09/13/2023
HSBC hires five Credit Suisse private bankers for new UK team
The arrivals are part of the bank’s ongoing push into the UK market, with 30 relationship managers joining so far this year.
Executive Moves
09/13/2023
St James’s Place names Mark Fitzpatrick as new CEO
Fitzpatrick succeeds Andrew Croft who has been with the firm since 1993, serving in the top job since 2018
09/13/2023
Hamilton Lane Announces CEO Succession, Further Leadership Evolution
They succeed Mario Giannini, who, after 22 years as Hamilton Lane’s CEO, will join Hartley Rogers as Executive Co-Chairman. Rogers has served as Chairman of the Board since 2005.
09/13/2023
HSBC Appoints New APAC Private Banking Head
Previously, he also held senior roles at Citigroup.
09/13/2023
Top 50 IAM appoints new CIO
Copernicus Wealth Management appoints Tatjana Xenia Puhan as its new CIO.
09/13/2023
Fisch AM promotes multi-asset solutions chief to CEO
Zurich-based investment firm has announced the succession plan, which will kick in later this year.
09/13/2023
Belasko appoints new Associate Director in Guernsey
He will utilise his 18 years of experience in the private wealth sector and oversee the Guernsey fiduciary team and drive growth initiatives within the business.
09/13/2023
BNP Paribas Asset Management hires ETF sales specialist for Switzerland
At BNPP AM he will focus on developing the company’s ETF and index fund client base in the German-speaking area of Switzerland and providing clients with specialist expertise in sustainable ETFs and index investment solutions.
09/13/2023
Quilter Cheviot appoints new fund research analyst
These hires take the size of the Quilter Cheviot research team to 22, one of the largest in the industry.
09/12/2023
Citi Appoints TTS Duo in Asia
Citi’s TTS unit is focused on banking businesses with a platform that includes payments, liquidity, financing, trade and cash management capabilities.
09/12/2023
Cambridge Associates Bolsters Singapore Team Amid Growing Family Office Market
This included entities like pension and endowment funds, collectively managing assets worth approximately $20 billion.
09/12/2023
Credit Suisse COO Departs for New Opportunity
The acquisition of Credit Suisse by UBS in March was a strategic move devised by the Swiss government
09/12/2023
Goldman Sachs asset and wealth management executive to retire, as others join firm
Goldman Sachs Asset Management has also named Aurin Bhattacharjee and Jamison Hill as managing directors in sustainable investing.
09/12/2023
Philip Braude of Braude Wealth joins IR as the exclusive Wealth Management member in Israel
Our services include financial, estate and succession planning, corporate structuring and trusts advisory.
09/12/2023
Robin West appointed co-manager on Invesco UK small caps strategy
Invesco has formally named the investment veteran as co-manager of its UK Smaller Companies fund.
09/12/2023
Evolution of the Lombard Odier Group’s Partnership
Lombard Odier 25 years ago and has been instrumental to the success of the Group’s asset management division, Lombard Odier Investment Managers.
09/12/2023
UBP hires six-strong Credit Suisse wealth management team
Christian Boissonnard, Damien Bouvard, Jean-Charles Crouzet, Léopold Robert and David Lanzilao all join Union Bancaire Privée.
09/11/2023
BNP Paribas Wealth Management Announces New CEO for Middle East Operations
He takes over from Masroor Batin, who stepped down at the end of August. Initially, Batin had considered transitioning to another role within the bank.
09/11/2023
Orion Taps AssetMark’s Natalie Wolfsen as New CEO
Wolfsen will take over CEO Eric Clarke's role in mid-October.
09/11/2023
We’ve appointed Mike Tan as new Global Head of Wealth Planning & Family Advisory
Mike’s appointment demonstrates the Bank’s commitment to enhance our wealth advisory proposition which complements our banking and wealth management offerings globally, and to bring a holistic advisory experience to our clients.