09/16/2021
Geneva private markets boutique hires investment director
He will develop investment strategies with the aim to launch mid-market funds early next year.
Executive Moves
09/16/2021
Newton sustainability boss to exit for JO Hambro Capital Management
Andrew will remain with Newton until mid-February 2022
09/16/2021
Six-person advisor team joins UBS Private Wealth Management
At UBS, they will concentrate on working with clients who have complex balance sheets, estate tax concerns and business succession needs.
09/15/2021
William Blair Expands Investment Banking Footprint to Denver With Addition of Managing Director
He joins William Blair with a career spanning more than 20 years, most recently serving as managing director at FT Partners.
09/15/2021
RGT Wealth Advisors Appoints Managing Director
Preceding that, she served as Of Counsel at Chamberlain Hrdlicka, Managing Director at National Advisors Trust Company and Manager at PricewaterhouseCoopers.
09/15/2021
AssetCo appoints new CEO
He will continue to be Deputy Chairman of the Company and will remain actively involved in the development and execution of the Company's strategy.
09/15/2021
Digital bank appoints CIO
Esty Dwek succeeds the bank’s first CIO, Charles-Henry Monchau, who left in August.
09/15/2021
Change in the management of Schaffhauser Kantonalbank
The board of directors appoints André Merz as his successor.
09/15/2021
Flowbank completes the tour and comes to Zurich
In a further step, the bank wants to expand beyond the national borders.
09/15/2021
JTC Private Office Appoints UK Head
With a reputation as a leader in the UK and international private client space, Nic has over 20 years’ experience of bringing broad and bespoke fiscal governance to High Net Worth individuals and families spanning the globe, with particular expertis
09/15/2021
Canaccord hires from Bordier & Cie for new national distribution role
David Muncaster becomes head of distribution, a new role created to support the firm’s growth.
09/15/2021
Deutsche Bank Wealth Management Hires Ex-DBS Duo
Deutsche Bank Wealth Management also hired Sachin Thussu as a director and senior investment advisor.
09/15/2021
Financial Advisor in Los Angeles Joins UBS Private Wealth Management
Dan brings extensive wealth planning experience to UBS and will help clients with wealth creation events, position management, and cross-asset lending
09/15/2021
Seven New Directors Join The Investment Association's Board
The appointees join the Board from a range of firms including some of the largest asset managers in the country
09/14/2021
BNY Mellon Appoints Global Head of Marketing & Communications
Her experience in creating client value and delivering results make her well-suited to lead our firm’s integrated marketing and communications through this historic time.
09/14/2021
Lioner Appoints Wealth Veteran as Partner
Previously, he was also a team leader for private client services at Mercer and the North Asia head of fiduciary and trust services at Standard Chartered Private Bank.
09/14/2021
Tilney Smith & Williamson hires two from Quilter Cheviot
Crawford Armstrong and Mark Johnson joined the firm to focus on business development in Scotland and the South of England respectively.
09/14/2021
Julius Baer announces new organisational structure for market Switzerland
Gilles Stuck has been with Julius Baer since 2018, when he joined the Bank as Head of Structured Finance.
09/14/2021
More Changes at Credit Suisse's Brazilian Arm
Formerly Brazil's top central banker, Goldfajn joined Credit Suisse two years ago to underpin its investment banking ambitions.
09/14/2021
Goldman Sachs appoints Coleman as new CFO, replacing Scherr
The CFO role did not have much cachet on Wall Street until the 2008 financial crisis, when those executives were explaining the mortgage meltdown and investment losses to shareholders.