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Executive Moves

07/15/2024

Evelyn Partners appoints Charlotte Platts to drive Financial Planning growth in Northern England, Scotland and Northern Ireland

Charlotte has also held senior roles at HSBC Private Bank and Investec.

07/15/2024

Rathbones hires investment director from Evelyn

Richard Robson joins Rathbones after an eight-year stint at Evelyn Partners.

07/15/2024

Invesco announces four promotions in the UK team

Tom Banks has been promoted to head of UK ETFs and will join the UK distribution management team.

07/15/2024

Burberry Replaces CEO and Rethinks High-End Luxury Strategy

Luxury slowdown persists, forcing Burberry to pause dividends

07/15/2024

Appoints Andreas Argyrides as Executive Director and Senior Analyst Covering the Biotechnology Sector

Expanding the Depth and Breadth of Oppenheimer’s Biotech Equity Research

07/12/2024

Regions Bank Names Connie Rogers as Regional Wealth Executive for Texas

Rogers brings 25-plus years of industry experience to regional executive role.

07/12/2024

Wealth Club hires Parmenion fund selector Stell

He joins as an investment manager

07/12/2024

Barbara Stam appointed as CEO of ABN AMRO Asset Based Finance

Barbara brings a broad background in commercial, risk management, restructuring, and credit domain related leadership positions.

07/12/2024

Bordier Nets Former Lombard Odier Executive in Singapore

She also worked at Société Générale and Barclays.

07/12/2024

UBS wealth manager joins Rothschild & Co

Alonso Pastor joined the firm in June as a client executive in the Zurich wealth management division.

07/12/2024

Zug family office rebrands and hires investment MD

GVO Asset Management has rebranded as GVO Advisory.

07/12/2024

Rothschild & Co hires Brandon Aebersold and Parry Sorensen as Managing Directors in North America

Senior hires bolster the firm’s Restructuring team in the United States.

07/12/2024

LGT Wealth hires Evelyn duo and UBS director for new office

Dharmesh Parmar, Adam Parker and Fahim Amdani have joined LGT Wealth Management's Manchester arm, which was set up by three Evelyn alumni earlier this year.

07/12/2024

RBC unveils executive leadership shuffle

The bank’s decision to split its personal and commercial banking divisions was one driver, as was simplifying work flows

07/12/2024

Jeremy Parlons to head DBS Private Bank's UK market wealth management

At DBS, Parlons will lead a new wealth management office, which will cater to ultra high networth clients looking to invest in Asia.

07/11/2024

Raffles Family Office hires COO from RBC

Terence Chow was most recently CEO of wealth management in Asia at Royal Bank of Canada.

07/11/2024

UBS: Ex-Credit Suisse Manager Appointed as New China Vice Chair

In other words, she will become the China vice chair of UBS’s securities venture.

07/11/2024

Designated private banking boss will not join LLB

Andreas Gerber has agreed not to replace Urs Müller as head of the retail and corporate banking division, which includes private banking Liechtenstein, Switzerland and Germany.

07/11/2024

Lead PM exits Swiss small- and mid-cap funds as boutique reshuffles

Ronald Wildmann left Serafin Asset Management at the end of June.

07/11/2024

Canaccord Genuity appoints Brewin investment director

Lorraine Armstrong joins as senior investment director

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