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Executive Moves

05/10/2024

Quilter hires Fairstone’s chief product officer for tech role

Adam Smith has rejoined Quilter network as a programme director following five years at Fairstone.

05/09/2024

$500m Morgan Stanley int’l advisor moves to indie shop Activest

Eduardo Brender caters to clients in the US, Mexico and Venezuela and been with the wirehouse for almost a decade.

05/09/2024

CEO of VP Bank Group resigns

Paul Arni will continue to be available as a consultant during this transition phase.

05/09/2024

Former Citi banker moves to Morgan Stanley PWM

A former banker who covered the ultra-high-net-worth segment at Citi Private Bank has moved to Morgan Stanley's Greater China team.

05/09/2024

Integrated Partners Promotes Andree Mohr to President

The move will allow CEO and founder Paul Saganey to focus on coaching the firm’s advisors working with higher-net-worth clients.

05/09/2024

HSBC GPB hires investment banker in UHNW team

Colvin Lok has been appointed managing director in HSBC Global Private Bank's ultra-high-net-worth team, based in Hong Kong.

05/08/2024

Rob Kaplan Rejoins Goldman Sachs as Vice Chairman and Member of the Management Committee

In addition, Rob will focus on mentoring, leadership development, and the firm’s culture, working with our people across all levels and around the world to help further develop and advance their careers.

05/08/2024

Investec Names Michael Miller As Head Of Private Credit Management In Direct Lending Expansion

Miller will play a crucial role in setting up the team

05/08/2024

BNY Mellon Hires Senior Nomura Executive

He will be responsible for leading BNY Mellon’s Japan business and join the Asia Pacific leadership council as a member.

05/08/2024

Julius Baer International creates new senior role for UNHWIs and hires three managers

Stefano Lupi joins from Pictet as head of cross assets markets UK

05/08/2024

Oppenheimer Expands Its Investment Banking Capabilities with the Hires of Dmitry Gladkov and Konstantin Derkatschew

Highly experienced, London-based bankers to lead firm's newly established Capital Markets Group focused on Emerging Markets.

05/08/2024

Zurich independent asset manager expands partnership

Christian Fäh joined Privus in 2022 and was promoted to partner last month.

05/08/2024

Arbuthnot Latham appoints Amit Modha as Director

His expertise lies in crafting bespoke investment solutions, as well as structuring intricate UK real estate lending and asset-backed lending.

05/07/2024

Chase Buchanan Wealth Management Announces the Appointment of New Head of Global Sales

Wealth management specialists, Chase Buchanan, confirms that Darren Fletcher has been appointed as the new Head of Global Sales

05/07/2024

LatAm multi-family office Criteria’s wealth management director exits

Maria Noel Hernandez had been at the group for nine years and is leaving to pursue a new career opportunity.

05/07/2024

Santander Hires Private Bankers to Target Wealthy Clients in Miami, Mexico

Most hires have been at Santander’s Miami and Mexico units.

05/07/2024

UBP’s North Asia Head Retires

He also worked at Citi for eight years.

05/07/2024

Julius Baer Expands Asia-Focused Switzerland Team with New Senior Hire

This strategy primarily addresses the diversification needs of clients’ booking centers, especially amid rising geopolitical tensions.

05/07/2024

Jack Siu Joins Lombard Odier as Head of Discretionary Portfolio Management for Asia

Lombard Odier confirmed the appointment through a spokesperson.

05/07/2024

Schroder Investment Solutions CIO Alex Funk exits for PortfolioMetrix

Funk will join PortfolioMetrix as head of investments in August, replacing Nic Spicer who is leaving to pursue a degree at Imperial College.

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