10/27/2020
Qatar-Owned Quintet Builds Family Office Unit With Key Hires
Quintet plans to attract clients by offering investments in pre-IPO companies in the technology and healthcare sectors, setting the mid-sized bank apart from larger peers that only offer those services a narrower range of super-rich clients, he said.
10/27/2020
New heads of propositions and compliance named
10/27/2020
Cambridge Associates adds to Private Client Practice
Family Enterprise Solutions to support family office strategy, structure and governance
10/26/2020
Several other top executives
10/26/2020
Cantonal bank PB head leaves
Lorenz Keller will take on the role on 2 November 2020 as interim successor while the board of directors looks for a replacement.
10/26/2020
Rockefeller Capital Management Continues Growth with Chicago Expansion
Chicago-based CM Private Wealth Marks 25th team to Join in 2020
10/26/2020
Quintet named Market Head For Switzerland
He previously worked at Credit Suisse and UBS.
10/26/2020
Corestone axes half its staff in restructuring, including Hinrichs
Two of the analysts are Urs Widmer and Sandro Calouri.
10/26/2020
Meanwhile, the new job signals a return Down Under for Magowan, who was working in the United Kingdom as head of advisory solutions for European private bank Julius Baer.
10/23/2020
It is not yet known who is taking over his role as global head of private banking.
10/23/2020
The chief information officer role applies to all regulated firms, except credit unions, and will apply where the RFSP has a high or medium high prudential impact risk, or where IT is a key enabler or core element of the firm’s business model.
10/23/2020
Several other top executives includung legal chief Sibil Melliger and security head Nagib Aouini also left in recent months.
10/23/2020
Marie will bring a depth of industry experience and dynamic vision to the IA board and I look forward to her insight and leadership.
10/23/2020
They will be expected to have an existing portfolio of high-net-worth clients.
10/23/2020
Julius Baer director exits to launch São Paulo wealth shop
Justus and Eraldo Salles also plan to launch Legend Investimentos, a business that will aim to attract independent financial advisors and will offer access to BTG Pactual’s digital platform, according to reports.
10/22/2020
In this role he was the primary client contact for several of the firm’s endowment, foundation and pension clients.
10/22/2020
The string of hires come a month since Sayers revealed itself to the market
10/22/2020
Cembra Money bank CEO Robert Oudmayer has been in the role since 2009.
10/22/2020
SCB-Julius Baer, a wealth management joint venture between Siam Commercial Bank and Julius Baer in Thailand, hired HSBC private banker to lead its investment unit.
10/22/2020
James Bonarius joins the firm having spent seven years in Tilney’s Leeds office.