Oak Group appoints Group Chief Operating Officer
David will oversee the day-to-day administrative and operational functions at Oak.
Executive Moves
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Banque Audi Suisse names private banking head
Walid Moukarzel succeeded Youssef Nizam in May after the latter became general manager of the bank.
Investment director let go by Mattioli Woods joins boutique
Ian Goodchild joins Becketts Asset Management after leaving Mattioli in January in the wake of a restructure of its investment proposition following a decade with the business.
Zurich Multi-Family Office Expands Real Estate Offerings
It is now also active in the area of existing properties.
Santander Private Banking Strengthens Its Dubai Office With Four New Hires
In the past month, the entity has strengthened the Dubai team with the addition of four new professionals
Callie Cox Joins Ritholtz Wealth Management As Chief Market Strategist
Fast-growing RIA adds Cox to lead client communications on investment strategy and market analysis
Northern Trust Asset Management Names Co-Head of Wealth Client Group
Previously, she was regional sales manager at Vanguard, client advisor at J.P. Morgan Asset Management, national sales manager and co-head of wealth management distribution at Merrill Lynch & Co. and a regional director at Goldman Sachs.
Evercore Wealth Management Names Paula Stumne Managing Director, Wealth and Fiduciary Advisor
Ms. Stumne is based in Minneapolis and works directly with ultra-high-net-worth client families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.
Ex-UBS director takes swipe at consolidators in DFM launch
Shiv Gossain leaves UBS after seven years to set up AR Wealth Management.
Two Basler Kantonalbank BoD members resign after decade at firm
Karoline Sutter and Urs Berger will not stand for re-election at the next AGM.
BIL Suisse reinforces with senior recruits
The new hires cover wealth management, investment solutions and external asset managers.
Promotions at Obwaldner Kantonalbank
The management and all employees warmly congratulate those promoted and wish them much success and satisfaction in their responsible positions.