08/24/2023
Lombard Odier poaches senior Credit Suisse private banker
Roland Perruchoud joins as a senior wealth manager and deputy director in Geneva.
08/24/2023
Roland Perruchoud joins as a senior wealth manager and deputy director in Geneva.
08/24/2023
Having served as interim CEO since June, Zandona will step up to lead the next phase of the company’s growth
08/24/2023
In March 2022, Cuhls left the role of CEO of ReAssure but continued to be a member of the Heritage leadership team, with his role evolving to be managing director of ReAssure operations.
08/24/2023
As a result, Alexandra Altinger, chief executive of JOHCM, will leave the business at the end of August.
08/24/2023
In her new role, Magda will manage a team administering complex multi-jurisdictional structures for a range of high and ultra-high net worth international families.
08/24/2023
He has two decades of experience in risk management, governance, and oversight for insurance.
08/23/2023
Appointment of three new independent non-executive directors
08/23/2023
This will include collaborating closely with clients throughout the world to develop and streamline technology and business processes to improve efficiency and enhance customer experience through digital delivery.
08/23/2023
Burgess will lead the independently owned IFA firm’s finance and operational transformation fu
08/23/2023
Working from the firm’s Dublin office, he will lead the team’s Salesforce practice.
08/23/2023
He joins the Geneva-based bank from Credit Suisse, to replace longtime CEO Blaise Goetschin, BCGE announced Tuesday evening.
08/23/2023
LFG Investment Consulting has appointed Antonio Viggiani as a portfolio manager.
08/23/2023
The former CIO intends to pursue a master’s degree in AI and investment strategy.
08/23/2023
This will affect the traditional core business with equity and bond funds, as well as back office jobs.
08/22/2023
Vontobel acquired the business of UBS Swiss Financial Advisers in December 2021, and specializes in the Swiss business with the offshore assets of US citizens.
08/22/2023
The business advisory’s works with individuals, their families, their businesses, investments and related entities at different stages of wealth creation.
08/22/2023
He will work closely with Julius Baer’s operations in the UK and Switzerland.
08/22/2023
Former BoE governor
08/21/2023
Adam Michaels brings two decades of private sector experience to the role, as well as significant regulatory knowhow.
08/21/2023
CFS has also made several internal changes to its team.