Former Credit Suisse MD joins Zurich family office
Calibrium has appointed Philippe Leuenberger as a managing director in Zurich.
Executive Moves
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Adviser joins SocGen affiliate after decade at UBS
Julien Deronzier has joined SG M&R, which is part-owned by Société Générale.
Nomura International Wealth Management Names Anurag Mahesh Coverage Head for Southeast Asia, Global South Asia and Middle East
To have someone of Anurag’s caliber and experience join us will enhance our growing presence and capabilities, and demonstrates that we continue to attract top talent.
Fisch names convertibles head as Zwick departs
Stephanie Zwick was also a member of the executive committee before she left in September.
Quilter Investors hires new investment strategist
She will be interacting with clients and advisers, while also acting as a media spokesperson for the business on investment matters.
Investment manager joins 7IM after seven-month JM Finn stint
Danny Szabo joins 7IM as an intermediary relationship manager focusing on the Thames Valley region.
Northern Trust Asset Management Names New Co-Head of Wealth Client Group
Sunitha C. Thomas to Co-Lead Newly Formed Team Dedicated to Wealth Management Clients
Pitcairn Names New Head of Wealth Management
As the renowned family office begins a second century of success, internal promotions ensure continuation of superior client experience
Canaccord poaches Atomos investment veteran
Revealed: Mark McMullan joins Canaccord Genuity Wealth Management as investment director after a decade with Atomos.
New CIO complements the management
Dominik Fischer has been working for Helvetica for five years and has been Head Investment Management and member of the extended management since January 2023.
Canaccord Genuity WM names Becket and Champion as joint CIOs
Tom Becket and Richard Champion have been appointed joint CIOs at Canaccord Genuity Wealth Management, following a merger of its two investment offices.
Credit Suisse Investment Banking Team Jumps in Unision to Competitor
The team is organized to cover the entire fixed-income value chain