Julius Baer recruits Citi PB exec in Brazil for client team
Prior to Citi Private Bank, Bonfá spent more than 10 years at HSBC
Executive Moves
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Credit Suisse Appoints New Private Bank Head in Spain
After the abrupt departure of its private banking head in the region, the bank has found a Credit Suisse veteran to run its business in Spain and Portugal.
Banking veteran joins asset manager
The Zurich-based company Swiss Rock Asset Management was founded in 2007 by Roman von Ah
FP Solutions joins Tilney Smith & Williamson
Steve will join the team at Summit House
Climate Asset Management appoints Senior Legal Counsel
Amy Merrill, former UNFCCC negotiations lead for 'Article 6' of the Paris Agreement, returns to the private sector.
Highvern establishes in Ireland and makes three senior hires to launch
The Irish offering will include, subject to the applicable regulatory approvals, corporate and fund administration services to unregulated and regulated structures across Debt, Capital Markets, Real Estate, Infrastructure, Private Equity, Aviation, Hedge
M&A advisory firm expands team
Bruton, who left Kingswood U.S. in June, will lead Gladstone Group’s strategic growth consulting division.
JPMAM trust appoints new Liontrust non-executive director
Mandy Donald is the trust's new NED
Guernsey Finance appoints new Strategic Advisor
Henry has also recently been appointed as an independent member of the new States Investment Board by the States of Guernsey’s Policy & Resources Committee
Former Foxconn Exec Rejoins Swiss Bank UBS
Tu is a former chief investment officer and vice president of Foxconn Industrial Internet, a subsidiary of the Taiwanese electronics manufacturing firm Foxconn.
LaSalle St. Successfully Recruits Two Independent Wealth Management Firms
Wilmington, MA-Based Brisbois Capital and Chicago-Area Associates Group Bring $160 Million in Total Client Assets and Over 50 Years of Experience to LaSalle St.
Swiss Wealth Boutique Names Partner
The startup was co-founded in 2014 by former UBS chief economist Klaus Wellershoff.