08/25/2023
UBP gets new managing director from Credit Suisse as part of double hire
Relationship managers Nicolas Kaufmann and David Lanzilao have left Credit Suisse to take up new posts at the Geneva-headquartered bank.
08/25/2023
Relationship managers Nicolas Kaufmann and David Lanzilao have left Credit Suisse to take up new posts at the Geneva-headquartered bank.
08/25/2023
13-year career
08/25/2023
UBS announced three rounds of job cuts, with the first coming in July and further rounds expected in September and October.
08/24/2023
The move came on the back of a challenging period for the firm. A
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.