08/14/2019
Derivatives Expert Joins Finance Boutique
For the past seven years, Schmidlin was head of structured products for external clients at Credit Suisse in Zurich.
Executive Moves
08/14/2019
BMT Wealth Management expands team
Edward joins BMT from Wells Fargo
08/14/2019
Cantonal bank subsidiary names new CEO after former resigns
Peter Schnellmann, who was head of sales at Bank Cler and member of the executive committee at Basler Kantonalbank, has also resigned.
08/14/2019
Former GAM manager hired at Zug biotech boutique
Heeb was formerely a portfolio manager on the GAM Multistock - Health Innovation fund
08/14/2019
Wealth Management Firm Names Chief Financial Officer
Prior roles for Mr. Weinkle at Dynasty include Director of M&A, SVP of Finance and Head of Strategic Analysis, and Chief of Staff supporting Dynasty’s CEO.
08/14/2019
B. Riley Wealth Management Appoints President
We're pleased to announce Chuck's promotion to President of B. Riley Wealth Management
08/13/2019
Alex Jones to head Intermediate Capital's U.S. private wealth solutions
Jones previously worked in JP Morgan Private Bank
08/13/2019
New advisory law firm appoints new partner
Amos joins the firm from asset management consultancy MJ Hudson, where he was a partner.
08/13/2019
Alpha FMC adds three senior hires to wealth management practice
Bradley Northrop and Patrick Dennien join Alpha’s wealth management team as Senior Managers from EY.
08/13/2019
Zurich WM welcomes three advisers
Odermatt spent a large portion of his career focused on foreign exchange trading, holding positions in Toronto and New York
08/13/2019
Close Brothers appoint new managing director for Scotland
Alastair Wilson joins the firm from Brooks Macdonald, where he was a founding member of their Edinburgh office
08/13/2019
Geneva WM makes raft of hires and looks to open Lisbon branch
Paula Gregório, the senior operations and risk officer, previously worked at independent asset management firm BPI Suisse.
08/12/2019
Carey Olsen's Asia growth continues with new Bermuda offering in Hong Kong
Carey Olsen has added Bermuda law capabilities to its Hong Kong office with the relocation of Bermudians Henry Tucker and Kyle Masters.
08/12/2019
Xplore Wealth adds distribution and marketing head
Hamieh said she had joined during a pivotal period for the company and conversations regarding the vision and growth ambitions of Xplore Wealth cemented her decision to join.
08/12/2019
Former Accenture Managing Director Joins Sionic
The newly branded Sionic was the result of a recent merger between UK-baed Catalyst Development and US-based Sionic Advisors.
08/12/2019
Geneva financial services firm looks to hire WM
The role will be based at the firm’s Geneva office
08/12/2019
Four Wealth Managers Join First Republic in New York Area
The team will be based in Paramus, New Jersey.
08/09/2019
Wealth manager appoints Client Director in the Court of Protection & Personal Injury team
Robert will work within the well-established Court of Protection and Personal Injury team, strengthening this area of specialism to service and grow the national client base.
08/09/2019
UBS Mulls Investment Bank Overhaul, Hundreds of Jobs at Risk
UBS is seeking to boost collaboration between dealmakers and the wealth management unit, while sharpening a focus on industries most of interest to its richest clients.
08/09/2019
Berner Kantonalbank Hires Ex-Credit Suisse Banker
Schafer will take the position of Armin Brun in December 2019