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.
Executive Moves
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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.
Canaccord Genuity boosts board
Francesca Shaw, FCPA, FCA has nearly 40 years of experience across a wide range of senior governance and commercial roles within UK and international banks.
UBS Poaches $2B Private Wealth Team from Morgan Stanley
The team also includes Senior Wealth Strategy Associate Brian Weber and Team Administrator Krista Maloney.
James Hambro & Partners bolsters new Edinburgh office with key partner hire
Wealth manager James Hambro & Partners has made a further key hire as it bolsters its new Edinburgh operation.
New bank in Liechtenstein: fresh CEO
The announcement also states that the 54-year-old Lüchinger was elected ad interim for this role by the board of directors.
New head of Switzerland at Boston Consulting Group
He is currently Managing Director and Senior Partner in BCG's Zurich office
Gresham House hires for sustainable infrastructure team
Sustainable Investment team now split equally by gender