08/30/2021

Four-Person Advisor Team Joins UBS

Together, they will focus on serving the holistic wealth management needs of high-net-worth clients, executives and business owners in Santa Barbara, as well as other locations across the U.S.

08/26/2021

Baumann Banquiers Partner Leaves

From September, Baumann’s management will consist of Burkhardt and Chairman Daniel Rüedi. Preiswerk remains a «silent» partner.

08/25/2021

Fiduciary Trust boosts team

Taylor has nearly 20 years of experience working closely with ultra-high-net-worth families and providing them with sophisticated estate and wealth planning solutions.

08/25/2021

Digital wealth manage announces senior hires

The appointment comes on the heels of three other major hires from April to June 2021, which include head of new business Jack Prickett, head of finance Brice Derouet, and head of partnerships Laurens Koppelaar.