davis and Jeff Wood join Apollon’s Adi Dassler International Family Office

10/10/2023

UBP spilts with managing director after 10 months

UBP confirmed that Vikram Gopalakrishnan, who joined in January, no longer works at the company.

10/10/2023

Leo Wealth hires JP Morgan PB investment specialist

The global wealth manager has bolstered its Singapore office, which opened earlier this year after the acquisition of Jachin Capital.

10/10/2023

RBC Wealth adds $630M teams from Morgan Stanley, Wells Fargo

The firm has added advisors in New York, Pennsylvania and Minnesota.

10/10/2023

UBP taps Wellington Management for EMEA wholesale boss

Christian Betzel joins

10/09/2023

Matt Burton joins UBS Wealth Management in Indianapolis

Prior to joining UBS, he worked as a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management.

10/09/2023

Singapore's most alluring family office is hiring traders

Its latest recruits include Akihiro Konishi, a former macro trader at Garda Capital Partners.

10/09/2023

T. Rowe Price Names Distribution Executive in Singapore

Based in Singapore

10/09/2023

Edmond de Rothschild asset management strengthens its presence in the Middle East

She aims at providing access to a wide range of conviction-driven Asset Management expertise with an emphasis on Private Markets

10/09/2023

Julius Baer announces changes to Executive Board

The changes in structure and leadership are designed to enhance the delivery of its targets for the 2023–2025 strategic cycle and beyond.

10/09/2023

Welcoming ZEDRA’s New Group Head of Marketing & Client Experience 

In her new role, she will be responsible for developing and executing marketing plans that align with ZEDRA’s growth objectives.

10/09/2023

Julius Baer Reshuffles Management With Some Help From UBS

The reorganization makes changes to the regional structure of the group, creates a dedicated area of responsibility for customer experience, and strengthens the importance of employee management and culture.

10/09/2023

GAM appoints Flavio Cereda as Co-Investment Manager for Luxury Brands strategy

Prior to joining GAM, Flavio had been Head of Luxury Goods Research at Jefferies International since 2017.

10/06/2023

Lombard Odier EAM relationship manager joins EFG

Marc Thiémard has joined EFG International in Geneva.

10/06/2023

Annemarie Nussbaumer appointed to the FINMA Executive Board

Prior to joining FINMA, Annemarie Nussbaumer worked as a lawyer for several years.

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