04/05/2022
SEI Announces Appointment of Ryan Hicke as Next CEO
Chairman and Founder Alfred P. West, Jr. to Become Executive Chairman
Executive Moves
04/05/2022
Credit Suisse Manager Steps Aside After 40 Years
Taeschler who has been with the bank since 1982, will support the global head HR advisor along with the CEO of Credit Suisse’s Swiss Bank in Switzerland as a senior advisor commencing some time around the middle of the year.
04/05/2022
Forum Finance appoints two new partners
These promotions are in line with the corporate governance put in place many years ago
04/04/2022
Joins Standard Chartered Hong Kong appoints Head of Wealth Management
He will report to Lay Choo Ong and Marc Van de Walle.
04/04/2022
Citi Appoints Top Australasian Investment Bankers
In his new role, Osmond will be responsible for providing advice to Citi’s clients on complex transactions and supporting the BCMA leadership team in Australia and New Zealand.
04/04/2022
BNP Paribas Hires Ex-Pictet Greater China Banker
Chung reports directly to North Asia head and Hong Kong chief executive Michael Yong-Haron and locally to head of Singapore and Southeast Asia David Lim.
04/04/2022
Rothschild & Co appoints Head of Private Client Wealth Solutions in UK Wealth Management business
David has over 35 years’ experience of advising wealthy individuals, family offices and financial institutions.
04/01/2022
Centura Wealth Advisory Nabs Wealth Management Leader
San Diego based wealth management firm welcomes Chris Osmond, CFA, CAIA®, CFP® as their new Partner & Chief Investment Officer
04/01/2022
Citi appoints head of retail bank and wealth management
Prior to Oakhill’s appointment, Richard Wilde was the acting head of Citi Australia’s retail bank and wealth management function and he had now returned to his role as head of digital, delivery and client experience.
04/01/2022
UBS Switzerland loses top IT man to consulting firm
The IT professional, who has more than two decades of experience in the profession
04/01/2022
Sébastien Collado appointed Chairman of the Management Board of BCGE (France) SA
With more than 20 years of practice in the banking sector, including 13 years spent with the parent company in Geneva, Sébastien Collado has developed cutting-edge professional skills in the areas of corporate financing and immovable.
03/31/2022
Cantonal bank hires PB COO as executive board member
Bächi has joined the firm from Ihag Privatbank, where he was COO for over three years.
03/31/2022
Feri Switzerland announces new chair and expansion plans
Previous Switzerland chair Antje Biber will now focus entirely on the Feri SDG Office, which was founded in 2019.
03/31/2022
Bantleon further strengthens portfolio management team
He is responsible for trading equities, ETFs, ETDs and OTC
03/31/2022
Mirabaud Bolsters Wealth Management Capabilities With A New CEO For Mirabaud Middle East LTD
He joined the Mirabaud Group in February 2022
03/31/2022
Global Fintech leader appointments President of Asset Management Solutions business
Mike brings to Broadridge extensive experience in driving business transformation and growth through innovation and a client-centric approach.
03/30/2022
Cresset Hires Trio of Wealth Advisors
Chris Georgopoulos, Thomas McKeown, and Beth Kytle Chandler join Cresset's West Palm Beach, Chicago, and Atlanta offices
03/30/2022
SGKB recruits senior private bankers for Germany
SGKB Germany’s new board was announced last year.
03/30/2022
Fernando Vallada appointed CEO of Julius Baer Family Office in Brazil
This management change will pave the way to meet Julius Baer's ambitious growth targets for Brazil and to create a more dynamic Julius Baer franchise in the country under one leadership.
03/30/2022
BNY Mellon Wealth Management Names Senior Client Strategist
He joins BNY Mellon Wealth Management from Fidelity Family Office Services, where he served as vice president, business development.