EFG Snatches Up Client Advisors from Banque Havilland
«A big welcome to our new team,» Wehrlich stated in his post, highlighting their collective experience and expressing enthusiasm for their future contributions.
Executive Moves
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Atlantia Wealth Management Strengthens Its Commercial Team In Switzerland
The hiring of Carmen reaffirms the independent advisory firm's commitment to growth, both in Spain and Latin America
Bastian Barthelmann Joins GenTwo as Chief Operating Officer (COO)
Bastian brings over 15 years of experience in strategy and management consulting at Accenture
LPL hires T. Rowe vet to lead investment management solutions
Cheri Belski replaces Rob Pettman. She will oversee a host of new products being added to the firm's platform.
UBS Appoints Key Positions in GWM Solutions
With this initiative, Rob Karofsky and Iqbal Khan aim to enhance the service offerings and improve efficiency.
Edmund Koh of UBS to join Sentosa Development Corporation board
Koh has more than 30 years of experience in senior roles in financial services
BNP Paribas WM senior banker departs with team of three
Senior private banker Germane Wee worked at the French bank for almost five years before announcing her departure.
VG appoints new Business Development Director
Located in the UK, Danny will work closely with the VG’s well established employee incentives team based in Jersey which is managed by Joel Wheeler.
Founding head of Rathbones Newcastle office retires
Nick Swales steps down after 11 years at Rathbones, handing the baton to long-time colleague James Kyle.
Jim Dickson's Elevation Point Hires Dynasty Exec as New COO
Caitlin Douglas, former managing director of transition services and co-head of service at Dynasty Financial Partners, has joined Jim Dickson's new firm to lead operations and service.
EFG Expands Hong Kong Presence with Key Hires from Citi Private Bank
The leadership at EFG highlighted that these hires reflect the bank's commitment to enhancing its presence in Hong Kong and Greater China
Billion franc Swiss property fund names new portfolio manager
Daniel Babic takes charge of the SF Sustainable Property fund, which has a market capitalisation is CHF 1.1bn and is run by the Swiss Finance & Property Group.