Zwei Wealth hires ex-CEO of CS division as partner
Zwei Wealth said that he brings expertise in sustainability, financial planning and complex client situations.
Executive Moves
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AHR Private Clients appoints new Operations Director
In his new role, Rees will oversee the development and delivery of AHR’s client solutions, ensuring the business delivers a best-in-class approach to whole of market, unbiased financial advice.
Iress appoints head of product design
Before that, Amir was head of user experience at another technology consultancy DiUS Computing where he was responsible for building and growing their design capability across Melbourne and Sydney.
Credit Suisse Appoints Southeast Asia Private Banker
Tan has 19 years of experience in the financial sector including institutional sales and investment consulting with high and ultra-high net worth clients in Thailand and Singapore alongside family offices.
SocGen PB investment strategy head Mudie exits for Zug IAM
He will also be a member of the executive committee, subject to Finma approval.
VP Bank Poaches Heavy Hitter From KPMG
Previously spent five years at the Swiss central bank, both in compliance and in operational risk and security.
LO hires two equity PMs to grow CHF 10bn AUM platform
D’Aligny joins the European equities team. He was previously a partner and lead portfolio manager at Sycomore Asset Management.
Lombard Odier expands Global Equities team
These appointments reinforce our commitment to be a leading global equity house and provide investors with differentiated high-conviction strategies
Edmond de Rothschild Group appoints new CEO
Edmond de Rothschild Group has named François Pauly as its new Chief Executive Officer (CEO).
Wealth Manager Joins First Republic
Before joining First Republic, he was a Vice President at JP Morgan and worked as Private Client Advisor at Goldman Sachs.
$3.5 Billion Team Exits Wells Fargo’s Abbot Downing Unit to Join Hirtle Callaghan
By hiring the team, Hirtle Callaghan gains offices in both of those cities, further expanding its national footprint, the firm says in a June 7 news release.
World’s Third-Biggest Wealth Fund Grows Quant Team With New Hire
The rainy-day fund has amassed just under $700 billion in assets