Financial Advisor Marcus van der Meulen joins UBS in Tampa, Florida
He will report to Gregory Kadet, Managing Director and Greater Florida Market Head at UBS Wealth Management USA.
Executive Moves
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Credit Suisse promotes raft of Asian wealth managers to MD roles
Based in Singapore and Hong Kong, the senior bankers work across a variety of functions, including private banking, relationship management and client due diligence.
Credit Suisse exits stake in value boutique as Rima gives up chair
The new chair was previously chairman of the management board of Deka Investment.
Co-founder of Partners Group becomes Breitling President
On Friday, Partners Group officially announced that it would increase its stake in a transaction, making it the company's largest shareholder.
Kingswood U.S. Adds More Than $943 million in 2022 in Total Client Assets with Recruitment of 21 Financial Advisors
Industry Leading Alts Platform and Access to Technology Solutions Driver of Affiliation
Beckenbauer ambassador at the helm of CS spin-off
The banking veteran once played an important role at Credit Suisse.
Neuchâtel IAM obtains Finma licence and recruits UBS relationship manager
Boccard & Partenaires’ three directors are Louis-Philippe Müller, Julien Müller and Cédric Abplanalp.
Barclays Private Bank recruits Lauren Harzo as Director
Her career began in 2008 in an audit role with Grant Thornton, and she went on to work for almost seven years with Barclays Wealth and Investment Management.
HSBC strengthens Singapore private bank
Caroline Bong was most recently senior director and head of credit structuring for Singapore at Indosuez Wealth Management."
Walker Crips hires Top 30 star as investment strategy head
Shane Bennett, who featured in Citywire Wealth Manager's 2017 and 2018 studies into rising talent, joins Walker Crips after around a decade with Cathedral Financial Management.
Top UBS Banker Departing
Joe Stadler is leaving UBS at the end of 2023 for retirement