09/06/2019
Basel private bank chairman steps down
Burkhardt has been head of consulting for Basel and Olten at Baumann & Cie since 2018
Executive Moves
09/06/2019
Ilan Goldfajn appointed Chairman of the Advisory Board of Credit Suisse Brazil
The Advisory Board of Credit Suisse Brazil will provide counsel for the strategic decisions of local management, and empower local management projects
09/05/2019
Wealth management company in Wynyard makes new appointment
Having worked in finance for more than 30 years, Mr Midgley brings with him the title of a Chartered Financial Planner, a Fellow of the Personal Finance Society, as well as holding a number of other financial services qualifications.
09/05/2019
Brooks Macdonald adds to UK investment management teams
Gary Stirrup from Fundsnetwork among trio of hires
09/05/2019
Italian manager Kairos names interim CEO following Bariletti's departure
The firm will hire its new CEO from both internal and external candidates throughout 2020, according to sources close to the matter.
09/05/2019
Schroders shakes up senior management as competition intensifies
Asset management firm unveils new global head of investment amid changes.
09/05/2019
LOIM global head of solutions exits
Minio-Paluello will join Schroders
09/05/2019
SS&C Names New President and Executive Leadership for SS&C Health
SS&C adds talent to deliver healthcare industry business transformation
09/05/2019
SS&C Unveils New SS&C Intralinks Executive Team
Ken Bisconti and Bob Petrocchi appointed as co-heads of SS&C Intralinks
09/05/2019
Cult Wines Expands in Asia Pacific With New Hire
Cult Wines has regional offices in Hong Kong, Singapore, and Shanghai. It is headquartered in London.
09/04/2019
Close Brothers appoints Private Client Director from Arbuthnot
Denman joins a number of new senior hires across CBAM as part of its wider strategy to expand the company’s high net worth capabilities
09/04/2019
James Patrick & John D'Amico Appointed as Financial Advisors of Mill Valley UBS Office
$440 million team moves to UBS
09/04/2019
UBS Hires $2.7 Million Merrill Lynch Team in Northern California
McCallion who also works in Greenwich, Conn., is a 20-year Merrill veteran who was managing $391 million at the firm.
09/04/2019
Credit Suisse brings in ex-UBS, Lombard Odier senior staff to boost impact-investing team
He has been named head of impact advisory, the Swiss bank announced on Wednesday morning.
09/04/2019
CS hires ex-Lombard Odier impact investing head
He will be based in Zurich, reporting to Marisa Drew, CEO of the impact advisory and finance department
09/04/2019
Rockefeller Hires Morgan Stanley Chairman’s Club Broker in New York
Rockefeller is run by former Morgan Stanley and Merrill Lynch executive Greg Fleming, who has larded his management and recruiting team with former executives from the wirehouses.
09/04/2019
UK wealth management group expands financial planning team
Vince previously worked on a self-employed basis advising clients primarily on retirement planning options but a range of other matters besides.
09/04/2019
Oddo BHF AM names new head of sales for Switzerland
They both report to Nicolas Chaput, global CEO and co-CIO of ODDO BHF AM.
09/03/2019
Julius Baer hires 10 wealth managers to develop Portugal market
The hire of this comprehensive senior team demonstrates our long-term commitment to growing market Portugal.
09/03/2019
Lombard Odier makes double hire to Spanish unit
Their experience will bring added value to our team while will help us to continue boosting our growth and position in Spain's private banking sector.