Former Julius Baer team head joins LGT
Mauro Sciuchetti also held a similar role at Credit Suisse.
Executive Moves
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UBS hires financial advisor team led by Christopher Toregas in Los Angeles
Christopher and his team join the firm’s Los Angeles Market, managed by Market Executive Lauren Gorsche and Market Director Kreg Pearless.
James Herring and John Gaffney join UBS Private Wealth Management in New York City
At the conclusion of their respective notice periods, James and John will join the UBS Manhattan Market
Cresset Welcomes Two New Advisory Teams, Expands National Presence and San Francisco Footprint
The teams join Cresset from J.P. Morgan, and previously First Republic Bank, where they managed approximately $5 billion in assets.
Collas Crill's private client team strengthened by appointment
She will now re-join the non-contentious side of the Private Client Team alongside Victoria Yates.
Meet the newest team member of the Brooks Macdonald family!
We’re delighted to have Louise on board.
LGT Group appoints two new members to its Foundation Board
LGT Group Foundation has appointed Helen Louise Heslop and Gunn Wærsted to its Foundation Board. They took office on 1 January 2024.
Oak Group appoints new Head of Marketing
In her new role, Sophie will work closely with Oak’s CCO, Kate Clouston, to align marketing activities with Oak’s business goals and values.
Lugano multi-family office appoints new CEO
Veco Group has named a new chief executive as Antonio Mandrà, former president and CEO of Veco Group, leaves after 28 years at the firm.
Brown Shipley alumni team up with old colleagues at boutique
Boasting a combined 25 years of Brown Shipley experience, Anne Brookes and Clive Batchelor reunite with three former colleagues at EFG Harris Allday.
The Board of Directors of CaixaBank Asset Management appoints Ana Martín de Santa Olalla as its new CEO
Ana Martín de Santa Olalla had hitherto been Head of Business and Sales at CaixaBank AM.
HSBC GPB reshuffles ASEAN desk following market head exit
The market head for Asean and Australia has resigned, after being with the bank since 2007.