10/01/2020
Vontobel appoints Head of Fixed Income Boutique
This appointment exemplifies our commitment to hiring top talent and developing our investment capabilities.
Executive Moves
10/01/2020
Willis Towers Watson Switzerland: Change in leadership after 23 years
Wildner has been with us for 15 years
09/30/2020
MDR Mayfair Group announces changes to senior management team
Lisa Zeitlin has been promoted to the MDR Mayfair board as an executive director.
09/30/2020
Brown Shipley head of direct equities departs after two years
Amrendra Sinha is leaving the private bank for personal reasons.
09/30/2020
Goldman Sachs streamlines asset, consumer, wealth management units
The private wealth and consumer businesses will be combined into a unit led by Tucker York and Stephanie Cohen.
09/30/2020
Goldman reshuffles ranks to name Cohen head of asset management and consumer banking
Goldman Sachs Chief Strategy Officer Stephanie Cohen will run its consumer and wealth management division as part of a series of fresh changes at the US bank
09/30/2020
UniCredit announces new leadership in Group Wealth Management & Private Banking
Mirko will continue to serve on the Group Executive Management Committee (EMC), while Co-CFO Stefano Porro assumes sole responsibility for the CFO function reporting to Wouter Devriendt, Head of Group Finance & Controls.
09/30/2020
Wealth management firm announces changes to the board
These changes represent a natural step in the firm’s evolution
09/30/2020
BNY Mellon Wealth Management Names Head of Client Strategy and Business Development
Matt joins BNY Mellon Wealth Management from Northern Trust where he was a Senior Wealth Strategist, focused on providing wealth structuring advice to the firm's ultra-high-net-worth clients and prospects.
09/30/2020
Bank Linth replaces head of finance, risk and credit management
He has experience at Credit Suisse, Bank Julius Baer and Sarasin & Cie.
09/29/2020
Threesixty MD steps down to join Stockport IFA
His history in leading other IFA practices as well as nine years at Threesixty will be invaluable to us.”
09/29/2020
Bär & Karrer appoints three heads of capital markets practice
They replace Thomas Reutter, who is leaving the firm.
09/29/2020
International law firm hires former UK attorney general
Mr Cox will work closely with the firm to enhance its advice to both its private and overseas government clients on international commercial litigation, fraud disputes, international arbitrations (both investment treaty and commercial) and public internat
09/29/2020
Regional law firm grows Private Client team
She advises clients on a wide range of issues including private wealth, inheritance, wills and probate, lasting powers of attorney and Court of Protection cases.
09/29/2020
Multi-family office appoints Executive Chairman
Welcoming the new appointment
09/29/2020
German AM poaches digital WM founder and expands into Switzerland
Aaron Scott is the new head of strategy and ESG.
09/29/2020
Charles Russell Speechlys makes two senior appointments
Bart will begin his four-year term in May 2021, taking over from Christopher Page, who has been Senior Partner for the past eight years.
09/29/2020
Zurich WM adds Eric Gisiger to board and appoints chairman
It announced the news with a fundraising round, in which Spicehaus Partners also invested.
09/29/2020
Deutsche Bank WM appoints head of German speaking Switzerland
Based in Zurich, he intends to build out the bank’s franchise with ultra-high-net-worth individuals and family offices.
09/29/2020
Envestnet appoints Co-Chief Investment Officer
Her hiring comes two months after Dani Fava, formerly with TD Ameritrade, was named the firm's head of strategic development.