07/09/2024
UBS Hires Private Wealth Management Team in Westlake Village, CA
They focus on serving the complex needs of ultra-high-net worth clients
Executive Moves
07/09/2024
Strotbek Announces Another High-Profile Addition
Jan Hendrik Novotny is moving from IntReal to Strotbek to become COO
07/09/2024
Evelyn Partners continues Surrey expansion with financial planner appointment
Prior to that she was advising at Saunderson House (part of Rathbones Group) focusing on clients who were Partners of the Big 4 accountancy firms.
07/09/2024
Saffery Trust announces six promotions in Guernsey
The promotions include Guernsey’s Rory Jones appointed as Manager in the Digital Asset and Cryptocurrency team, which has more than doubled in size since its formation.
07/08/2024
Bank Julius Bär Deutschland appoints CEO as of 2025
His appointment is still subject to approval by the supervisory authorities.
07/08/2024
BNP Paribas Securities Services Unveils Senior Appointment
In the role, she will report locally to Franck Dubois, head of APAC for securities services and globally to Arnaud Claudon, global head of asset owners & asset managers client lines, securities services.
07/08/2024
Randel Freeman joins GAM to co-lead buildout of GAM alternatives capability to meet increasing investor demand
Randy has over 30 years of experience in the global hedge fund investment management industry, having managed a range of alternative investment funds and managed accounts during his career.
07/08/2024
Allfunds installs head of operations and chief data officer
Paola Rengifo joins as Head of Global Operations in Madrid.
07/08/2024
Private banker Reichmuth expands Germany team again
This is the second expansion within a short period of time.
07/08/2024
HIGHVERN strengthens corporate services team with new senior hire in jersey
HIGHVERN provides comprehensive corporate services, supporting clients from the pre-transaction or incorporation stage through establishment, ongoing administration, and reporting, to mergers/acquisitions and reorganisation.
07/08/2024
Westminster Asset Management appoints Investment Director
Prior to joining Westminster, Matthew was a part of Canaccord Genuity.
07/08/2024
Apex Group appoints new Head of Private Clients and Family Office
Katie Baxter has joined Apex from the Jersey office of the leading offshore law firm Ogier.
07/08/2024
SCB appoints Mr. Peerapong Jirasevijinda as First Executive Vice President, Head of Private Banking to lead wealth management growth
Wearing his new hat, Mr. Jirasevijinda's key mission will be to lead SCB PRIVATE BANKING, the Bank's wealth management arm and a core business operating under the "Digital Bank with a Human Touch" strategy.
07/05/2024
Another prominent departure from Syz
Now the Syz family's institute has to mourn another important departure: Gabriel Aractingi, Head of Middle East, has left the bank
07/05/2024
Investec W&I portfolio head exits after nearly two decades
Jon Walker departs to pursue opportunities ‘outside of the industry’, leaving co-portfolio head Fraser Ford to oversee the integration with Rathbones.
07/05/2024
M&G drops Liontrust UK strategy from MPS after manager upheaval
Manager and style change mean the strategy can no longer be a ‘core’ UK fund in M&G portfolios, says the wealth manager’s Shanti Kelemen.
07/05/2024
Deutsche Bank starts cutting jobs at Numis after merger
It is understood that the cuts have impacted a number of senior brokers.
07/05/2024
A-rated strategic bond manager exits Fidelity International
He joined Fidelity in 2006
07/05/2024
UBS appoints Hong Kong asset management head
Chris Yiu also serves as head of client coverage wealth management and wholesale in China and Hong Kong.
07/05/2024
National Bank finds new head for the media office internally
He will take up his post at the beginning of August 2024.