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.
Executive Moves
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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.
StanChart private banker joins Singapore wealth boutique
Zico Asset Management is a manager and advisor for high-net worth individuals and family office clients in Asean.
Ex-UBS and Credit Suisse Bankers Move to Wealth Manager
Private banks are in intense competition to hire advisers that have relationships with family offices, billionaire entrepreneurs and high-net worth individuals.
Credit Suisse prioritises risk management with new board appointments following Archegos fallout
New members of the board of directors will be focused on risk management processes at the bank following its massive losses caused by the collapse of the family office earlier this year.
Radicant recruits experienced IT managers as CTO
According to the bank, the focus is on personalized financial advice and alignment with the UN's sustainability goals.
UBS In-House Lawyer Joins Law Firm Stephenson Harwood
Stephenson Harwood LLP has strengthened its international private wealth capabilities with the arrival of partner Suzanne Johnston in the firm's Singapore office. Johnston specialises in international tax and wealth planning, with a focus on advisin
Contemi Adds Financial Services Industry Veteran to Growing Team
Bernie has a proven track record of formulating and implementing robust sales & marketing initiative to ensure attainment of organisation goals, bottom-line results, exceeding targets, and establishing profitable relations while maximising profits.
Reuss Private hires asset management head
Rino Miraglia had already worked at the company as head of fixed income between 2015 and 2019.
Blackstone Hires Global Head of ESG for Private Equity
She represents Blackstone’s continued commitment to value creation through deepening ESG integration across the investment lifecycle and placing ESG at the core of its operational intervention and asset management strategy.
C Hoare & Co hires from Natwest to boost North East presence
Carl Brian has held various positions at Coutts and Natwest Private Banking
Credit Suisse Private Banking North Asia’s rapid expansion continues
To continue elevating our capability here, we are expanding our management bench strength with the appointment of five new Team Leaders to drive growth momentum in this critical region.