07/10/2019
Cayman private wealth specialist promoted to Managing Associate
Fraser, who has strong experience in trusts, wills and estates, family funds and foundation companies - and is qualified in both the Cayman Islands and BVI - has a particular focus on Latin American clients.
07/10/2019
Former Deutsche WM head named Liechtenstein bank CEO
As part of his new responsibilities he will move to Liechtenstein and will also join board of directors.
07/10/2019
Ex-Barclays wealth boss joins Schroders/Lloyds tie-up
The joint advice venture between Lloyds and Schroders has hired Dena Brumpton, the former chief executive of Barclays wealth arm to its board
07/10/2019
At responsAbility, Stephanie Bilo joins the management team, where she is responsible for sales, product development and management, as well as marketing.
07/10/2019
Müller has worked at Salmann since 2008.
07/10/2019
Forbes estimated the Newhouse family’s net worth at $18.5 billion in 2016, making it the country’s 11th-richest
07/10/2019
Prior to that, she spent time in a variety of roles at UBS, JP Morgan and Morgan Stanley, including stints as executive director and vice president.
07/09/2019
The Iberian branch has also been bolstered with four appointments.
07/09/2019
After a 25 year career with with the Swiss giant, including as CEO UBS Australasia for the past 11 years and as joint global head of investment banking for three years, Mr Grounds has decided to make his exit, the bank said in a memo.
07/09/2019
He will report to Satoshi Nishimoto, Managing Director and Co-Head of Institutional Sales & Marketing Division, Pensions.
07/09/2019
To further strengthen and grow ZEDRA Switzerland, Giovanni La Forgia has been appointed Commercial Director for Switzerland.
07/09/2019
He will bring together and provide oversight of those in wealth planning and financial planning roles and build out the teams in the UK and EMEA.
07/09/2019
Paul Arni has long-standing banking and management experience
07/09/2019
Signature Bank Adds Fifth Private Client Banking Team
Together, they will provide cash and treasury management products and services related to residential and commercial mortgage servicers and originators as well as lender-controlled structures, commercial real estate owners/operators, hedge funds and priva
07/08/2019
The Board of Directors of Julius Baer has appointed Philipp Rickenbacher as new CEO effective 1 September 2019, as part of its long-term succession planning. The current CEO Bernhard Hodler will step down as of 31 August 2019.
07/07/2019
Intertrust hires Director of Private Wealth in Jersey
He specialises in working with entrepreneurial and high-net-worth clients from a wide range of industries and sectors.
07/05/2019
Michael Seiler and Rita Amrein have 25 and 15 years of experience, respectively, providing financial advisory services to private banking clients in and around Zurich.
07/05/2019
Christophe Julen, senior executive director of GMG Institutional Asset Management, said: ‘We are delighted that Sieber has agreed to join Geneva Management Group."
07/04/2019
PAM was launched in October 2017 as a joint venture between Fry Group, a global financial adviser, and Independent Strategic Group a fintech firm specializing in digital investment management solutions.
07/04/2019
The bank has already made inroads on its U.S. hiring spree.