12/01/2023
UBS Sees More Senior Private Banker Departures in Hong Kong
The exits add to other recent senior departures, including Credit Suisse wealth veteran Rickie Chan, who is poised to join Bank of Singapore.
Executive Moves
12/01/2023
Brooks Macdonald London head exits
George Bromfield is believed to be moving to rival Waverton, according to sources.
12/01/2023
RBC Wealth Management recruits $337M team in Memphis
We are thrilled to welcome this talented team to RBC Wealth Management.
11/30/2023
Changes in Kessler's management and appointment of two new division managers
Yves Krismer and Martin Rohrbach will be appointed members of Kessler's management board as of January 1, 2024.
11/30/2023
New Rathbones Unit Trust CEO leads rebrand
The firm will now be known as Rathbone Asset Management as new boss Tom Carroll positions the business for the future.
11/30/2023
Liontrust to merge sales teams to 'meet changing client base'
It comes after Liontrust's chief executive John Ions admitted the firm's failed takeover of Gam would lead to restructuring.
11/29/2023
T. Rowe Price Adds Distribution Duo in Asia
Prior to joining T. Rowe Price, Leung held distribution and business development roles at Ninety One, Janus Henderson Investors, and BOCI Prudential Asset Management.
11/29/2023
Ex-CS Executive Joins StanChart as Head of DPM
In the new role, Furer will oversee the bank's chief investment office fund and flagship portfolios business, customized mandates and asset allocation solutions.
11/29/2023
ABN AMRO appoints John Heijning (41) as Head of Investor Relations
John is currently Head of Mobility & Manufacturing and a member of ABN AMRO’s Corporate & Institutional Clients management team.
11/29/2023
BLKB Bank Council: organizational changes
The new members will be elected by the government council and is scheduled for spring 2024.
11/29/2023
JM Finn appoints new non-executive directors to its board
JM Finn chair Steven Sussman said: “We are delighted to have made these appointments.
11/28/2023
Canaccord Genuity hires Charles Cohen as head of wealth management for Jersey
Cohen has been with the company since 2016
11/28/2023
Churchill Asset Management brings on senior investment strategist
It is a new position
11/28/2023
HSBC Hires Ex-UBS NRI Private Banker
Prior to that, he worked at Credit Suisse for nearly a decade, last as a team head for non-resident Indians (NRI).
11/28/2023
LGT Wealth Management cements stewardship push with global lead appointment
Archer will head up LGT's global stewardship initiatives
11/28/2023
Schroders Appointment of Non-executive Director
He will also join the Nominations Committee and the Audit and Risk Committee.
11/28/2023
GKB poaches new head of institutional clients from Credit Suisse
Jon Fardi Pitsch was previously deputy head of eastern Switzerland at Credit Suisse.
11/28/2023
Ex-AllianzGI star Winkelmann and team join AllianceBernstein
Five-strong unit that left the German group last month will now set up at the US company from the start of next year.
11/28/2023
Canaccord regional boss takes top Jersey wealth post
Charles Cohen will replace Ryan Harrison as head of Canaccord Genuity Wealth Management’s Jersey arm.
11/28/2023
Evelyn Partners continues expansion of Cambridge office with two senior hires
Mark joins Evelyn Partners from KPMG where he was Audit Director.