05/15/2019
Indosuez WM appoints veteran as deputy CEO
He will oversee the business development of the Wealth Management activities
Executive Moves
05/15/2019
Zurich AM looks to expand team with new PM hire
The manager will be based at the firm’s headquarters in Zurich.
05/14/2019
Wealth manager hires financial planner for Edinburgh operation
Tilney is one of the largest wealth managers in Scotland and one of a handful of firms with an office presence in the nation’s three largest cities: Edinburgh, Glasgow and Aberdeen.
05/14/2019
Zug boutique expands with new hire
Earlier this year, the firm expanded the team with two other hires.
05/13/2019
Appleby announces 2019 senior promotions
Leading offshore law firm Appleby has announced twelve senior promotions across its Bermuda, Cayman Islands, Isle of Man and Jersey offices.
05/13/2019
UBS Loses Half-Billion Team
“That may mean using acquisition, bringing advisors from large wirehouse firms, or bringing on independents. We are open to any avenue of talent.”
05/13/2019
Geneva fintech firm appoints ex-Pictet WM CEO to board
Taurus’ board of directors also includes chairman Oren-Olivier Puder, SeĢbastien Dessimoz and Lamine Brahimi.
05/13/2019
B. Riley Makes Significant Wealth Management Hires
“The diverse investment platform and expanded reach available through our affiliates, combined with the evident culture that manifests here, makes all of us uniquely positioned to deliver end-to-end solutions that meet our clients’ needs.&
05/13/2019
Ogier appoints partner in Luxembourg investment funds team
A regular lecturer on investment funds and distribution-related topics
05/10/2019
US in the news: Wealth manager makes triple hire
A round-up of the latest people moves and M&A deals in North America
05/10/2019
Schoch steps down from role at Bank Julius Baer
He has also worked for AXA Investment Managers in London, Singapore and Hong Kong before moving back to Switzerland at Bank Vontobel Investment Banking and later joining Bank Julius Baer Switzerland.
05/10/2019
Nobel Prize-Winner Joins Bond Fund Giant
He is also a Co-Founder and Partner at Fuller & Thaler Asset Management, which uses behavioral finance to manage portfolios of small-cap U.S. equities.
05/10/2019
Decalia makes Switzerland push with new regional head
DECALIA started to tackle the Swiss-German market in 2017
05/10/2019
F1 Championship leader becomes major shareholder in luxury Monaco property firm
Bottas, a seasoned investor currently leading the F1 championship, will become Azurite's global brand ambassador.
05/10/2019
Citi Private Bank appoints new head of Switzerland
Both Mandrile-Aguirre and Bollen will transition into their new roles over the next two months.
05/09/2019
RBC Wealth Management makes key appointment
Dave will lead RBC’s Wealth Management businesses in the UK and the Channel Islands
05/09/2019
NEWS IQ-EQ welcomes new Group Head of Private Wealth
Steve joins us from a FTSE 250 alternative asset and corporate administration services provider
05/09/2019
Chubb adds senior appointments to Major Accounts team in Continental Europe
Both will manage and develop relationships for existing and newly acquired Major Accounts clients and each will be responsible for driving strong account retention and business growth opportunities.
05/09/2019
Deutsche Bank Hires Asia Fixed Income Head
The news was confirmed by a representative of the bank, who said he started on Wednesday.
05/08/2019
Elaine Powell Joins Rockefeller Capital
She will start with Rockefeller in August 2019