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Executive Moves

01/10/2024

C. Hoare & Co. appoints 10th generation family member as newest partner

Abigail Malortie, a descendant of founder Sir Richard Hoare, is the 51st partner of the UK's oldest privately-owned bank

01/09/2024

Churchill Asset Management Announces 2024 Promotions, Expands Operating Committee and Establishes New Executive Committee

Positioning the firm for continued growth, six senior professionals have also been added to Churchill’s Operating Committee

01/09/2024

Former UBS Thailand market team head to resurface at DBS

Edwin Tan is set to join DBS Private Bank.

01/09/2024

Northern Trust Asset Management Names Co-Head of Wealth Client Group

Suzanne Casey to Co-Lead Team Dedicated to Wealth Management Clients

01/09/2024

Mattioli Woods continues to enhance its investment proposition

As announced in November of last year, Dean Cheeseman has been appointed as Managing Director of Client Investment Solutions.

01/09/2024

Geneva IAM appoints first partner since 2009

David Petulla told Citywire it is important for EMC Gestion de Fortune to keep its sentimentality.

01/09/2024

BCV hires Credit Suisse Romandy boss and restructures private bank

The new centre of competences private banking division brings together a range of specialists who complement private banking in one division.

01/09/2024

Edwards-based wealth management firm adds two new members to the team Aprisent Financial Group now has four advisors

Aprisent Financial Group now has four advisors, reinforcing the firm’s commitment to providing clients with personalized, sophisticated financial planning and investment management.

01/08/2024

HSBC Asset Management Appoints Asia CIO

Previously, he also worked at the Bank of England and the International Monetary Fund.

01/08/2024

Saltus appoints new COO for next phase of growth

The company said the new hire will accelerate its ambitious growth plans, which include driving the development of the Saltus Partnership Programme.

01/08/2024

World Trade Center Utah appoints J.P. Morgan Private Bank Director to Board of Directors

WTC Utah and JPMorgan Chase have had a decade-long relationship that focuses on supporting Utah companies

01/08/2024

HSBC appoints new Head of Global Private Banking in Channel Islands and Isle of Man

Prior to his most recent role as Managing Director, Global India, MENA and Europe for HSBC GPB based in Singapore, he was Head of Trust and Fiduciary Services, Channel Islands and Isle of Man.

01/08/2024

Arbuthnot appoints new head of executives and professionals

Within her new role, Carolyn will lead the team to develop the proposition and strengthen connections with existing clients.

01/08/2024

Brooks Macdonald’s ex-football pro seals Rathbones transfer

Former West Ham footballer Matthew Fry joins Rathbones’ London office as an investment director, following six years at Brooks Macdonald.

01/08/2024

RBC nabs $610M team from Truist

The Cypress Group will operate out of RBC's office in Wilmington, North Carolina

01/08/2024

Evelyn Partners’ Seager-Scott to exit for Mazars CIO role

Evelyn Partners’ Seager-Scott to exit for Mazars CIO role

01/05/2024

Citizens Hires Ex-First Republic Recruiting Chief For Wealth Push

He is expected to woo experienced brokers in part by promising referrals of high-end clients from Citizens Bank.

01/05/2024

GoldenTree Asset Management Hires Markus Taubert and Establishes Office in Germany

He will report to Kathy Sutherland, Chief Executive Officer and Partner at GoldenTree.

01/05/2024

Barclays expands its Japan team with managing director

A managing director has been appointed by Barclays.

01/05/2024

SmartBank appoints chief banking officer

The firm has brought in a name with plenty of leadership experience.

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