Changes to the UBS Board of Directors
Gail Kelly to be nominated for election to the Board of Directors at the upcoming Annual General Meeting of UBS Group AG and of UBS AG.
Executive Moves
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Julius Baer Nabs Ex-CS Banker in Singapore
Prior to that, he spent a decade at Citi Private Bank, last as a relationship manager for the ultra-high net worth segment.
PineBridge Investments Names Head of Intermediary Distribution, APAC and EMEA
Mr. Kopitsis brings to his new role over 20 years of intermediary experience in both Europe and Asia, a deep network of relationships, and a proven track record.
Goldman Sachs Names New Head of Retirement
Greg Wilson, currently the head of Workplace Advisory Solutions for Goldman Sachs Ayco, will serve as head of retirement within Goldman Sachs’ Asset & Wealth Management division.
InvestCloud Appoints Jeff Yabuki as Chairman and CEO
Yabuki’s Motive Partners role expands to include Chairman & CEO of InvestCloud, which sets the stage for the Company’s next phase of growth
J.P. Morgan AM Appoints New Head of Switzerland
She replaces Claude Kurzo, who had already been promoted to a new function in London last year.
EFG opens new offices in Gstaad and St. Moritz and appoints local business heads
The new offices will be run by experienced CROs and specialists who have established networks and long-term experience in serving clients in these locations.
Arbuthnot hires veteran Adam & Co media and sports specialist
Mark Penny spent 21 years with Adam & Co, but has now taken up a private banker director role in Arbuthnot’s media team.
Close kicks off 2024 with two more senior Investec W&I hires
Matt Green joins the firm’s London office as senior investment director, while Jonathan Follows joins as senior investment manager.
Crestbridge Family Office Services welcomes 2024 with four promotions
Effective from 1 January 2024, these promotions recognise the achievements and contribution of these team members to the business.
Lugano wealth manager hires ex-Vontobel quant as deputy CIO
Yves Schläpfer has joined Copernicus Wealth Management alongside Giuseppe Deni, who will take up the role of quantitative portfolio manager.