09/18/2023
Barclays Welcomes Asia Private Banking Head in Mumbai
Sandeep Das, head of private clients in India, will leave the bank to pursue another opportunity.
Executive Moves
09/18/2023
EFG International opens a Financial Service Office and appoints Joseph Wolf as CEO in Israel
Joseph Wolf has been appointed as CEO of EFG Wealth Management (Israel) Ltd., reporting to Franco Polloni, Head of Switzerland & Italy Region of EFG.
09/18/2023
Van Lanschot Kempen IM adds two PMs to sustainable equity strategy
Huub van der Riet and Chong Peng join the Netherlands-based firm
09/18/2023
Former Richardson Wealth co-founder takes new role at US firm
Andrew Marsh will drive expansion of tech-focused firm aimed at wealthy clients of RIA firms
09/15/2023
Julius Baer announces appointment of Group Head Greater China
The move is part of Julius Baer's strategy to enhance its presence in the Greater China market and indicates the bank's focus on strengthening its team to support its business growth.
09/15/2023
Goldman Sachs’ Adam Siegler to Lead Firmwide RIA Strategy
Street firm says it’s doubling down on serving registered investment advisors.
09/15/2023
Van Lanschot Kempen strengthens Sustainable Equity strategy with appointment of Huub van der Riet and Chong Peng
With these appointments, Van Lanschot Kempen further commits to its investment strategy that focuses on investing in high-quality companies that are demonstrably committed to the transition to a sustainable economy.
09/15/2023
Credit Suisse relationship manager duo heads for Vontobel
Lionel Iso and Alexandre Brantus have joined Vontobel in Geneva.
09/15/2023
United big bankers at the head of the Bankers Association
It is still unclear how the loss of CS will affect the association financially.
09/15/2023
Artemis unveils plans for new consumer brands fund
Artemis has announced its intention to launch a new global equity strategy to tap into the investment potential of changing consumer demands for leading brands.
09/15/2023
Atomos poaches Fidelity advice policy head
Dawn Mealing joins as financial planning business manager after six years at Fidelity International.
09/14/2023
Abrdn hires new head of institutional and global solutions from US giant
Some of his responsibilities will include managing consulting actuary relationships
09/14/2023
Holborn Assets appoints Ostrick and hires 25 advisers
To meet demand for golden visas
09/14/2023
UBS Hires Award-Winning Portfolio Manager
Hoffmann-Burchardi joins UBS from Tudor Investment Corporation, where she worked as a senior partner.
09/14/2023
Brown Shipley appoints new CFO
He will bring more than two decades of experience to the firm founded in 1810
09/14/2023
Benchmark strengthens Executive Leadership Team
This appointment highlights the increased collaboration, integration and shared growth objectives for Benchmark and Schroders in the UK, as well as the overall ambitions for Benchmark’s continued strong growth in the adviser market.
09/14/2023
Syz eyes RM hires and acquisitions as it pushes ahead with growth plan
Head of private banking at the group, Nicolas Syz, sees growth in the Middle East, LatAm and Swiss markets.
09/14/2023
Northern Trust Appoints Senior Managing Director of Wealth Advisory Team and Ultra High Net Worth Practice Lead for East Region
In his role as a Senior Managing Director, Donovan will lead one of Northern Trust's wealth advisory teams in the Northeast Region
09/14/2023
Investec appoints new Channel Islands Chief Executive Officer
Jane Niles joined Investec in 2016, initially leading the Corporate and Family Office segment, and more recently, acting as Head of Offshore Real Estate and Head of Lending.
09/14/2023
Michelle Tring Appointed as Group Director for Affinity Private Wealth
Her dedication to client satisfaction and wealth preservation aligns entirely with Affinity Private Wealth's core values.