08/07/2023
New Head of Compliance for Canaccord Genuity Wealth International
She has worked at Canaccord in the Isle of Man for six years and is co-lead of the Canaccord Genuity Working Family Network.
Executive Moves
08/07/2023
Rothschild & Co hires Alex Mironov and Matthew O’Donnell as Managing Directors in North America
Senior hires bolster the firm’s Healthcare team in the Northeast region of the United States
08/04/2023
Ex-JPMorgan Executive Garcia Joins Azura in US Wealth Push
Jerry Garcia previously helped lead JPMorgan’s private bank for Latin America.
08/04/2023
Wealth adviser joins Grinnell Wealth Management
She enjoys digging deep into the complexities that small businesses face such as retirement plans, tax-efficient strategies, and succession planning.
08/04/2023
Co-founder of recently closed Parisian boutique joins Exane AM
Cyril Bertrand arrives at the French firm following the winding up of Phileas Asset Management last month.
08/04/2023
Fidelity veteran retires after 21 years, leaving €1.4bn fund
Finance and banking equity stalwart Sotiris Boutsis steps away after two decades with the firm, Citywire Selector has learned.
08/04/2023
Stifel adds new flagship offices and $673M AUM with three advisory teams
The firm's new additions boost its total assets under management to more than $6.5B.
08/03/2023
EFG Nets Bankers From Credit Suisse, Haitong
All three previously worked at Credit Suisse with Cheung last serving as a Greater China market team leader.
08/03/2023
Alice De Lamaze Departs from Pictet Asset Management; Marien-Baptiste Pouyat Steps In
Marien-Baptiste Pouyat has assumed the role of lead manager for the Pictet-Human fund, replacing De Lamaze
08/03/2023
Iress expands Wealth team with Chief Customer Officer and Chief Operating Officer
Prior to joining Iress, Ms Willmer held leadership roles at BT Financial Group, as well as within a number of advice practices.
08/03/2023
Aviva Investors hires head of UK global wealth from HSBC AM
Smera Ashraf will be working with intermediaries, DFMs and financial institutions
08/03/2023
Nomura to hire over 40 private bankers in Asia, Middle East - senior exec
The business currently employs 91 private bankers in Singapore, Hong Kong and Dubai to serve affluent clients in Greater China, Southeast Asia and the Middle East
08/03/2023
Senior Associate Lawyer Announcement: Lionel Patrick Serex, Esq., LL.M., MBA joins LINDEMANNLAW
Your LINDEMANNLAW law firm in Zurich continues to strengthen its team with judicial and regulatory senior experience.
08/03/2023
Adam Harrison joins fintech Fundpath as Chief Growth Officer
Prior to that, he was a founder of World Golf Group
08/03/2023
HSBC employs head of global private banking for South Asia
Tommy Leung has been appointed by HSBC as head of global private banking, South Asia, with effect from October 19, 2023.
08/02/2023
Nuveen Switzerland head joins Franklin Templeton
Christian Leger has assumed the distribution head role for Switzerland, replacing outgoing Patrick Lutz.
08/02/2023
Goldman Sachs' head of partner family office Opoku to leave
Opoku adds to a string of recent departures of senior executives at Goldman Sachs.
08/02/2023
Artemis appoints GAM portfolio manager for Global Select Fund
Swetha Ramachandran will co-manage the Artemis Global Select fund
08/02/2023
Distribution head promoted to CEO at Acclaim Wealth
Prior to this, he was a financial planner for Aware Investment Management.
08/02/2023
René Deplazes returns to UKB
With René Deplazes, a proven expert in private customer business and the canton of Uri is returning to his roots.