ZICO Asset Management hires Head of Advisory
He was also formally from UBS where he was a Director in the Global Family Office and Ultra High Net Worth division.
Executive Moves
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Investment banking chairman joins Apollo Global Management
Lewis to Join Apollo’s Management Committee
Asset Manager Zico Adds Veteran Banker
e was previously a director at UBS in the global family office and UNHW division.
Berkshire Hills Bancorp boosts wealth management team
Firm Expanding its Non-Profit Capabilities as part of Berkshire Bank's Community Comeback Plan
Chilton Trust expands team
New Senior Hires Bring a Combined 40 Years of Experience to Serve Clients and Grow the Firm
Brandywine Oak Private Wealth launches new tax practice
Chris Smith, CPA, Joins as Director of Tax and Founding Tax Partner of Brandywine Oak Private Tax Advisory
Ex-Deutsche Investment Banker Joins Barclays as China CEO
Liu has nearly 20 years of banking experience, most recently with Deutsche Bank where she was its China and Hong Kong head of institutional client group.
Utmost Group announces new Board Appointments
The new appointments will strengthen the Board, complementing the experience of the existing directors.
KKR Announces CEO Succession
Joe Bae and Scott Nuttall Appointed Co-Chief Executive Officers Henry Kravis and George Roberts Continue to Serve as Executive Co-Chairmen Company Announces Corporate Reorganization
SGKB Germany enlarges executive board and names new chairman
Tim Freise and Thomas Cichy join the board while Sven Thielmann will be its new leader.
Financial Advisor Caitlin Perry Joins UBS in Rutland, VT
She manages $125 million in client assets and will be joined at UBS by Client Service Associate, Shauna Graham.
Wealth Management Team Joins First Republic
Charles, Laurel and Michael have been successful providing comprehensive solutions to clients, and they share First Republic’s commitment to our unique brand of exceptional client service.