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Executive Moves

05/01/2023

Former UBS Wealth Co-Head Tom Naratil Returning to Oversee Credit Suisse Integration

Naratil will become the group’s chief financial officer and lead the integration division that will oversee the Credit Suisse merger, the newspaper said, citing people it didn’t identify.

04/28/2023

Investment duo complete Wealth Manager Buyout

Experienced wealth management and investment professionals Derek Gawne and Lizz Ewart have acquired Charteris Asset Management

04/28/2023

Former Olympian to lead Ord Minnett’s private wealth team

Frank Hegerty had first joined the wealth management group in 2020 as state manager for Victoria and South Australia.

04/28/2023

Tsangs Group appoints North America director

The Hong Kong-based family office has hired Christopher Myers to help it explore opportunities in the region.

04/28/2023

Stonehage Fleming Appoints Industry Stalwart as Head of Trusts and Estates

She joins Stonehage Fleming with significant experience on managing legal matters including deceased estates, curatorship estates, and testamentary and inter vivos trusts.

04/28/2023

Burkhard Varnholt appointed Global Chief Investment Officer

In his new role, Burkhard Varnholt will report to Francesco De Ferrari, CEO Wealth Management, and join the Management Committee of the Wealth Management Division.

04/28/2023

Clemens Markstein to become CEO of Baloise in Switzerland

Clemens Markstein saw off competition from a field of internal and external candidates in the course of a broad-ranging recruitment process.

04/28/2023

Fiona Frick joins advisory board of impact firm GIST

The Circe founder was previously CEO at asset manager Unigestion.

04/28/2023

Indosuez WM hires Hong Kong market head

Selwyn Au-Yeung was previously managing director and team head at Bank J Safra Sarasin.

04/27/2023

Pictet appoints Raymond Sagayam as Managing Partner

Prior to joining Pictet, Raymond was a Managing Director at Swiss Re Asset Management in London.

04/27/2023

Credit Suisse's Head of Super-Rich Clients Steps Down

He is stepping down as head of the unit at the end of April

04/27/2023

Lombard Odier appoints Amer Malik as Head of its Dubai office

With over two decades of experience working for financial institutions in the United States and the Middle East

04/27/2023

Sergio P. Ermotti to step down as Swiss Re Chairman on 30 April 2023 after handover to Vice Chairman Jacques de Vaucleroy

The search for a successor has started.

04/27/2023

Schroders appoints Richard Oldfield Group CFO, as Richard Keers retires

Prior to his current role, Mr Oldfield was a member of PwC’s UK Executive Board for five years during which he was Head of Clients and Markets and latterly Head of Strategy and Communications.

04/27/2023

Barbara Ofner and René Schmidli elected to the BLKB Bank Council

The two new Bankrat members will take office on July 1, 2023.

04/27/2023

HSBC appoints Millie Fitzgerald as Guernsey Director

She joins HSBC having spent four years with W1 Investment Group in Spain as Regional Manager and Senior Financial Adviser.

04/27/2023

Global chief investment officer exits Credit Suisse

Deputy investment chief Burkhard Varnholt is taking over the role on 8 May.

04/26/2023

UBP appoints head of north Asia

Andrew Chin was most recently with HSBC Global Private Banking.

04/26/2023

Barclays appoints Kirsty Everett as Chief Compliance Officer

She has extensive experience across the compliance landscape, including seven years at UBS in a range of roles, latterly as the designated Chief Compliance Officer.

04/26/2023

AllianzGI poaches GSAM’s China equity chief

Shao Ping Guan named as new leader for China franchise, as existing unit head Anthony Wong plans to leave.

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