Change At The Top Of EFG International

EFG International, the Zurich-listed wealth management house that has bulked up from its acquisition of fellow Swiss-based private bank BSI, has appointed a new chief executive to replace Joachim Straehle, who has announced he is retiring at the end of this year. The new CEO is Giorgio Pradelli, who has been chief financial officer. Succeeding…

The head of Morgan Stanley’s international wealth management team, James Jesse, has left the firm

The head of Morgan Stanley’s international wealth management team, James Jesse, has left the firm, a spokeswoman said on Friday. Colbert Narcisse, who led product strategy and development in Morgan Stanley’s investment solutions division, will replace Jesse, according to a firm memo and Morgan Stanley spokeswoman Christine Jockle. Narcisse joined Morgan Stanley’s investment management division…

Lombard Odier Hires Coutts’ UHNW Head

  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

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

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

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…