Lombard Odier Hires Coutts’ UHNW Head

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  Lombard Odier Private Bank has appointed Mike Edlinger as senior portfolio manager.Edlinger joins the London team after 20 years with Coutts & Co, where he was head of ultra-high net worth portfolio management. He was responsible for investing both onshore and offshore global discretionary and advisory portfolios. He was also a member of the investment…

Julius Baer Hires Ex-Barclays W&IM Managing Director

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EXCLUSIVE: Julius Baer Hires Ex-Barclays W&IM Managing Director Julian Cooper, a former managing director at Barclays Wealth & Investment Management, has joined Julius Baer International as senior client relationship manager. Cooper, based in London, left Barclays Wealth & Investment Management earlier this year after 23 years there. During his time at Barclays, he led the entrepreneurs team and served…

Lombard International Outlines Global Growth Plans

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Lombard International Outlines Global Growth Plans A number of reports have highlighted that the growth of the global high net worth market has fueled demand for life insurance products, particularly among individuals and families with complex estate and tax planning needs. One player in the space that has cropped up frequently in recent months is Lombard…

Falcon Private Bank COO Joins Avaloq

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Falcon Private Bank COO Joins Avaloq Avaloq, the provider of wealth management technology, has appointed new leadership for its Swiss business process outsourcing centre. Tobias Unger, the chief operating officer and deputy chief executive of Falcon Private Bank, will join Avaloq in October as CEO of Avaloq Sourcing in Switzerland and Liechtenstein. Unger joins after six years…

UBS said to make cuts to private banking in Singapore

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UBS has cut a handful of private bankers from operations in Singapore and Hong Kong in recent weeks including a senior catering for the super rich in Southeast Asia, two people familiar with the matter said. Reuters reports that the bankers who have departed include Joseph Poon, head of UBS Wealth Management’s ultra-high net worth for Southeast Asia, one…

Lux group ups UHNW expansion with Swiss bank purchase

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Luxembourg-based Banque Havilland has acquired Swiss bank, Banque Pasche in a push to expand its reach to ultra-high net worth individuals. Following the completion of the acquisition of Banque Pasche’s share capital, the bank will be renamed Banque Havilland (Suisse) S.A. This purchase comes just three months after the Luxembourgese bank acquired Banco Populare Luxembourg S.A. Approved…

Lux group ups UHNW expansion with Swiss bank purchase

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Luxembourg-based Banque Havilland has acquired Swiss bank, Banque Pasche in a push to expand its reach to ultra-high net worth individuals. Following the completion of the acquisition of Banque Pasche’s share capital, the bank will be renamed Banque Havilland (Suisse) S.A. This purchase comes just three months after the Luxembourgese bank acquired Banco Populare Luxembourg S.A. Approved…

Regions names new leader of private wealth management

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Regions Bank’s high-net-worth wealth management unit has a new boss. Kate Randall Danella, an executive recruited in 2015 to motivate the bank’s wealth management business groups to work together, succeeds Anne Copeland who left Regions to pursue executive coaching opportunities, the bank announced on Tuesday. As head of Private Wealth Management, Danella will lead a team…