12/05/2023
Wealth.com Appoints Wealth Management Visionary Jamie Hopkins as Strategic Advisor
Prominent legal and wealth management expert to lend insights, drive advancements in next-generation estate planning platform
Executive Moves
12/05/2023
Postfinance CEO won’t land until next year
This is apparently due to a last-second withdrawal and a difficult handover from one headhunter to the next.
12/05/2023
BKB: Where does Basil Heeb's right hand appear again?
This was in order to continue his professional career outside of the BKB group, as it was said.
12/05/2023
SEI Appoints David Hinton as COO of SEI Investments (Europe) Limited
Appointment Underscores Company’s Commitment to UK Market
12/05/2023
FNZ makes 100 UK job cuts in another redundancy round
Platform software giant FNZ is cutting 240 jobs globally including close to 100 jobs in the UK as it makes another redundancy round.
12/05/2023
Peregrine Wealth appoints head of Compliance
In her role, Lientjie will be responsible for the compliance and governance functions of Peregrine’s Guernsey office.
12/04/2023
Pershing’s Lisa Crafford Joins Constellation Wealth Capital
After leaving BNY Mellon | Pershing over the summer, Crafford and colleague Morgan McGovern have landed at Karl Heckenberg’s new RIA investment company.
12/04/2023
Bank of Singapore Nets Ex-CS Hong Kong CEO
Prior to that, he also worked at Barclays and Goldman Sachs.
12/04/2023
BNP Paribas Hires John Fox; Anna Paglia to State Street Advisors
State Street Global Advisors, the asset management business of State Street Corporation, has hired Anna Paglia as executive vice president and chief business officer, effective early next year.
12/04/2023
Daphne Engelke to be appointed as CEO of Van Lanschot Kempen Switzerland, succeeding Susan Leerkes
Since 2005, she has built up a wide range of experience in senior management positions, leading both specialist and client-facing teams.
12/04/2023
DWS Appoints Former Writer as Asia Pacific CIO
Previously, she was also a financial journalist, investment magazine founder and economic book author.
12/04/2023
Nucleus appoints Alexander Filshie as CFO
Alexander will join the Nucleus Executive Committee as well as the Board.
12/04/2023
The Geneva Financial Center Appointment of New Board Members
The Board defines the strategic priorities of the Foundation.
12/04/2023
AJ Bell PR boss to run D2C platform after Doran poached by Lloyds
Charlie Musson replaces Kevin Doran as acting managing director of AJ Bell's D2C platform, while Ryan Hughes has been promoted to lead the investment business.
12/04/2023
Sarasin & Partners boosts multi-asset arm with Abrdn and Vanguard hires
Alastair Baker and Cédric Phounpadith join Sarasin & Partners as senior investment professionals.
12/01/2023
AXA IM hires a head of private equity secondaries
He will be located in London and will report to Peter Ischebeck, head of private equity at AXA IM Prime.
12/01/2023
VT Wealth Management hires South African (wine) connoisseurs
He most recently worked at the Swiss investment house Vontobel and has almost 20 years of professional experience.
12/01/2023
Government nominates candidates for TKB bank council
The Thurgau government has nominated Jörg Schläpfer for the committee.
12/01/2023
UBS Sees More Senior Private Banker Departures in Hong Kong
The exits add to other recent senior departures, including Credit Suisse wealth veteran Rickie Chan, who is poised to join Bank of Singapore.
12/01/2023
Brooks Macdonald London head exits
George Bromfield is believed to be moving to rival Waverton, according to sources.