Bern boutique appoints portfolio management head following founder’s retirement
There are two new members of executive management.
Executive Moves
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Head of BMO Private Wealth to retire
Andrew Auerbach will depart in the coming months after more than two decades with the firm
Former Goldman Sachs Senior Investment Banker Joins the Freedom Board of Directors
In 2010, Ms.McQueen started working at Amazon.com, INC. headquarters in Seattle serving as a senior financial analyst providing financial analysis and oversight for Amazon's financial operations.
Bäch IAM recruits portfolio management veteran from BNP Paribas
He previously worked at Credit Suisse, both in Zurich and Luxembourg.
Fintech Pioneer Says Goodbye to Swisscom
Hoehener will keep his roles as a consultant on the board of directors of digitalization consultant Ti&m
SEI Announces Leadership Change
SEI today announced the departure of Steve Meyer as an Executive Vice President and Head of Global Wealth Management Services
Neal Gerber Eisenberg Adds Partner Frank Paolini to Private Wealth Group
He advises high net worth individuals, family offices and businesses on multifaceted trust and estate planning, administration, litigation and dispute resolution.
Handover at Swiss Credit Research House
Pfister will stay active at the Zurich-based firm with a slightly reduced workload, the firm said.
HSBC Asset Management appoints ETF director
Ray Chan brings 20 years of experience in industry, specializes in investment advisory
Steward Partners Lures Another Wealth Manager from Wells Fargo
At Wells Fargo, Ritz was a private wealth manager in the wirehouse’s private financial advisory group.
Franklin Wealth Management hires wealth analyst
At Franklin Wealth Management, Jones is mostly involved in back-office work including research, trading, portfolio management, and market strategy.
Merrill Revamps Wealth Management Leadership
Merrill is adjusting its leadership as demand for advisers climbs and banks bolster businesses that serve affluent clients.