Bank Syz hires chief investment officer
The new hire will oversee discretionary portfolio management and advisory services at the Swiss bank.
Executive Moves
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BKB appoints board member and legal head
The legal specialist joins from Goldman Sachs Switzerland.
CdR Capital Group strengthens Dubai presence with two major appointments
This is another major step in strengthening our presence and activities in both the UAE and the Middle East
Tilney Smith & Williamson grows Exeter office with hire
He joined Charles Stanley after graduating from Exeter University and progressed from a trainee investment adviser to a chartered wealth manager.
Kingswood U.S. Recruits $382 Million in Total Client Assets with Addition of Six Independent Financial Advisor Practices
Spanning a Range of Business Models, Newly Added Financial Advisors Join Kingswood U.S. for Greater Flexibility, Enhanced Technology and Robust Succession Planning
Multi-Family Office Makes Senior Hire to Drive APAC Growth
He will help drive the growth of Alvarium’s platform across Asia-Pacific with a particular focus on developing the platform in both Singapore and Australia, together with providing more holistic family office services to Asian entrepreneurs, familie
Key UBS Platform Banker Quietly Replaced
The 56-year-old German native remains a senior adviser to UBS, though on a more global scale than previously.
Chris Shepler Joins FTC as VP & Investment Officer
Shepler brings over 25 years of investment and wealth management experience to Fiduciary Trust.
Kleinwort recruits former Brewin regional boss in series of hires
Heather Sonnet launched Brewin Dolphin’s Cambridge office in 2016.
WM and PB consulting firm opens new Geneva office and hires directors
Anja de Troyer will be based in Geneva while Niall Buggy will be in London.
Schroders strengthens Fiduciary Management business development team amid growing outsourcing opportunities
David Thomas has joined from Goldman Sachs Asset Management (GSAM) as Fiduciary Management Business Development Director.