07/20/2023
UBP Hires North Asia Head of Equity Advisory
Based in Hong Kong, she will report to Andy Lee, head of investment services, North Asia.
Executive Moves
07/20/2023
Northern Trust Names Hong Kong Head
Previously, he also worked at Fidelity, State Street and Morgan Stanley in Sydney, Singapore and Beijing.
07/20/2023
Head of sustainable investment analysts leaves Credit Suisse
He joins M&G Investments.
07/20/2023
Reyl Group poaches Mirabaud PM for senior research role
The former analyst and portfolio manager Nicolas Bürki worked 18 years at Mirabaud.
07/20/2023
Two become one in Deutsche’s latest private banking plan
From his newly elevated position, de Sanctis will oversee a brand-new organizational structure.
07/20/2023
Brooks Macdonald strengthens senior leadership team with the appointment of Louis Petherick as Group Chief Risk Officer
He joins Brooks Macdonald from FNZ UK, where he is Chief Risk Officer.
07/20/2023
Multi-Family Office Farro Capital Adds Trio
Previously, he also worked at Bank of Singapore and Kotak Mahindra.
07/20/2023
Quilter Cheviot expands national footprint with new business development hires
Finally, the company has made a further addition to the team who will focus on managing relationships with National and Network advice firms.
07/20/2023
Schroders appoints new Co-Heads to its global Client Group
They will work closely with the investment teams with the aim to deliver the best investment outcomes for clients, and collaborate across the business to provide superior support to clients.
07/20/2023
Centrum Wealth names new CEO
Sandeep Das brings with him over 30 years of experience including most recently with Barclays Private Bank.
07/19/2023
Brown Shipley Leeds and Birmingham heads exit in regional ‘realignment’
The heads of two of Brown Shipley’s branches have left the private bank as part of a wider reorganisation which is set to see further redundancies.
07/19/2023
Evelyn Partners appoints Head of Technology and Transformation Services
He has extensive experience helping businesses simplify their operations through process improvement and redesign, and custom and off-the-shelf tech deployments.
07/19/2023
Stonehage Fleming announces Jersey promotions
She provides advice and support to families and their advisers around the globe, aiding the management and coordination of their financial needs.
07/19/2023
Seventh Investec W&I director joins Close this year
Gary Callow joins Close Brothers Asset Management’s Birmingham office, making him the firm’s seventh hire from Investec W&I since the start of 2023.
07/19/2023
AI-driven MPS firm hires UBS and SimplyBiz veterans for sales push
Model portfolio service provider Collidr brings Tim Dingemans and Davinia Rogers on board as sales directors.
07/18/2023
Stonehage Fleming makes risk and compliance appointments across Channel Islands offices
Paul Le Bihan, a director in the risk and compliance team, has been promoted to Head of Risk and Compliance in Jersey.
07/18/2023
Barclays expands M&A franchise with key appointments
Dan Grabos and Jonathan Gerst to take on augmented roles in M&A.
07/18/2023
BlackRock names Saudi Aramco boss to board
Nasser joined Saudi Arabia's state oil giant as a petroleum engineer in 1982, and decades later in 2019 led Aramco's initial public offering
07/18/2023
Nordea AM hires Switzerland sales director
Mirae Asset’s former sales head Frederic Niamkey will now focus on the French-speaking region in Nordea.
07/18/2023
Berkshire Bank Names Private Banking SVP
He brings more than 30 years of experience in the financial services industry within the Boston area.