Mellany Bagtas joins UBS as a Financial Advisor in New York City
She will be based out of the firm’s 299 Park Avenue office and will report to Associate Market Executive Demie Kommatas.
Executive Moves
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Henry Mercer Named Chief Investment Officer at Withum Wealth Management
In this new position, Henry will oversee the Investment Planning and Economic Committees at Withum Wealth Management, bringing decades of wisdom and market experience to the role.
Stephan Hässig becomes new Head of Corporate Customers at Migros Bank
He succeeds Olivier Häner, who held this position on an interim basis.
Special situations firm hires boutique's ex-CEO
Oliver Banz has joined AS Equity Partners to lead portfolio operations.
Fairway appoints Nathan Petty as Client Director
Fairway Group has appointed Nathan Petty as Client Director.
Brooks Macdonald appoints Josh Lewsey as Group Strategy and Corporate Development Officer
Josh will report to Andrea Montague, CEO, and will be a member of the Executive Committee.
UBS names new UK HNW head as veteran steps down
Michel Frey replaces Chris Oliver, who is leaving after 15 years with UBS Wealth Management.
UBS International Adds Adelino Dias as Financial Advisor in New York
Prior to that, he spent eight years at Citi, where he held the role of VP Wealth Manager
Juan Alcaraz Steps Down as CEO of Allfunds and Will Be Replaced by Annabel Spring
The Board has appointed Annabel Spring as the new CEO of Allfunds, who will take office in June
GAM Appoints Mirko Ranno as Head of Germany and Austria Distribution
His appointment reinforces GAM’s long-standing commitment to professional investors in Germany and Austria.
Helvetica Appoints New Chairman
An experienced asset manager is taking over as the new Chairman of the Board of Directors.
UBP appoints wealth co-head in Lugano
Ex-J Safra Sarasin adviser Waldo Alvarez-Santullano and ex-UBS relationship manager Daniel Sacerdoti have both joined UBP as senior relationship managers.