12/13/2023
Kingswood U.S. Adds More Than $730 Million with Recruitment of 16 Financial Advisors
Headquartered in New York and Miami, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand.
Executive Moves
12/13/2023
Accuro Announces Eight Promotions Across Jersey, Switzerland and Mauritius
Senior promotions include Una Smith who takes on the role of Client Services Director in Jersey
12/12/2023
BofA appoints 334 new managing directors, down 8% from last year
The new promotions included 75 investment bankers and 64 employees from the trading division.
12/12/2023
Two Long-standing Credit Suisse Executives Join U.S. Asset Manager
Both will be working from Zurich, according to an announcement on Monday.
12/12/2023
Four Financial Advisors join UBS in Atlanta, Georgia
They join the UBS Southeast Wealth Management Market, led by Market Executive Lane Strumlauf, and will be located in the Atlanta, Georgia office
12/12/2023
Changes in the Board of Directors of Baloise Holding AG
The Board of Directors has nominated Mr. Guido Fürer for election at the upcoming General Meeting.
12/12/2023
Fisch Asset Management appoints new Co-Head Convertible Bonds
Prior to that, he spent four years as a convertible bond portfolio manager at Aberdeen Asset Management.
12/12/2023
Experienced private banker quits Lombard Odier for Cité Gestion
Caroline Jehan, who spent 12 years at Lombard Odier, has taken a senior private banker role at Cité Gestion’s Geneva office.
12/12/2023
Edinburgh and New York CEOs Andrew Ward and Charles Ferraz join the Group of Boutique Asset Managers.
Ward and Ferraz have joined to add their experience into the mix across the network and increase the presence of both the Group and its constituents across the investment industry.
12/11/2023
Platinum appoints new CEO
In an ASX announcement, the fund manager said it has now appointed Jeff Peters from the US to step into his role.
12/11/2023
Sarasin & Partners expands MPS and private markets teams
Sarasin & Partners said the appointments align with its strategy to leverage global trends such as digitalisation, automation and climate change in its investment approach.
12/11/2023
Mirabaud appoints UK portfolio management head
Jonathan Unwin joins the business after seven years at Luxembourg-based private bank Banque Havilland.
12/11/2023
Credit Suisse banker takes investment MD post at boutique
Two former senior wealth managers at Credit Suisse have moved to Principal Asset Management, with one taking a top role at its specialist boutique Spectrum Asset Management.
12/11/2023
Property boutique Helvetica’s CEO to step down after 17 years
Hans Holdener will take on a business development role after the handover.
12/11/2023
New Head of Compliance role at Praxis Malta
She holds the International Compliance Association diploma in Anti Money Laundering, specialist-level certification from the Association of Certified Anti Money Laundering Specialists
12/08/2023
IQ-EQ names new Chief Commercial Officer for the Americas
David’s promotion to CCO, Americas will see him join IQ-EQ’s U.S. senior leadership team, where he will work closely with the wider team continuing to build on the firm’s solid growth in the U.S. and implementing further strategic growth
12/08/2023
Maybank appoints wealth management head Alvin Lee as Singapore CEO
As a member of the group executive committee, he will report to Maybank’s president and group CEO Khairussaleh Ramli.
12/08/2023
Itumeleng Merafe takes reins at Investec Private Bank
Investec sales chief Itumeleng Merafe will take over as CEO of Investec Private Bank from next year, taking over from Cumesh Moodliar.
12/08/2023
Indosuez hires global head of external asset management
He holds master's degrees in finance and business law and tax from the University of Bordeaux.
12/08/2023
Atomos London head reunites with former colleagues at Oberon
Stuart McCann will be joining Top 30 Under 30 star Harry Finster and former Atomos CIO Phil Smeaton at Oberon Investments.