02/14/2019
Family affair: Uncle and three nephews quit UBS for Ameriprise
The firm’s newest team is comprised of members of the Vilfordi family.
Executive Moves
02/14/2019
Maurice Turnor Gardner makes ‘associate to watch’ partner
The move comes after the firm appointed Emma-Jane Weider as managing partner in November.
02/13/2019
Yvan Gaillard to replace Eric Syz as CEO of Banque Syz
Yvan Gaillard will succeed him as CEO of Banque SYZ.
02/13/2019
Cardena Private Wealth names managing director
He was most recently the managing director of B2B advisory firm Intama for more than two years.
02/13/2019
Temenos Executive Reshuffle
With the announcement of our new CFO, Panagiotis “Takis” Spiliopoulos, who will be joining the business shortly, we have a very strong team in place.
02/13/2019
Vontobel Research Expert Leaves to join Temenos
His replacement comes from within the bank’s ranks.
02/13/2019
Schroders boosts sustainability plans with new hire
Follows recent ESG launches
02/12/2019
Ron Leibovici Joins Union Bank as Private Wealth Advisor
Leibovici joins the bank with more than 13 years of broad industry experience including portfolio management, trust and estate design and customized lending, including real estate, aircraft finance and cross-collateralizations.
02/12/2019
First Republic Adds Three Wealth Management Professionals in Jackson, Wyoming
All three will work at First Republic’s Jackson office at 545 West Broadway, which provides full-service private banking, private business banking, and real estate lending in additional to wealth management.
02/12/2019
JM Finn loses senior London manager to Raymond James
He commented: 'I was attracted by the prospect of acting as a truly independent company and benefiting from the support Raymond James provides.
02/12/2019
Jersey Finance Appoints Experienced Financial Services Professional as New CEO
An experienced financial services professional with a longstanding career in Jersey in both the private and public sector,
02/12/2019
A&G Private banking adds senior banker to its team in Madrid
He started his career working as a fund managers' assistant at Santander Asset Management in 2001.
02/12/2019
Goldman names co-head of EMEA private wealth management
Bollinger will join Chris French
02/12/2019
Deutsche Bank names interim head of global products
Most recently, she was the head of global products and solutions for APAC and will continue to be based in Singapore.
02/12/2019
SocGen PB Switzerland appoints new chair
The bank noted in a statement that Marion-Bouchacourt replaces Yves Thieffry
02/11/2019
Calls for new Barclays boss to shake up stale board
One top five investor, who asked not to be named, said that while he is on the fence about Mr Bramson he would welcome “fresh eyes” on the board
02/11/2019
Credit Suisse Appoints New COO For Asia Pac
In his new role, Bernasconi will oversee the operational, product and risk aspects of the business across Asia Pacific.
02/11/2019
Pictet: Change of Guard or Change of Strategy?
Pictet has made more changes in the last two years than it did in the previous two hundred,» says one Zurich-based family office executive
02/11/2019
Former Citibank CEO moves to DBS Bank
Ms Tan Su Shan, who is currently heading DBS’ institutional banking division, used to be region head for Singapore, Malaysia and Brunei for Citi Private Bank.
02/11/2019
President of Evercore Wealth Management announced
Jeff Maurer said, "I have worked with Chris Zander for 25 years and know that as President of both Evercore Wealth Management and Evercore Trust Company he will help us continue to grow while never losing sight of our values."