07/09/2021
Close Brothers boosts audit and risk team
She has deep financial and commercial expertise
Executive Moves
07/09/2021
Summer Promotions At Highvern
We look forward to watching their careers flourish at Highvern.
07/09/2021
Alex Picot Trust appoints new Director
His particular expertise is in working with ultra-high-net-worth international families and their family offices.
07/09/2021
Citi Private Bank Hires Global Market Head for China
Last month, the American private bank added ex-UBP wealth planner Faye Ong as head of family office advisory, private capital group.
07/09/2021
Ex-Credit Suisse Switzerland private bank head joins IAM board
There are now three members of the board of directors at the Glarus-based firm.
07/09/2021
Berenberg appoint portfolio manager in equity team
Walter has 20 years of experience in equity fund management.
07/09/2021
Bank CIC Switzerland vice-chair steps down
Henry Fauche had worked at the group for 38 years.
07/09/2021
Former Credit Suisse Manager Bögli Joins Belvédère Board
Swiss asset manager Belvédère has elected a controversial former top manager at Credit Suisse to its board.
07/08/2021
NewEdge Wealth Adds Managing Director
Glen Mintz joins to support the firm’s portfolio management strategy for ultra-high-net-worth clients
07/08/2021
Swiss-Asian Fintech Replaces CEO
He replaces Serguei Beloussov, Acronis’ co-founder and largest shareholder who has run the company since 2013.
07/08/2021
Citi Private Bank Appoints Global Market Manager for Mainland China South and West
Yin has more than 10 years of experience working with top entrepreneurs from China.
07/08/2021
EFG International appoints a new regional head
He joins the private bank from Indosuez Wealth Management
07/08/2021
Zug WM appoints chair and GLP politician to board
Karl Huwyler remains on the board despite stepping down as chair.
07/08/2021
Evercore Wealth Management Appoints Justin Miller as Partner and National Director of Wealth Planning
Mr. Miller joins Evercore from BNY Mellon Wealth Management, where he worked as a national wealth strategist, advising clients on tax, trusts and estates, charitable planning and family governance.
07/08/2021
Carey Olsen announces 12 lawyer promotions
Each of these lawyers have demonstrated expertise
07/08/2021
Broadridge Names Chief Legal Officer
Gumbs will succeed Adam Amsterdam
07/07/2021
Edmond de Rothschild Corporate Finance appoints chair
This is Arnaud Petit, associate director since 2016.
07/07/2021
Crestone appoints six HNW advisers
The new appointments bring the firm’s total national adviser base to 91.
07/07/2021
Ex-ASI multi-asset PM Wiles joins LGT Vestra for analyst role
Matthew Wiles departed ASI in May
07/07/2021
HSBC AM makes senior appointments in sustainability and responsible investing
The team will also drive the firm’s people-focused initiatives, including Diversity, Equity & Inclusion, as part of its ambition to embed a sustainability culture across the business.