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Tricia Rothschild Departs Apex Ahead Of Firm s Public Listing

Tricia Rothschild Departs Apex Ahead Of Firm s Public Listing
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ON THE MOVE: Credit Suisse Hires Joanne Hannaford; Apex Adds Andy Lientz

Traders Magazine Credit Suisse Group has appointed Joanne Hannaford as Chief Technology & Operations Officer and a member of the Executive Board of Credit Suisse Group, effective January 1, 2022. Hannaford joins from Goldman Sachs, bringing deep technical expertise, creativity and strong leadership acquired in a global setting over the past three decades. She will be based in Zürich and report directly to the Group CEO, Thomas Gottstein. James Walker, the current Chief Operating Officer, will continue in his role until the end of the year. As of January 1, 2022, Walker will become the deputy CEO of Credit Suisse Holdings (USA) and be based in USA for family reasons.

FTRC rolls out adviser software information hub

FTRC rolls out adviser software information hub By Jean-Baptiste Andrieux 26 FTRC is launching a new information hub on its website AdviserSoftware.com. It will provide financial advisers, wealth managers and mortgage brokers with information on technology. The technical service provides analysis on the software available to advisers alongside insights into functionality comparison between systems. It also gives information about the value that different technologies can add. The site will roll out 18 specialist areas over the coming months, with six of them available as of today. They include: wealth practice management systems, mortgage practice management systems, client portals, personal financial management, risk profiling, financial planning, cash flow modelling and retirement planners.

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