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.
07/04/2019
They all join from the Südwestbank in Stuttgart and will serve customers throughout Baden-Württemberg from Stuttgart.
07/04/2019
Board changes at Leicester wealth management firm
He will continue in a full-time role as founder director to the Group and his focus will be on his client portfolio, acquisitions and acting as an ambassador for Mattioli Woods.
07/04/2019
Zurich WM reshuffles team as CEO steps back
Portfolio manager David Klingenbeck will also be joining Sloan from its parent company, Belvoir Capital, as head of portfolio management.
07/04/2019
The duo will take up their new posts on 1 January 2020 and will hold the positions until the end of 2023.
07/04/2019
PGIM poaches AllianceBernstein sales head to lead Swiss expansion
LaPointe said in a statement: ‘We are proud of how our international focus for PGIM Investments has evolved over recent years
07/03/2019
Coudray has taken on her new position within the asset management arm of the group at the beginning of July
07/03/2019
The bank has also hired Jörg Angelé as a senior analyst for economic research.
07/03/2019
On the investment side of its advisory business, it works with asset management companies, portfolio management services and alternative investment fund providers.
07/03/2019
Mr Jackson holds an honours bachelor’s degree in business administration from the Richard Ivey School of Business at the University of Western Ontario, as well as a chartered financial analyst designation,
07/03/2019
Wohnlich will be succeeding Marco Pagliara
07/03/2019
Based in Zurich, she reports directly to Stefan Mächler
07/03/2019
WMA is latest to hire seasoned former bankers with the addition of Kenny Chong as head of investment services and Elizabeth Hart as senior investment advisor
07/03/2019
Ben Sackitey joins Nomura as a business development director after a seven-year stint with Jupiter.