Swiss financial advisor sets the course for new growth
Organizationally, there are now the Key Clients & Corporates and Real Estate Advisory areas.
Executive Moves
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Tramondo CEO Raphael Muller Takes Over as Group CEO of the Bollag Multi-Family Office Group
This appointment marks a milestone in the Group’s growth and strategic direction
Evelyn Partners continues North West expansion with financial planner appointment
Prior to that he spent more than six years at Equilibrium Financial Planning in Wilmslow, Cheshire where he was a Chartered Financial Planner focusing on retirement and lifestyle planning.
BIL Suisse Appoints Market Head for APAC
She subsequently transitioned from HSBC Beijing as a Team Head Personal Finance to Bank of China International in Private Wealth Management in Hong Kong.
Northern Trust Appoints Market President for Dallas-Fort Worth
She joins a team providing best-in-class investment management, trust, banking and advisory based solutions.
Three senior execs leave Swiss private bank Rothschild
Four heads at the Swiss private bank have exited amid further departures over recent months.
Morgan Stanley Miami advisor exits for LatAm wealth shop
Francisco Rubio has been at Morgan Stanley for two years and is the latest in a long line of advisor exits from the wirehouse.
Fidelity International appoints equity chief as it splits CIO role
Niamh Brodie-Machura switches from Fidelity’s US arm and will jointly manage the investment office with Andrew McCaffery.
Wealth manager Brown Shipley strengthens Leeds office to support strategic growth
A wealth manager is increasing the scale of its operations in Yorkshire as part of a strategy to increase its market share.
Quilter appoints Kirsty Anderson to further strengthen technical support for advisers
Prior to that she was a business development manager at Royal London having previously worked for Standard Life.
Rothschild & Co Expands Private Capital Advisory with the appointment of Wouter Moerel as Senior Adviser
Senior hire will support Rothschild & Co’s Private Capital business with the origination and execution of GP led transactions, particularly continuation vehicles
Julius Baer names new group head of South-east Asia
He reports to Yee Chin Lit, market head for South-east Asia.