Geneva wealth manager announces new CFO
Octogone Group has appointed François Auditore as its new CFO in Geneva and hired three new portfolio managers for other offices.
Executive Moves
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Morningstar Hires Ex-MSCI Executive
In the role, Carot will be responsible for driving the company's ESG initiatives and business growth in the region.
Another Top Executive Leaves Credit Suisse
Throughout subsequent Credit Suisse reorganizations, he relinquished the post to Francesco De Ferrari and assumed his current role which he will leave at the end of May.
LGT adds manager to bespoke model portfolio team
The service currently has more than £3bn in assets
UBP Hong Kong appoints new relationship managers
In this position, Chin will lead a dynamic team of relationship managers to expand the bank’s North Asia client coverage.
Mason Stevens appoints Citi Securities Services to provide custody and funds administration services
This appointment comes at a significant time for Mason Stevens as it looks to expand its wealth platform offering to deliver premium wealth management solutions.
Coldstream Wealth Management Enhances Leadership Team with Addition of Matt Sonnen As Chief Operating Officer
Successful RIA Consultant and Veteran Operations Executive will Focus on Supporting Firm's Strategic Growth Initiatives and Scaling its Business
Former UBS Wealth Co-Head Tom Naratil Returning to Oversee Credit Suisse Integration
Naratil will become the group’s chief financial officer and lead the integration division that will oversee the Credit Suisse merger, the newspaper said, citing people it didn’t identify.
Investment duo complete Wealth Manager Buyout
Experienced wealth management and investment professionals Derek Gawne and Lizz Ewart have acquired Charteris Asset Management
Former Olympian to lead Ord Minnett’s private wealth team
Frank Hegerty had first joined the wealth management group in 2020 as state manager for Victoria and South Australia.
Tsangs Group appoints North America director
The Hong Kong-based family office has hired Christopher Myers to help it explore opportunities in the region.
Stonehage Fleming Appoints Industry Stalwart as Head of Trusts and Estates
She joins Stonehage Fleming with significant experience on managing legal matters including deceased estates, curatorship estates, and testamentary and inter vivos trusts.