Former Goldman Sachs VP Joins $1B Wealth Management Firm
Joins as Managing Director, Investment Advisor & Wealth Planner to Lead the new Newport Beach, CA Office
Executive Moves
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Former XP wealth manager joins BTG Pactual
She previously spent more than two years at BTG Pactual, initially as a senior private banker and relationship manager for the firm based in São Paulo.
HSBC USA appoints four to board
When we set out to appoint new members to our Boards, we were focused on finding experienced individuals who would bring diverse views and perspectives
Credit Suisse Loses Team Serving Wealthy Saudis
The team, who is joining the German lender from Credit Suisse, will work for Deutsche Bank's offshore desk in Geneva.
Rothschild & Co’s Wealth Management Business boosts Zurich team
Andreas has over 25 years of experience in the banking industry, most recently as Head of German-speaking Switzerland at Bank Julius Baer in Zurich.
Mirabaud Asset Management Bolsters Swiss Equity Expertise With New Hire
He will focus on supporting the expansion of the all cap offering, including tailored ESG strategies.
Smith & Williamson Investment Management (Europe) appoints CEO
She has held senior management roles in leading Irish investment firms
Senior Investment Appointment at Castlefield
With over 35 years’ investment management and leadership experience Bill is a well-known face within the industry.
Basler Kantonalbank is looking for a new manager for the back office
The BKB manager was promoted to management in 2019
Starboard Advisors appoints Family Office president
As a seasoned family office executive with 24 years of experience serving major family offices in New England, Ouellette brings a unique perspective and focus on client service to the privately owned wealth management firms.
Peregrine Wealth makes two appointments in Guernsey
Girish will be assisting with the management of the day-to-day operations of Peregrine’s range of global funds, Tammy will assist on administration and support for private clients.
WMS Partners Adds Four New Employee Shareholders
Tim Chase, Chairman of WMS, said, “Laura, Chris, Sam, and Nate represent the very best of WMS, and we are thrilled to welcome them as new shareholders.”