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Executive Moves

07/18/2024

Canaccord Genuity Wealth Management appoints Stockbroking Director in Jersey

Ricardo Pereira has a background in private banking and is excited to be joining the Canaccord team.

07/18/2024

Nucleus appoints platform directors to support new platform launch

Both will report to Nucleus Chief Operating Officer (COO), Steve Knight.

07/18/2024

Praxis appoints former Digital Greenhouse lead to strategic project role

Lucy holds a master’s in Education and a postgraduate degree in Innovation and Entrepreneurship.

07/18/2024

Indosuez bolsters GCC presence with hires and unique asset management services

Two senior hires boost Indosuez WM UAE private banking division, while the DIFC welcomes new External Asset Management services.

07/17/2024

Singapore EAM Nets Former Deutsche Bank MD

Raintree is a Singapore-based external asset manager.

07/17/2024

Abrdn’s head of absolute return departs after 18 years

Scott Smith, formerly a portfolio manager on Gars, has left the FTSE 250 asset manager.

07/17/2024

EdenTree poaches Rathbones analyst for European fund

Lauren Smith will join the £743m Responsible & Sustainable European Equity team, after a stint at Rathbones covering global equities.

07/17/2024

HSBC Holdings Plc Georges Elhedery appointed as Group Chief Executive

During his career he has worked in Asia, the Middle East and Europe.

07/17/2024

London & Capital Private Investment Office appoints James Barrie as an Executive Director

James brings nearly a decade of experience working with Ultra High Net Worth (UHNW) individuals and families.

07/17/2024

Another Evelyn director heads for LGT Wealth

Rory Whitmore will leave Evelyn’s Birmingham office in October, after nearly a decade at the firm.

07/17/2024

JPMorgan Executive Leaves to Join Wealth Tech Platform as CIO

Misra, who will be based in New York, will oversee the fund’s investments and will also manage the development of its proprietary valuation technology

07/17/2024

LGT Wealth Management appoints three new members

Amdani joins the firm as a wealth manager with 14 years of financial services experience.

07/17/2024

Crestbridge Family Office Services makes summer promotions

Niki is promoted to Senior Manager.

07/16/2024

Julius Baer replaces retiring fixed income research head Allenspach

Zurich-based Dario Messi moves into senior role.

07/16/2024

Alpha Quest Appoints Shankar Jha as Managing Director, Group Head.

He will manage investments for wealthy and sophisticated families and work on growing the firm's franchise.

07/16/2024

Nedbank Private Wealth appoints new Executive Head of Wealth Management, Simon Gibbons

Simon will report to Stuart Cummins, CEO of Nedbank Private Wealth.

07/16/2024

Generational Shift at Liechtenstein Wealth Manager

The Liechtenstein-based asset manager announced on Tuesday

07/16/2024

Dr. Silvio Hutterli elected to the Board of Directors of Bank Cler

He will also take over the chairmanship of the Audit Committee.

07/16/2024

Amundi appoints head of developed markets strategy

Prior to that, he was head of credit & emerging market research and head of Asia.

07/16/2024

Peter Sleep and David Kerr join family office Callanish Capital

Sleep joins the firm’s London office while Kerr will be based in Glasgow

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