Executive Moves Archives - Page 664 of 921

RBC Add Ex-Morgan Stanley Advisors With $450M

October 21, 2021

“We also share the firm’s client-first values, which is incredibly important to us as we build wealth management strategies designed to meet our clients’ needs and goals,”

Executive Moves

Strategic Wealth Partners appoints Director of Investments

October 21, 2021

Garrison’s Industry Experience Will Bolster the Firm’s Existing Investment Processes

Executive Moves

Indosuez Wealth Grows Fixed Income Team

October 20, 2021

Tom will be instrumental in growing Indosuez’s fixed income advisory business

Executive Moves

Schroders continues expansion of UK Liability Driven Investment team

October 20, 2021

Lucy Zhang has joined from Aviva Investors

Executive Moves

Bank Alpinum names new CEO

October 20, 2021

After a change in ownership, the bank wants to focus on wealth management for entrepreneurs.

Executive Moves

IAM announces name change and recruits BCV private banker

October 20, 2021

He had worked for the cantonal bank since 1989.

Executive Moves

Advisory firm opens Zurich office under ex-CS banker

October 20, 2021

Atlantic Financial Group has opened an office in Zurich, the company has announced.

Executive Moves

FINMA Board of Directors: election of two new members

October 20, 2021

Both newly elected board members have links to the Italian-speaking world and bring a willingness to engage with the concerns of Italian-speaking Switzerland.

Executive Moves

Chris Bacon succeeds Clemmie Vaughan as Ruffer CEO

October 20, 2021

Miranda Best to become deputy CEO

Executive Moves

First Republic boosts NY team

October 19, 2021

He will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

Executive Moves