05/27/2021
Credit Suisse's Veteran Brazil Boss Heads for Exit
The latter blew an $4.7 billion hole in its profits in the first quarter and prompted a swift cash call from staunchly loyal big shareholders as well as some super-wealthy individuals.
Executive Moves
05/27/2021
New appointments strengthen Hawksford’s global corporate offer
Darren joins Hawksford from a director role at Fairway Group
05/26/2021
BNY Mellon Wealth Management Expands Denver Office with Three New Hires
Marie, Steve and Matt each bring professional fiduciary, wealth planning and investment expertise which complement our Active Wealth framework in helping existing and new clients preserve and grow their wealth.
05/26/2021
GAM Strengthens Presence in Asia
Terence’s appointment and the establishment of an office in Singapore underscores the importance of the Asia-Pacific region
05/26/2021
Vontobel recruits former Switzerland deputy attorney general
She gained valuable experience in legal and regulatory topics in the context of the custody of digital assets.
05/26/2021
Geneva IAM appoints CEO
The company received an expanded licence from Finma last week.
05/26/2021
Martin Scholl has decided to step down as CEO of Zürcher Kantonalbank on August 31, 2022
The bank stated that the change is being announced early so that it can plan the succession process carefully.
05/26/2021
Cantonal Bank CEO Heads Towards Exit
The early announcement of the change of CEO enables the bank a careful and optimal succession plan.
05/26/2021
Close Brothers AM appoints Investment Director
In his new role, Robinson will join the existing HNW team based in Manchester, working closely with the research team, investment analysts, advisers and other investment directors to offer excellent service to CBAM’s clients in the region.
05/26/2021
IQ-EQ appoints first Head of Capital Markets
Prior to joining IQ-EQ, Edward worked in a consultancy role for a world-leading Swiss financial advisory group.
05/25/2021
HSBC Asset Management hires climatech team
The first fund is planned to be launched before the end of the year with an intended cornerstone investment from HSBC.
05/25/2021
Reyl appoints Zurich head
Reyl Zurich serves high-net-worth clients residing in Switzerland, Europe, the Middle East and Asia.
05/25/2021
Baird appoints Private Wealth Director
She most recently served as managing director at Abbott Downing, a Wells Fargo division that provides customized wealth management solutions to ultra-high-net-worth clients.
05/25/2021
Ex-Avantax gatekeeper resurfaces at $1.2bn RIA
In his new role Landry serves as director of advanced planning for Credent, a newly created position.
05/24/2021
Walker Crips makes new hires for Southampton office launch
Lee and Cavendish are joined by Kris Watts and Jasmine Ng, Paraplanner and Wealth Administrator respectively, who will also be based in the new Hampshire regional office.
05/24/2021
Gresham House seeks to oust Strategic trust chair to kick-start strategic review
It also wants to appoint its chief of staff Jeston Na Nakhorn to the GHS board with existing non-executive director Helen Sinclair taking temporary of the board as fellow independent director Ken Lever leads a strategic review of the sub-scale trust&r
05/24/2021
Two Wealth Managers Join First Republic
Scott Grenert and Kevin MacIntyre are highly regarded wealth managers in the Boston area and have been successful providing comprehensive solutions to clients with complex needs.
05/24/2021
Tanvi Davda steps down as CEO of private office Saranac
Davda will remain on the firm’s board as a non-executive director and will become an adviser to the business.
05/21/2021
Unigestion boosts board
Professor Weder di Mauro, who joined the Unigestion Board this week, is one of Europe’s leading academics, having worked as an economic adviser for several governments and central banks, as well as serving on the boards of a number of major corporat
05/21/2021
Bank Reyl Zurich head joins Geneva PB as head of private banking
Welti joins from Bank Reyl, where he was head of Zurich for over seven years.