Merrill Private Wealth Management chief to lead Citi Private Bank North America
Citibank incumbent is retiring after 22 years with the firm.
Executive Moves
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Fintech appoints former VZ manager to the top
Previously, he served as Chief Financial Officer (CFO) and member of the executive board of the VZ banking group and as a member of the board of directors of VZ's Swiss subsidiaries.
Former Merrill Lynch int’l wealth boss joins Citi Private Bank in senior role
The 33-year industry veteran had said he was retiring from the industry but is now reuniting his former boss Andy Sieg at Citi.
Sanctuary Wealth welcomes its partner firms’ network
A senior financial adviser in North Carolina sought technology and investment reforms for her company and clients.
China private wealth and Singapore family office specialist Linda Bai joins Dentons Rodyk
Linda is currently pursuing qualifications to be dual-qualified in both Singapore and China law.
Stonehage Fleming employs trustee director
She is based in Neuchatel and reports into Philippe de Salis
Ex-Credit Suisse wealth boss to exit UBS
Senior wealth manager Francesco de Ferrari is leaving the group, following the emergency merger of Credit Suisse and UBS almost a year ago.
LGT Private Banking names new head of business UHNWI Switzerland
He formerly spent six years as head of business development at Diem Client Partner
Kingswood appoints CFO and head of wealth planning
He was Intertrust Group director of finance and SFM Europe group finance director.
Oberon Investments – Appointment of Nicola Mitford-Slade
Appointment of Nicola Mitford-Slade as a Non-Executive Director Hon. Robert Hanson to stand down from the Board
Kreditarbank Lenzburg AG announces the successor to CEO
He will introduce himself personally to the shareholders at the general meeting on March 16 and take up his duties on June 1, 2024.