12/13/2022
Julius Baer snaps up Credit Suisse duo for London office
Patrick Wilson and Ryan Perry join Julius Baer International from Credit Suisse as relationship managers.
Executive Moves
12/13/2022
Janus Henderson multi-asset manager Cheeseman departs
Five years at the firm
12/13/2022
Ocorian recruits Managing Director for the Netherlands
His experience includes senior roles at Vistra Netherlands
12/12/2022
We’ve appointed David Rego as Global Head of Payments
In this role, David will drive the transformation of the Bank’s payments business and lead the team in the creation of market-leading solutions that meet the evolving needs of clients.
12/12/2022
Standard Chartered appoints Client Coverage head for Asia
He joins Standard Chartered on 1 March 2023.
12/12/2022
Portfolio manager exits Van Lanschot Kempen for Top 50 IAM
Danny Wemmenhove specialises in private markets and ESG.
12/09/2022
Jupiter appoints head of equities as it pushes ahead with split CIO role
Kiran Nandra-Koehrer joins
12/09/2022
Geneva AM makes three hires as part of expansion
Iteram Capital was established in 2015 and holds a Finma licence.
12/09/2022
Canaccord Genuity Wealth Management appoints Jo Jehan as Guernsey stockbroker
Jo brings to the firm 30 years of experience as an advisory stockbroker and qualified investment adviser for intermediary clients and high-net-worth individuals.
12/08/2022
Bank of America Adds Managing Director, Family Office Strategist
In the newly created role, Harsh Agarwal will deliver family office solutions to ultra-high-net-worth families in partnership with private bank-private client advisors and client teams.
12/08/2022
Elon Musk has hired two of his cousins to work at Twitter
Andrew Musk is working on software-engineering projects, while James Musk is "a fixer type."
12/08/2022
Tim Murphy leaves Morningstar after 17 years upon restructure
An internal restructure of Morningstar’s investment team has led to the immediate exit of its longstanding director of manager research Apac.
12/08/2022
Senior Compliance appointments at Alex Picot Trust
Mr Gill has over 10 years of experience including eight years with a multi-jurisdictional trust and funds businesses
12/08/2022
Shard Capital names CFO
He joins the wealth manager from Permira
12/08/2022
Barclays appoints Global Head of Shareholder Advisory
He joins Barclays from Lazard, where he was global head of the Shareholder Advisory group, which he founded in 2013, and also served as the head of the renewable energy team in the Power, Energy & Infrastructure group.
12/08/2022
Barclays announces updates to Group Executive Committee
All three changes will be effective from 1 February 2023. Mark, Alistair, and Vim will work closely together to ensure a seamless transition.
12/08/2022
A New Mandate for Former UBS und HSBC Executive
In 2019, he founded Winsight, a company specializing in corporate and management consulting and board of directors mandates.
12/08/2022
Zurich family office partner exits as advisor joins from Lombard Odier
There are arrivals and departures at Nahmani Grunder, while Lombard Odier hires a business developer for its external asset manager team in Zurich.
12/08/2022
Unigestion's CEO to exit after 32 years
The firm has appointed head of private equity, Christopher de Dardel, as Fiona Frick's successor.
12/07/2022
Wave Financial hires Harumi Urata-Thompson as CFO
She will be responsible for building out Wave’s financial operations infrastructure and back office solutions to better service the team’s institutional and high-net-worth clients.