10/17/2023
Ex-Casterbridge Top 30 star resurfaces at Coutts
Jonathan Smith has joined the private bank to take on his first role since exiting Casterbridge in August.
10/17/2023
Jonathan Smith has joined the private bank to take on his first role since exiting Casterbridge in August.
10/16/2023
The move rewards Dan Coral and Rory Farquharson for their valuable contributions to the firm’s growing US hub.
10/16/2023
Heller isn't the first Credit Suisse banker to follow in Fehr's wake.
10/16/2023
Melanie Baltic has joined Alpen Partners’ private client services team.
10/16/2023
Calibrium has appointed Philippe Leuenberger as a managing director in Zurich.
10/16/2023
Julien Deronzier has joined SG M&R, which is part-owned by Société Générale.
10/16/2023
Ana Claver promoted
10/13/2023
Stephanie Zwick was also a member of the executive committee before she left in September.
10/13/2023
She will be interacting with clients and advisers, while also acting as a media spokesperson for the business on investment matters.
10/13/2023
Danny Szabo joins 7IM as an intermediary relationship manager focusing on the Thames Valley region.
10/13/2023
'A massive loss'
10/13/2023
Callum Wells
10/12/2023
Revealed: Mark McMullan joins Canaccord Genuity Wealth Management as investment director after a decade with Atomos.
10/12/2023
Dominik Fischer has been working for Helvetica for five years and has been Head Investment Management and member of the extended management since January 2023.
10/12/2023
Gadd will focus on driving growth in the region; Brings 25 years of industry experience including a strong track record of success at Cohesity and Hitachi Vantara
10/12/2023
Tom Becket and Richard Champion have been appointed joint CIOs at Canaccord Genuity Wealth Management, following a merger of its two investment offices.
10/12/2023
The team is organized to cover the entire fixed-income value chain
10/12/2023
Individual management teams will continue to be responsible for the operational business of the respective divisions.
10/12/2023
Lombard Odier has appointed Julien Gautheret as a desk head in Geneva.
10/12/2023
He is based in Geneva.