BNY Mellon Wealth Management expands team
Joins BNY Mellon Wealth Management from WHYY
Executive Moves
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VP Bank Names Risk Chief for Asia
Based in Hong Kong, Chee will be responsible for all risk management strategies and operations while also supervising the bank’s legal and compliance functions in the region.
Bordier UK appoints a Director of Sales & Marketing
He will report to Bordier UK CEO, Jamie MacLeod, in his new role.
Swiss Re appoints Group Chief Digital & Technology Officer
She is currently Swiss Re’s Group Digital Transformation Officer
Apex Group appoints Head of Family Office
Apex’s teams work closely with Family Office clients to develop tailored solutions and to provide a flexible and reliable service.
J Safra Sarasin sustainable fund managers join Man GLG
Yohann Terry and Jann Breitenmoser will be part of the firm’s equity team.
EFG hires industry vet from Pershing to lead LatAm operations unit
A spokesperson for EFG confirmed his hire.
UBS Appoints Financial Advisor in Los Angeles County, CA
She provided full-service banking, lending, investment management, wealth strategies and solutions to ultra-high net worth individuals.
Sandie O'Connor Elected to the Board of Directors of BNY Mellon
She held several senior leadership positions at the firm including Global Treasurer and head of Prime Services and was a member of the firm's Executive Committee.
Valiant recruits new head of wealth management for Northwest Switzerland region
Roland Graf joins from Basler Kantonalbank.
Head of UOB Private Bank Exits
In the first half of 2021, UOB’s assets under management for high affluent clients – which includes private banking clients – increased 7 percent to S$137 billion ($100 billion).
Sanctuary Wealth Appoints Director Head of Global Marketing and Digital Strategy
She has proven herself to be a leader with an entrepreneurial mindset capable of leading strategic communication initiatives and developing and implementing successful marketing strategies.