Swiss Firm Nabs Another Julius Baer Veteran
A Geneva-based investment adviser is hiring another relationship manager who learnt the trade at Julius Baer.
Executive Moves
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Charles Stanley poaches Brown Shipley veteran
Alwyn Mulryne joins former Brown Shipley CEO Ian Sackfield at Charles Stanley’s Manchester office.
Wilmington Trust appoints Director of Endowments & Foundations
Wilmington Trust is a leader in wealth management and corporate and institutional services.
Daniel Channing joins the PCD Club “Entrepreneurs’ Boardroom”
The panel discussed key issues for entrepreneur clients including challenges and trends that have emerged over the last 18 months.
Ex-Vontobel private client head joins Zurich bank as director
Cooperative bank replaces retiring Hans-Ulrich Stucki.
Barclays Private Bank debuts in Spain with new head for UHNW clients
The bank said he will also leverage the Power of One Barclays, which connects clients to a broader offering, including the capabilities of Barclays' Corporate and Investment Bank to bring enhanced, tailored propositions to clients.
Rothschild & Co names Volponi head of wealth management in Italy
Rothschild & Co has been in Italy for 25 years
Advisor Group Welcomes Two Florida-Based Wealth Managers With Client Assets Surpassing $178 Million
Thomas P. Leinwol and D. John Ruffa Join Advisor Group through Subsidiary Securities America
Eminent data protection regulator to join leading Global law firm
Elizabeth will join Baker McKenzie in January 2022 and will be based in London, further bolstering the Firm's existing strong data privacy and cybersecurity and technology teams across Europe and globally.
Amundi Makes Senior Appointments
He previously held various roles at Standard Chartered Bank as an investment advisor and treasury specialist since 2010, as well as at DBS and Citibank.
SVB Private Bank appoints Head of Relationship Management
As head of relationship management, Mehrotra will lead a team of advisors nationally who deliver holistic wealth advice to clients in the innovation economy.
Changes to the UBS Group Executive Board
Sarah Youngwood to succeed Kirt Gardner as Group Chief Financial Officer