PBI Switzerland Awards winners announced

Private Banker International Switzerland Awards were announced on Wednesday at a ceremony in Zurich. These awards are an extension of the well established Private Banker International London Awards and Global Awards that took place in Singapore in October These awards are designed to identify leading institutions that are setting new standards in private banking and wealth…

J.P. Morgan Private Bank new hires expand firms reach to clients in Belgium, the Netherlands, Luxembourg, and Nordic countries

J.P. Morgan Private Bank today announced a new fleet of recently hired advisors that will help expand the firm’s reach to ultra-high net worth clients in markets of growing importance to the firm. David Agie de Selsaeten joins the firm as Managing Director and senior Banker and will lead on new client acquisitions, while providing…

Credit Suisse’s Luxembourg CEO exits

The chief executive officer of Credit Suisse (Luxembourg), Stéphane Herrmann, has left the private bank after two years in the role. His departure, which was first reported in the Swiss press, was confirmed to Citywire Selector by a spokesperson for the firm.   Herrmann has also relinquished his role as market leader Luxembourg IWM. The…

People moves: Jacquot to lead Edmond de Rothschild’s real estate business

Edmond de Rothschild – The asset manager has placed its three specialised real estate subsidiaries under a single management and appointed Pierre Jacquot to lead the business. Jacquot has joined the asset management executive committee. Jacquot will be responsible for strengthening synergies between the €10bn real estate business as well as for convergence with other asset management and private…

Broadridge and UBS Americas to Redefine Wealth Management Technology in North America

NEW YORK, N.Y. – Oct. 25, 2018–Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, and UBS (NYSE:UBS), the world’s largest wealth manager, today announced an innovative strategic partnership where UBS Wealth Management USA will be the anchor client on Broadridge’s new wealth management industry platform. The Broadridge Wealth Platform is a next-generation open platform that will…