RGT Wealth Advisors Appoints Managing Director
Preceding that, she served as Of Counsel at Chamberlain Hrdlicka, Managing Director at National Advisors Trust Company and Manager at PricewaterhouseCoopers.
Executive Moves
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AssetCo appoints new CEO
He will continue to be Deputy Chairman of the Company and will remain actively involved in the development and execution of the Company's strategy.
Digital bank appoints CIO
Esty Dwek succeeds the bank’s first CIO, Charles-Henry Monchau, who left in August.
Change in the management of Schaffhauser Kantonalbank
The board of directors appoints André Merz as his successor.
Flowbank completes the tour and comes to Zurich
In a further step, the bank wants to expand beyond the national borders.
JTC Private Office Appoints UK Head
With a reputation as a leader in the UK and international private client space, Nic has over 20 years’ experience of bringing broad and bespoke fiscal governance to High Net Worth individuals and families spanning the globe, with particular expertis
Canaccord hires from Bordier & Cie for new national distribution role
David Muncaster becomes head of distribution, a new role created to support the firm’s growth.
Deutsche Bank Wealth Management Hires Ex-DBS Duo
Deutsche Bank Wealth Management also hired Sachin Thussu as a director and senior investment advisor.
Financial Advisor in Los Angeles Joins UBS Private Wealth Management
Dan brings extensive wealth planning experience to UBS and will help clients with wealth creation events, position management, and cross-asset lending
Seven New Directors Join The Investment Association's Board
The appointees join the Board from a range of firms including some of the largest asset managers in the country
BNY Mellon Appoints Global Head of Marketing & Communications
Her experience in creating client value and delivering results make her well-suited to lead our firm’s integrated marketing and communications through this historic time.
Lioner Appoints Wealth Veteran as Partner
Previously, he was also a team leader for private client services at Mercer and the North Asia head of fiduciary and trust services at Standard Chartered Private Bank.