05/17/2023
SGKB nominates lawyer for board of directors
Cornelia Stengel specialises in financial market and data protection law.
Executive Moves
05/16/2023
Credit Suisse's Australia Bankers Joins Boutique Advisor
The departing bankers include managing director Adam Reid, vice president Clarence Fok, junior analyst Ashley Low and associate Kevin Tian.
05/16/2023
Evelyn Partners expands West Midlands presence with hiring of new financial planner at Birmingham office
Nick Hathaway is a Chartered Financial Planner and joins from Jerroms Financial Planning, where he has worked since 2018 and where retirement planning and NHS pension work with senior clinicians were areas of specialism.
05/16/2023
Citi appoints Sharad Mohan as Singapore's head of international personal bank
The appointment comes at a time when Singapore has been benefiting from strong inflows from wealthy people amid global economic uncertainty because of the city-state's status as a financial safe haven.
05/16/2023
Private Wealth Advisor Ting O’Connor Joins UBS in San Jose, CA
The team also includes Senior Wealth Strategy Associate Jenny Brummer and Client Service Associate Erica Soriano.
05/16/2023
Private banker leaves Lombard Odier to join Santander
Steve Howarth departs after 10 years in order to take up a new role at the Spanish bank.
05/16/2023
Geneva family office adds Arab Bank veteran to advisory board
Jean Kamitsis brings 43 years’ wealth management experience to NewOak.
05/16/2023
Geneva LatAm private banker departs Credit Suisse
Gustavo Ramos Baron has left the bank after roughly three years where he catered to Brazilian clients from the firm’s desks in Geneva, Switzerland.
05/15/2023
BNP Paribas Appoints Asia Wealth COO
In the role, Kermaidic will be responsible for operations, client life cycle management, finance and performance management as well as IT support and projects.
05/15/2023
Wealth Dynamix Appoints New Sales Manager Steve D’Souza
His appointment reflects the increasing momentum
05/15/2023
Credit Suisse Sponsorships Head Joining Deutsche Bank
He is joining Deutsche Bank in July
05/15/2023
Investec W&I hires Barclays banker as head of entrepreneurs
Marc Wright joins the firm’s private office after 15 years at Barclays, where he most recently worked as a UHNW senior private banker.
05/15/2023
International Wealth Management Firm Insigneo Incorporates Alfredo Maldonado to Lead Its Expansion in New York City
Mr. Maldonado brings 25 years of international wealth management experience
05/12/2023
F.L.Putnam Expands Ultra-High-Net-Worth Offering with Key Hire
Stephanie Bruckner brings 18 years of investment experience with deep family office expertise
05/12/2023
Progeny appoints ‘Chief of Staff to CEO’
In the new role, Freya will expand her responsibility for managing relationships at a senior level, overseeing governance and management information, ensuring effective communication between management tiers and supporting the CEO with strategic thinking.
05/12/2023
BNY Mellon Pershing Appoints Colin Murphy as Chief Commercial Officer in EMEA
In his new role, Colin will lead BNY Mellon Pershing’s commercial teams in EMEA, including Sales, Relationship and Product Management for our businesses in the United Kingdom, Ireland, the Channel Islands and continental Europe.
05/12/2023
Zurich wealthtech firm Swissquant names CEO
Hans Otto Engkilde will help drive Swissquant Group’s expansion into European and Middle Eastern markets.
05/12/2023
Private debt specialist becomes a private banker in Geneva
Miguel Osterroht previously worked for an alternative investments firm in Brazil.
05/12/2023
Maples Group Expands Fiduciary Services Team in Jersey
These strategic appointments reflect continued demand for the establishment of specialist Jersey-domiciled corporate vehicles and management services, within sophisticated cross-border financial structures.
05/11/2023
CIMB Singapore’s private banking head of sales resigns
The bank did not respond to Citywire Asia’s request for a comment