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Executive Moves

02/26/2025

Former Credit Suisse Top Manager Joins Swiss Private Bank

Philipp Wehle will become a partner at Swiss Private Client Bank at the beginning of March 2025

02/26/2025

Schwyz-Based Wealth Manager Secures Another Team

The independent asset manager, Alpen Partners, has recruited a new private clients services team.

02/26/2025

7IM appoints north-west business development manager

In her new role, she will work with financial planners across the north-west to identify opportunities for 7IM to deliver tailored investment solutions.

02/25/2025

Jatin Patel joins Barclays UK Executive team

This appointment reinforces Barclays’ commitment to deliver on the bank’s strategy and financial commitments as part of its three year plan.

02/25/2025

Aargauische Kantonalbank: Change in Management

Evelyn Meier will take up her position at the beginning of July 2025.

02/25/2025

Bellecapital International announces new head of compliance

Ex-Vontobel employee, Raquel Fonseca Brito, has joined Bellecapital International as head of compliance.

02/25/2025

Barclays appoints two new senior hires into its Financial Sponsors Group

Isobel van Daesdonk and Scott Willard join Barclays as Managing Directors within the Americas Financial Sponsors Group

02/25/2025

BEA's Jaye Chiu: building Singapore and banking on EAMs

The Hong Kong-based private bank is setting its sights on growing its international market share, while deepening its connectivity to onshore China.

02/25/2025

Skybound Wealth names Spencer Hidge as head of regional performance

He has over 15 years of experience in commercial strategy and business development

02/25/2025

7IM appoints BDM for northwest to support advisers in the region

Snow was previously business development manager for M&G Wealth, based in the north, and prior to that she held the same position for Ascentric.

02/25/2025

Santander PB builds NRI desk with more UBP hires

The bank's recent hiring strategy has focused on UBP's non-resident Indian (NRI) and international talent in the Middle East region.

02/25/2025

Ex-Coutts boss Morley joins UK challenger bank

Michael Morley, who also previously led Deutsche Bank’s UK arm, will join the board of digital-first bank Monument.

02/24/2025

Joseph Gunnar Appoints Anna Stone as Chief Marketing Officer as It Continues Expanding Its Investment Banking & Wealth Management Divisions

She will lead the firm's marketing strategy, brand positioning, and corporate access client engagement initiatives.

02/24/2025

Pictet's Asia philanthropy services head exits

The philanthropy veteran has left the Swiss private bank to join a US-based environmental organisation in Hong Kong.

02/24/2025

Schroders poaches from BlackRock for head of private assets solutions

He will be tasked with designing and managing private markets solutions for clients.

02/24/2025

Zwei Wealth announces new head of platform development

Martin Lutz joins Zwei Wealth from Netcetera in a move designed to progress its digitalisation strategy.

02/24/2025

Capital Group appoints Head of Client Relations for Europe

She will work with the leaders of Capital Group's key clients across Europe while driving the firm's strategic client initiatives in the region.

02/21/2025

FNZ Appoints Aashish Kamat as Group Chief Financial Officer

The appointment strengthens FNZ’s leadership team and supports the delivery of sustainable long-term growth.

02/21/2025

CaixaBank's Board of Directors proposes the appointment of five new directors

These five nominees proposed by the Board of Directors will replace the former chairman of CaixaBank, José Ignacio Goirigolzarri

02/21/2025

Alpen Partners hires portfolio management trio from rivals

The independent asset manager, Alpen Partners, has recruited an experienced portfolio management and trading trio from its rivals.

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