09/22/2023
BBH Private Banking appoints head of family solutions
Tricia Levin has been hired by Brown Brothers Harriman & Co. as the head of family office solutions.
Executive Moves
09/22/2023
Iress Wealth appoints interim chief
In the role, she oversees the delivery of strategic, operational, and financial outcomes for the wealth business.
09/22/2023
Copernicus appoints experienced investment boss
As a member of the management team, she reports to CEO Marco Boldrin , as was further learned.
09/22/2023
Credit Suisse private banker joins Lombard Odier as managing director
Denis Gilliot’s previous roles included head of private banking for Switzerland at ING.
09/21/2023
BlackRock Miami offshore wealth sales head joins Compass in senior role
Joel Martinez had been at the asset management giant for 12 years.
09/21/2023
Impax recruits ex-Jupiter global head of product strategy
Revealed: Impax appoints Mark Bliss to a newly created role leading its global product development and design.
09/21/2023
Melissa Shilliday joins J.P. Morgan Private Bank
Melissa works with affluent clients including families with generational wealth and entrepreneurs who have sold their companies.
09/21/2023
List for reappointment of Board of Directors approved
The relevant documentation will be published in the coming days.
09/21/2023
Re-election of Swiss Takeover Board members
The ultimate supervision of the Takeover Board and the election of its members is the responsibility of FINMA’s Board of Directors.
09/21/2023
FINMA Executive Board: Johanna Preisig to leave FINMA
FINMA’s Board of Directors and Executive Board thank Johanna Preisig for her valuable contribution during her time at FINMA.
09/21/2023
Oliver Wyman appoints new bank manager
He has been working for the company since 2018 and the Swiss started his career in an international investment bank.
09/21/2023
Quilter appoints Chris Jones as Financial Adviser School academy director
As academy director, Jones will report to Amanda Cassidy, managing director of Quilter Financial Advisers, and will drive forward the evolution of the Financial Adviser School during its transition into an academy.
09/21/2023
Six hires global exchanges head
He is currently president of European markets at Nasdaq.
09/21/2023
HSBC AM finds UK credit solutions head in abrdn investment director
Richard Smith joins
09/21/2023
Rothschild & Co hires Andrew Yearley as Global Co-Head of Restructuring
Key senior hire strengthens and further enhances the firm’s Restructuring practice in North America.
09/21/2023
ABN AMRO intends to appoint Ton van Nimwegen as COO and member of the Executive Board
The appointment is subject to the formal approval of the European Central Bank.
09/21/2023
Six former Credit Suisse wealth managers join Julius Baer
The private bank has recruited for its Zurich-based teams covering Iberia and the Middle East and Africa.
09/20/2023
David Solo joins a board with many financial celebrities
David Solo is the new board member of The Singularity Group.
09/20/2023
David M. Solo joins The Singularity Group’s Board of Directors
Solo joins the Chairman of the Board of Directors and innovation investor Eric Sarasin, CEO and co-founder Evelyne Pflugi, and co-founder and Longevity investor Tobias Reichmuth.
09/20/2023
Dowgate Wealth buys BambuBlack asset management firm from BennBridge
Jane Andrews and Linda Wang Saitowitz will move across on 1 November