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Executive Moves

10/10/2024

Zurich investment boutique gets new sales manager

Martin Künzler was appointed Chief Sales Switzerland and member of the management team of Arete Ethik Invest .

10/10/2024

J.P. Morgan Asset Management Hires Justin Heller to Join Net Lease Strategy for Real Estate Americas

J.P. Morgan Asset Management Hires Justin Heller to Join Net Lease Strategy for Real Estate Americas

10/10/2024

Evelyn Partners bolsters Northern tax team with senior Leeds-based appointment

Based in Evelyn’s Leeds office, Vanessa will also work with tax teams in Evelyn Partners’ Harrogate, Manchester and Newcastle offices on all aspects of private client tax and succession issues.

10/10/2024

Northern Trust hires Gottesman, Urick to bolster wealth management sales

New strategic hires announced for wealth management team.

10/09/2024

Marc Brodard joins as Chief Client Officer

Marc brings to Bonhôte a wealth of experience in domestic client management and a strategic vision honed over the course of an eventful global career.

10/09/2024

Franklin Templeton: New Sales Manager for the Swiss business

Before joining Franklin Templeton, Tobler spent over six years in sales at Morgan Stanley in Zurich

10/09/2024

Savant reorganizes exec team, promotes new wealth head

Kevin Hrdlicka has become Savant's head of wealth, filling the shoes of former chief advisory officer Chris Walters, who departed the firm earlier this year.

10/09/2024

BNP Paribas WM Nets Former CS Managing Director

Prior to that, he also held managerial positions at EFG Bank.

10/09/2024

Eliseo Graziani named deputy CEO of Edmond de Rothschild (Europe)

In his new role, he will support the company’s “growth agenda” in Luxembourg, Belgium, Spain, Portugal and Italy.

10/09/2024

Bank of Singapore Expands Operations Team

Prior to his latest role, he was the global head of financing technology and head of APAC wealth technology at Credit Suisse.

10/09/2024

Anna Sauvarin joins Oak Group as Chief People Officer

With more than 20 years’ experience in human resources and commercial roles

10/09/2024

Finra board chair Noll takes the lead as CEO of digital wealth firm

Industry veteran says digital transformation is firm's big opportunity.

10/08/2024

Easterly Asset Management Appoints Tom Aitken and Peter Mastropietro as Senior Vice Presidents of Private Market Sales

Appointments to further expand access for private wealth and institutional investors to Easterly’s growing portfolio of Alternatives Solutions

10/08/2024

Barclays continues to invest in the UK appointing senior industry leader as Head of Private Bank and Wealth Management UK

Bringing together these businesses under a single leader will enable a full spectrum of services to be provided to clients in the UK

10/08/2024

Barclays appoints Bradley Rogoff as Global Head of Research

He joined the firm in 2002 and currently serves as the Head of FICC Research

10/08/2024

Son of Malaysia’s Richest Joins DBS Hong Kong’s Board

DBS Hong Kong has appointed Kuok Khoon Hua as a member of its board of directors

10/08/2024

Alice Bischoff becomes new Head of Products & Marketing at Migros Bank

She succeeds Rolf Knöpfel

10/08/2024

Jupiter Fund Management has announced that Alex Savvides has started in his role as Lead Investment Manager, UK Equities

Alex has over 20 years investment experience

10/08/2024

Bank Syz makes key hires from Deutsche, Julius Baer and HSBC in revamp

Bank Syz has named a new co-head of wealth management in its recent front-office restructuring.

10/08/2024

Stonehage Fleming Appoints Carolyn Bell As Deputy Portfolio Manager for Flagship Global Best Ideas Equity Strategy

Prior to Aegon Asset Management, Carolyn spent five years as an Investment Analyst at Baillie Gifford.

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