12/06/2023
CISI appoints Chris Clark and Sushil Saluja as new members of the Board
The CISI Board is comprised of representatives who are typically drawn from the financial services sector and meets five times a year.
Executive Moves
12/06/2023
Evelyn Partners appoints Bindesh Sajvani as Chief Risk Officer and Group Head of Compliance
Prior to this he was Global Chief Risk Officer for Intermediate Capital Group Plc, the UK publicly listed alternative asset management group.
12/06/2023
Praxis announces senior appointment to its yacht management team
As part of his new role, for which he will be permanently based in the UK, he is taking on the position of Designated Person Ashore.
12/06/2023
Former senior banker at JPMorgan among four recruits joining UBS
Firm adds advisors in Florida, Missouri, and Mississippi.
12/05/2023
Sean Gallagher Joins Lazard Asset Management to Lead the Firm’s Small Cap Equity Platform
Gallagher was previously founder and Chief Investment Officer of Connacht Asset Management and Partner at Goldman Sachs Asset Management
12/05/2023
Advisor Andrea Freiman joins UBS Private Wealth Management in Miami
Prior to joining UBS, Andrea was a senior banker at J.P. Morgan Private Bank, where she advised ultra high net worth families in the U.S. and Latin America for over a decade.
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
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.