03/01/2023
Julius Baer Names Greater China Group Head
She first joined Julius Bear in 2006 and held various senior front office roles, most recently as senior client partner for the Greater China market.
Executive Moves
03/01/2023
RBC WM Strengthens Product Capabilities in Asia
Previously, he also worked at UBS and BNP Paribas Wealth Management.
03/01/2023
Young Swiss Private Banker Named CEO
Swiss Fabian Kaeslin becomes CEO of Luxembourg-based Banque Havilland in Switzerland and Liechtenstein in early March, finews.com has learned.
03/01/2023
Anke Bridge Haux becomes CEO of LGT Bank Switzerland
Subject to the approval of the supervisory authority, she will succeed Heinrich Henckel in this function, who will be appointed to the Board of Directors of LGT Bank Switzerland.
03/01/2023
Wealth Dynamix hires Robert Roome as chief strategy officer
In this newly-created role, Robert will be responsible for helping to increase the growth of Wealth Dynamix and its position as the leading provider of Client Lifecycle Management solutions for the industry He will report into Gary Linieres, CEO of Wealth
03/01/2023
Geneva alts boutique hires private debt head
Roy Charles Bates has joined from Reyl Intesa Sanpaolo and previously spent a decade as a corporate and finance lawyer.
03/01/2023
Investec Wealth & Investment CEO departs
On garden leave until 13 August
03/01/2023
Oakbridge Wealth Appoints New Compliance Officer
Charlotte joins Oakbridge with over ten years’ experience having previously held compliance and client data analysis roles with Canaccord.
03/01/2023
HSBC Luxembourg nominates COO
On his appointment, Quintus said he is “looking forward to working across the bank to help drive further growth and innovation, and ensure we continue to deliver outstanding results for our clients.”
02/28/2023
Credit Suisse Hires Ex-UBS Taiwan Private Banker
Previously, he spent 15 years in corporate banking with Citi and HSBC, mainly advising large Taiwan-listed companies.
02/28/2023
BofA promotes Lindsay Hans to lead private wealth management
She has overseen the wealth manager's Northeast and mid-Atlantic divisions for the last six years.
02/28/2023
Veteran Julius Baer Private Banker Moves to BIL Switzerland
It is not only in a position to report a profit but has also managed to make two key executive appointments aimed at keeping up its newfound growth momentum.
02/28/2023
Progeny appoints new Head of Academy
Heather’s most recent role was Learning and Development Director at Balmoral Asset Management
02/28/2023
Fund research chief exits Rothschild & Co
Experienced selector exits with new role expected in Q2, Citywire Selector has learned.
02/27/2023
StanChart Reshuffles Asia Banking Unit
General manager of affluent coverage for onshore Singapore Sebastian Hia succeeds Lin as Taiwan CPBB head.
02/27/2023
Multrees announces new appointments
In his new role, he will be responsible for building client relationships and helping to drive forward the firm’s growth.
02/27/2023
Waverton accelerates Private Client growth strategy with appointment of Business Development lead
She joins a raft of recent senior hires at Waverton, reflecting the business’ strategic focus on growth and business development.
02/27/2023
Christian Wiesendanger is back in banking
He is to replace Gabriela Nagel-Jungo and Urs Leinhäuser on the board together with Nicole Brunhart, head of transformation at the Clearstream Fund Center fund platform .
02/27/2023
Credit Suisse appoints head of Swiss-based Central America desk
Raphael Kirschstein was appointed as head of Credit Suisse's investment desk focused on Central America.
02/24/2023
Wakefield-based wealth management company appoints new financial adviser
Mr De Block has come to the West Yorkshire firm from Santander where he provided holistic financial advice and guidance to customers.