10/28/2020
Loupee, the team’s managing director, spent the first 32 years of his career at Merrill Lynch, while Graziani, senior vice president, joined the industry with Merrill in 1995, according to records.
10/27/2020
Cindy Eicher most recently headed the wealth management activities of JP Morgan (Switzerland) in Zurich.
10/27/2020
Quilter Cheviot appoints new head of office
Simon will lead the well-established team of six investment managers, who work closely with an extensive network of financial adviser firms in the city and across the region.
10/27/2020
Polar Capital appoints sustainability head
Alexander ‘Zandy’ Macdonald, who previously worked in the firm’s client services team, has been promoted to fill the newly created role.
10/27/2020
Derek Gawne joins Raymond James, Water Street duo boosting the firm’s Liverpool offering
Bringing with him over 30 years of experience in investment management, Derek has witnessed the highs and lows of the industry, making him well-placed to assist clients in navigating these unusual times.
10/27/2020
Citizens Names Ryan Parker to Lead Wealth Management Business
Accomplished Executive to Further Accelerate Advice-focused Strategy
10/27/2020
Qatar-Owned Quintet Builds Family Office Unit With Key Hires
Quintet plans to attract clients by offering investments in pre-IPO companies in the technology and healthcare sectors, setting the mid-sized bank apart from larger peers that only offer those services a narrower range of super-rich clients, he said.
10/27/2020
New heads of propositions and compliance named
10/27/2020
Cambridge Associates adds to Private Client Practice
Family Enterprise Solutions to support family office strategy, structure and governance
10/26/2020
Several other top executives
10/26/2020
Cantonal bank PB head leaves
Lorenz Keller will take on the role on 2 November 2020 as interim successor while the board of directors looks for a replacement.
10/26/2020
Rockefeller Capital Management Continues Growth with Chicago Expansion
Chicago-based CM Private Wealth Marks 25th team to Join in 2020
10/26/2020
Quintet named Market Head For Switzerland
He previously worked at Credit Suisse and UBS.
10/26/2020
Corestone axes half its staff in restructuring, including Hinrichs
Two of the analysts are Urs Widmer and Sandro Calouri.
10/26/2020
Meanwhile, the new job signals a return Down Under for Magowan, who was working in the United Kingdom as head of advisory solutions for European private bank Julius Baer.
10/23/2020
It is not yet known who is taking over his role as global head of private banking.
10/23/2020
The chief information officer role applies to all regulated firms, except credit unions, and will apply where the RFSP has a high or medium high prudential impact risk, or where IT is a key enabler or core element of the firm’s business model.
10/23/2020
Several other top executives includung legal chief Sibil Melliger and security head Nagib Aouini also left in recent months.
10/23/2020
Marie will bring a depth of industry experience and dynamic vision to the IA board and I look forward to her insight and leadership.
10/23/2020
They will be expected to have an existing portfolio of high-net-worth clients.