BNY Mellon Wealth Management Appoints Karen Wawrzaszek As Regional President in Washington DC
Prior to SBSB, Karen held senior positions at U.S. Trust, Pitcairn Family Office and Rockefeller Capital Management.
Executive Moves
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Snowden Lane Partners expands international wealth presence with new adviser team
Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the launch of a new advisory team based in their New York City headquarters.
Wire Wars: $1.4-Mln Merrill Family Team Leaves for Morgan Stanley in FloridaA four-person Merrill Lynch team led by a 29-year veteran broker and his nephew left earlier this month for rival Morgan Stanley in Fort Lauderdale, Florida, adding to a list of r
The team had managed $420 million in assets and generated about $1.4 million in annual revenue, confirmed Emile, who was reached at his new office on Thursday.
Schroders Personal Wealth strengthens business development team
Marcelo brings a wealth of experience to the role, having previously held senior management positions at Royal Bank of Scotland and Lloyds Banking Group
New appointments strengthen Hawksford’s global corporate offer
Darren joins Hawksford from a director role at Fairway Group
UBP hires chief for German and Austria AM arms
Body will start on his new role on 1 June and reports to Nicolas Faller, co-CEO of Asset Management and head of institutional clients.
ZKB CEO’s Departure Heralds Wider Changes
The head of the corporate customer unit since the start of 2020, Juerg Buehlmann’s, chances of landing the job are not considered high.
Credit Suisse's Veteran Brazil Boss Heads for Exit
The latter blew an $4.7 billion hole in its profits in the first quarter and prompted a swift cash call from staunchly loyal big shareholders as well as some super-wealthy individuals.
BNY Mellon Wealth Management Expands Denver Office with Three New Hires
Marie, Steve and Matt each bring professional fiduciary, wealth planning and investment expertise which complement our Active Wealth framework in helping existing and new clients preserve and grow their wealth.
GAM Strengthens Presence in Asia
Terence’s appointment and the establishment of an office in Singapore underscores the importance of the Asia-Pacific region
Geneva IAM appoints CEO
The company received an expanded licence from Finma last week.
Vontobel recruits former Switzerland deputy attorney general
She gained valuable experience in legal and regulatory topics in the context of the custody of digital assets.