ZWEI Wealth appoints new partner
He takes care of customer mandates from private and institutional investors in Winterthur and the surrounding area.
Executive Moves
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Lombard Odier appoints new CEO for Europa Bank
Due to his many years of experience in various management positions in global companies, he has in-depth knowledge of the European business, regulatory and operational environment, as the Geneva-based private bank further announced.
Barclays appoints Duncan Beattie and Duncan Connellan as Managing Directors of Investment Banking Australia
Duncan Beattie and Duncan Connellan are outstanding additions to our Investment Banking team
Rockefeller Adds Ex-Morgan Stanley Team With $1.3B In Atlanta
The team will report to Michael Outlaw, national field director of the Rockefeller Global Family Office.
Credit Suisse chairman quits
Under the leadership of Axel Lehmann, the Board and the Executive Board will continue to execute Credit Suisse’s strategy, driving forward the transformation of the bank.
Quilter Cheviot Europe to establish financial planning service following new hire
Fahy joins the business from Brewin Dolphin Ireland
CREALOGIX appoints two new Managing Directors for Central and Northern Europe
We are delighted to have been able to recruit two proven sales experts and managers
Natixis Investment Managers Names Head of Diversity, Equity and Inclusion in the US
He served as a diversity consultant to EisnerAmper, the Food Bank for New York City, and the American Institute of Certified Public Accountants and also held diversity leadership roles at Deutsche Bank, Eisner, and KPMG.
J.P. Morgan Hires Head of Ops For Private Banking in Asia
Tan has nearly three decades of banking experience with a focus on back-office capabilities.
Nicola Wealth expands global equity coverage group
Brad Radin and associates join Nicola Wealth in Toronto with a focus on the management of publicly traded International Equities
UK wealth manager appoints new CEO
Brown Shipley has recorded sustained growth; the firm currently counts 360 staff in eight UK offices, managing some £10 billion in client assets.