02/10/2022
Bäch IAM hires Vontobel Swiss Wealth Advisers founding partner
Alpen Partners International is an independent asset manager with offices in Bäch/ Wollerau, Zurich, Geneva and Ticino.
Executive Moves
02/10/2022
Ex-UBS Manager Heads To Copenhagen
Since being appointed Chairman in 2018, Karsten Dybvad has made extensive changes to Danske Bank, including setting a new management team led by CEO Carsten Egeriis and strengthening governance and customer focus, enabling the management to focus on Dansk
02/10/2022
Wilmington Trust boosts wealth team
Chabora holds a bachelor's degree in economics from Douglass College—Rutgers
02/10/2022
Veteran U.S.-based lawyer joins CI Financial
Veteran U.S.-based lawyer brings 35 years of banking and business law experience
02/10/2022
Wealth Management Software & Infrastructure Leader Appoints CEO
WealthTech Veteran to Focus on Accelerating Next Phase of Growth and Empowering Financial Advisors and Enterprises with Next-Gen Wealth Data, Insights and Portfolio Management
02/09/2022
Barclays appoints Head of Corporate Banking, Asia Pacific and Middle East
He will be responsible for managing and developing the Corporate Banking business, expanding and strengthening client relationships in Asia Pacific and Middle East.
02/09/2022
BNP Paribas AM announces senior appointments
He will be responsible for further developing BNPP AM’s global franchise across European markets, to support the growth strategy of the business.
02/09/2022
BNY Mellon Wealth Management Expands Seattle Office with Two New Hires
They are both based in Seattle.
02/09/2022
Raffles Family Office Hires Deputy Chief
The newly created role is part of broader plans to expand the multi-family office's C-suite team to «sustain growth trajectory and explore new service offerings
02/09/2022
HSBC appoints new Head of Wealth and Personal Banking for Channel Islands and Isle of Man
Previously Chief Operating Officer (COO) for HSBC in the UK, Emma, who will be based in Jersey, will also join the bank’s Executive Committee in the islands as well as the Europe, Middle East and Africa (EMEA) WPB Executive Committee.
02/08/2022
Pictet Hires Former UBS Philanthropy Advisor
Based in Hong Kong, Gao reports locally to Hong Kong branch chief executive Alex Ng and functionally to Geneva-based global head of philanthropy services Christoph Courth.
02/08/2022
iM Global Partner expands in EMEA
Simon joins iM Global Partner from Swiss Rock Asset Management, where he was head of sales and client relations.
02/08/2022
Brewin Dolphin’s Edinburgh office grows team with new hire
His appointment further enhances the Edinburgh office’s investment management and financial planning capabilities.
02/08/2022
FWA appointments first President
She added that she looks forward to supporting the Alliance’s client-centric members and continuing to promote the company’s core value of Placing Families First.
02/08/2022
Deutsche Bank Eyes Florida Expansion
He will move to Miami from New York City as part of his new role
02/08/2022
GAM partners with asset manager
Plans to provide clients with access to privately-owned, late stage, high growth innovation companies.
02/08/2022
Ex-BNP Paribas WM joins Zwei Wealth
He takes over the management of customer mandates and is involved as a partner in the expansion of ZWEI Wealth in western Switzerland.
02/08/2022
J Safra Sarasin hires institutional and wholesale distribution head for Spain
She worked for Cortefiel Group (Tendam) as Head of Investor Relations, and in the private banking of Morgan Stanley SV SA in Spain.
02/08/2022
UBP Creates New Advisory Solutions Unit in Asia
The newly created advisory solutions team will sit under the investment services unit in Asia.
02/08/2022
Titan Wealth appoints Group Head of Sales
He will be responsible for managing all business origination and commercial proposition development across the full range of Titan Wealth’s businesses