Mercer Advisors Tap 2 for Leadership Roles
Salameh will lead the New Jersey and Philadelphia markets, while Walters will oversee the San Diego market.
Executive Moves
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Citi Private Bank Appoints Chad Reddy as Market Executive – West
Chad will oversee the Private Bank’s presence in this critical region, supporting the growth ambitions and wealth goals of our clients and
Envestnet Appoints Rich Friedberg as Chief Information Security Officer
Innovation-Driven Cybersecurity And Enterprise Risk Leader To Strengthen Trust, Resilience, And Long-Term Growth Across The Leading Wealthtech Platform
Boston Multi Family Office Announces the Appointment of Head of Compliance
He is a Certified Money Laundering Reporting Officer and holds a Diploma in Anti-Money Laundering from the International Compliance Association.
LGT appoints Europe CIO
Philipp Lisibach takes on the role in addition to leading an investment strategy and themes team.
UBP appoints Head of Investment Services UK
The appointment builds on Peter’s established track record within the firm.
Private bank hands senior role to rated fund manager
Piguet Galland promotes Daniel Steck to head of equity research.
Integritas Wealth Partners makes key hires
Sharon Sinclair has been appointed Senior Wealth Support Officer and works closely with the Wealth Partners to ensure clients receive a smooth, accurate and well organised service
LLB Group achieves profit at previous year's level
The financial statements include the former ZKB Austria for the first time for the entire year.
WRISE Group Launches Client Service Centre in Taipei
New client service centre expands WRISE’s regional footprint by serving as a bridge for cross-border capital flow and integrated family office services in East Asia
Northern Trust Appoints Jessica Donohue as Head of Asset Servicing, Americas
Northern Trust provides market-leading solutions to nearly 3,000 institutional clients in 53 countries
Vontobel Names Global Consultant Relations Head
Based in London, Anthony Corrigan will lead the manager’s engagement with investment consultants.