Ticino PKB engages UBS private bankers for Latam clients
Latin America is a core market for PKB. The bank has also had a presence in Panama since 2012.
Executive Moves
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Petiole Asset Management appoints Head of Institutional Sales in key roles to solidify the firm’s regional expansion
Pierre will be key in expanding Petiole’s institutional client base through his international network of distribution partners.
Partner and Market Head Appointed at ZWEI Wealth
Matthias Lehmann is an internationally renowned wealth management leader.
Morgan Stanley Welcomes Back UBS Brokers with $6.3M Combined in NY, MD
In the more recent shift, 39-year industry veteran David A. Shorr rejoined Morgan Stanley after a 10-year hiatus at UBS
Janus Henderson bolsters fixed income team with senior appointments
The firm has announced its plans to promote four Citywire-rated fund managers within its fixed income department, effective from the 1st October.
Close Brothers boosts regions with Rathbones and Investec veterans
The Rathbones raid continues as the firm hires Sally-Ann Gallier as investment director.
Luxury Goods Conglomerate LVMH Appoints Group President in North Asia
Michael Schriver has 24 years of experience in the region with Tiffany & Co., DFS and Louis Vuitton.
UBP Adds Investment Duo for South Asia
UBP’s partner advisory proposition is a high-touch offering that allows clients to access a dedicated investment expert that provides tailored multi-asset advice according to return expectations, time horizon and risk profiles.
Crescent appoints Chief Operating Officer and Head of Marketing & Growth
As an operations leader and with a background in law, Rachel has an in-depth knowledge of the Australian and global financial services ecosystem.
UBS Private Wealth Recruits Advisor From Wells Fargo
She was formerly with Wells Fargo Clearing Services LLC in San Diego, and according to Wealthminder, manages over $692 million in client assets.