10/05/2023
Veritable, Empower advisors join Savvy Advisors as principal wealth managers
The duo have partnered with the digital-first platform in the Philadelphia area.
Executive Moves
10/05/2023
UBS Group AG Reshuffles Middle Eastern Wealth Management Leadership
His new role at UBS will concentrate on strategic aspects, winning back clients, and cross-divisional client delivery to expand their franchise.
10/05/2023
Justin Onuekwusi starts role as St James's Place CIO
From LGIM
10/05/2023
Brookfield Oaktree Expands APAC Distribution Team with Notable Hires
Her primary focus will be on expanding relationships with private banks and intermediaries across the Southeast Asian region.
10/05/2023
Quilter Cheviot Europe boosts its investment management team with five new hires
These new hires will help QCE to continue to evolve its integrated investment management and financial planning offering for clients in Ireland, and throughout Europe
10/05/2023
Arbuthnot hires from Hampden & Co for entrepreneurs push
John Hilson’s arrival is part of the private bank’s new client segment approach, targeting entrepreneurs among other specific groups.
10/05/2023
ZEDRA Announces Heather Meighan as New Head of Commercial - Pensions & Incentives
Heather brings to ZEDRA a wealth of knowledge and expertise in the pensions and incentives industry.
10/05/2023
Former head of crypto bank Seba aims for global market leadership
He will take on the role of Non-Executive Director in the management of Zondacrypto, a cryptocurrency exchange based in Estonia.
10/05/2023
Clarus Capital appoints new head of asset management
Andreas Sinn takes up post replacing Roger Ganz.
10/05/2023
Piguet Galland rounds off seven hires from UBS and Credit Suisse
The private bank is owned by Banque Cantonale Vaudoise.
10/05/2023
Aviva makes key ESG hire from Phoenix
The £358bn insurance and asset management giant has brought Leah Ramoutar on board to assist with its 2040 net zero ambitions.
10/04/2023
Goldman Sachs executive Chris Kojima to leave, memo says
Kojima, who will leave at the end of this year, served as the co-head of Goldman's client solutions group, which handles sales and client service for pensions and institutions.
10/04/2023
KENDRIS expands its circle of partners
The internationally active consulting and trust company KENDRIS is expanding its circle of partners and appointing two new partners.
10/04/2023
BNP Paribas Appoints Taiwan Wealth Head
Previously, she was a Taiwan sales & distribution director at Citibank, where she began her career.
10/04/2023
Change in Pictet Board of Partners
This follows his recent appointment to the Bank Council of the Swiss National Bank.
10/04/2023
All Roads fund manager quits Lombard Odier for boutique
The All Roads multi-asset fund range has about CHF 3.8bn in assets under management.
10/04/2023
TMF Group appoints Global Head of Private Wealth and Family Office services
Tim joined TMF Group in March 2019
10/04/2023
HSBC appoints Head of Wealth and Personal Banking for Channel Islands and Isle of Man
Prior to that, he worked in Brazil, Hong Kong, Mexico, the USA and UK in different areas of HSBC’s WPB division, while he has also served on the boards of several HSBC subsidiaries.
10/04/2023
Stonehage Fleming appoints Director in Zurich Family Office
Taymour is based in Zurich and will report directly to Caroline Bauer, Head of Family Office Zurich. Taymour’s role is newly created and effective immediately.
10/03/2023
C. Hoare & Co. increases its North West footprint with new hire
Andrew Leach has been appointed as a relationship manager for the North West of England by C. Hoare & Co.