HSBC Nets Ex-CS Private Banker for UHNW Segment
She was most recently at Credit Suisse for two years as a China market team leader.
Executive Moves
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JBWere appoints philanthropic services head
Her primary focus will be on improving the governance and strategic advice offered to JBWere's expanding for-purpose and philanthropic client base.
New CEO for Swiss private bank Union Bancaire Privée’s Dubai-based subsidiary
Former JP Morgan banker has been appointed following high inflows of UHNWIs, institutional clients and family offices into the region, UBP said
Rothschild & Co appoints a further senior client adviser to its Wealth Management business in Spain
He has over 30 years’ experience in the finance industry and joins from Banca March, where he worked as a Director for the last eight years, with a focus on wealthy families and entrepreneurs.
Postfinance boss Hansruedi Köng ends up in the countryside
Since the institute is family-owned, the election is likely to be more of a formality.
Liontrust appoints Heads of Global Growth Equities and Global Distribution (ex UK)
These are key appointments in enabling Liontrust to expand its fund offering, international distribution and client base.
IAM compliance firm Swisscomply makes nine appointments
SwissComply has appointed Matthias Schaad Mettler and Michael Huber as partners.
Father-son duo take major stake in Geneva IAM
Sumus Capital has made three senior appointments, including a new chair.
Evelyn Partners appoints Group Chief Marketing & Commercial Officer
Andrew, who joins from British Gas, will become a member of the Group Executive Committee
TriState Capital Bank Hires Lettrich as SVP & Relationship Manager of Private Banking
Prior to that, he worked at Mellon Financial as a vice president and financial advisor.
Arbuthnot Latham bolsters the staff in tech banking
Arbuthnot Latham adds a member to its technology banking team.
Ocorian Director Named in 2024 Eprivateclient Top 50 Most Influential List
They also drive innovation to meet the needs of wealthy individuals.