F2 Strategy Hires Banking and WealthTech Leader
Bornstein-Bayer is F2 Strategy’s first C-Suite hire as the WealthTech firm undergoes exponential growth
Executive Moves
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Deutsche Bank names new co-head for international private bank in New York
Walia, designated as a managing director, co-heads IPB's New York operations with Anthony Valvo, who is also the unit's head of Miami.
New Director at Invicta
His appointment to the board will strengthen our team at board level.
Withers takes on tax heavyweight to head corporate tax in Italy
Stefano has a deep level of experience in advising on domestic and international tax issues in corporate transactions and M&A
BMO adds new senior role focused on wealth firm strategy, growth
Effective Nov. 1, Geoff Newton will take on the newly created role at BMO Private Wealth
Digital Wealth Manager Makes Senior Hires
He previously spent a decade at Standard Chartered Bank in Hong Kong and Singapore
Glyn Jones to retire as Quilter Chair in 2022
Quilter has matured into a business that is poised to deliver on its potential.
Former Pictet EM equity head resurfaces at boutique
The new hire will help the firm build out its global emerging markets equity operation.
UBS Hires Team of Private Bankers From Credit Suisse for Israel
Israel has experienced a wealth boom tied to surging investments in the country’s technology industry.
Long-Tenured Lombard Odier Executive Moves
UBP has been expanding in that area over the past few years and sees significant potential in the Zurich market
Amundi appoints new head of marketing and products
Former CEO of Amundi South Asia joins division
Mercer Appoints Hong Kong CEO for Private Client Services
Mercer has appointed Christina Wong as CEO for Private Client Services (PCS) Hong Kong, effective 11 August, the firm announced in a statement.