10/02/2020
GAM appoints new Group Head of Human Resources
Debbie holds a BA in Politics, Philosophy and Economics from Oxford University.
Executive Moves
10/02/2020
UBS Hires Mega JPMorgan Bank Team, JPM Securities Lures 40-Year UBS Advisor
The team, which oversaw more than $6 billion of client assets, is expected to join UBS’s private wealth management division aimed at ultrarich clients later this year.
10/02/2020
New Head of Private Client at Spire
He will take over from Alisdair Liddle, who has been head of department at Spire for seven years.
10/02/2020
Former Credit Suisse PM resurfaces at Swiss boutique
Absolute return specialist takes new post overseeing long/short multi-asset at wealth manager.
10/02/2020
Zwei Wealth launches Romandy subsidiary and plans hires
‘Geneva as a financial center and western Switzerland as a region form an important pillar for the expansion of ZWEI Wealth,’ said Patrick Müller, the CEO of ZWEI Wealth.
10/02/2020
Liontrust overhauls fund range and sells Asia Income team
Liontrust will gain up to £2m in cash, payable over five years, for the deal.
10/02/2020
Swiss Robo Adviser Steps Up Expansion
The six-year-old fintech is tasking Jean-Daniel Debons, also an ex-UBS private banker, with a hiring push, regional expansion, and strategic development.
10/02/2020
EY Switzerland: President retires
Now he is announcing his retirement, according to a media release from EY Switzerland on Friday.
10/02/2020
UBS appoints new North West boss in regional growth drive
UBS Wealth Management has appointed a new North West boss and hired a director for its Manchester office
10/01/2020
ZEDRA appoints Kiki Stannard to lead London global expansion services as the acquisition of Fitzgerald & Law completes.
Kiki joined Fitzgerald & Law as a Partner in 2013 and will take up her new role on 1 October 2020.
10/01/2020
Eric A. Stein, CFA, Appointed Chief Investment Officer, Fixed Income, of Eaton Vance Management
Mr. Stein will report to Thomas E. Faust Jr., Chairman and Chief Executive Officer of Eaton Vance.
10/01/2020
Butterfield expands compliance team
These appointments reflect Butterfield’s continued expansion within the Channel Islands and its commitment to growing an experienced team of compliance professionals.
10/01/2020
RBC Hires Three Wirehouse Advisors With Collective $292M In AUM
RBC Wealth Management has $414 billion in total client assets with more than 2,000 financial advisors operating in 179 locations in 42 states.
10/01/2020
Goldman Sachs names new asset and wealth management heads
The Wall Street bank has streamlined operations to include four units, namely investment banking, trading, asset management, and consumer banking and wealth management.
10/01/2020
Dynasty Financial Partners Welcomes Wealth Industry Veteran
Addition of D’Agostino Strengthens Dynasty’s Rapidly Expanding Wealth Management Platform
10/01/2020
CS names French-speaking Switzerland head
He will succeed Michael Willimann on 1 December.
10/01/2020
Boutique hires ex-Robeco PE CEO and PMs to launch climate infrastructure fund
The company achieved its first UN PRI rating this year, and has a CHF 300m rail transport strategy which was launched in 2015.
10/01/2020
Bank Alpinum’s new PB head comes from LGT
Bank Alpinum’s strategy focuses on specialised wealth management services and digital services for private clients
10/01/2020
Standard Chartered boosts board
Maria brings a wealth of CEO, banking, commercial, financial and international experience to the Board.
10/01/2020
Standard Chartered Names Management Team for New Unit
Standard Chartered Bank on Thursday named its FSS management team, who will support Singapore-based co-heads Margaret Harwood-Jones and Emmanuel Ramambason.