07/26/2022
UniCredit simplifies corporate structure, private banking head Vecchi to leave - memo
It is also the latest in a string of exits of long-standing senior UniCredit executives in recent weeks.
Executive Moves
07/25/2022
Over 100 Promotions at JTC as Part of Bi-Annual Group-Wide Promotions
Promotions were made across 18 jurisdictional teams
07/25/2022
Ex-Bank of Singapore Alts Experts Joins J.P. Morgan AM
Previously, he was also an alternatives specialist at Blackrock and head of alternate investments Hong Kong at HSBC Private Banking.
07/25/2022
Indosuez Wealth Management appoints Global Head of Real Estate
Based in Paris, she reports to Pierre Masclet, Deputy Chief Executive Officer of Indosuez Wealth Management.
07/22/2022
BNY Mellon Wealth Management Names Senior Client Strategist in Boston
Rob works with ultra-high-net-worth families, business owners, corporate executives
07/22/2022
BNP Paribas Securities Services Names Southeast Asia Head
Luc Renard has been named head of Southeast Asia at BNP Paribas Securities Services, according to a statement, effective immediately.
07/22/2022
UK charity tax relief receipts remain broadly steady but warning over future donations given cost of living crisis
This is an important indicator that charities are benefitting from UK donors and can continue to do good work in communities around the world as a result.
07/22/2022
Merrill Private Wealth Lassoes Citi Private Banker Managing $300M in Dallas
The lead brokers of the T&G team—Melissa Transier and Chris W. Green—had joined Merrill in 2009 from Citigroup Global Markets, according to their Brokercheck reports.
07/22/2022
CHF 15bn Zurich IAM appoints chairman
He is a specialist in fixed income and foreign exchange.
07/22/2022
Decalia appoints private markets specialist as partner
He will take the place of Isabella Pedrazzini on the management committee.
07/21/2022
Ex Standard Life Head of Region Joins Wealth Management Firm Chase Buchanan as Head of Global Sales
The Private Wealth Management firm Chase Buchanan has recently appointed ex Standard Life, Paul Lanigan as Head of Global Sales, reporting to Group CEO Lee Eldridge.
07/21/2022
EFG International announces nomination of new Chair of the Board of Directors
The Board wishes to thank Peter Fanconi for his great success in substantially accelerating the bank’s growth momentum and executing the bank’s strategic plans.
07/21/2022
Deutsche Bank bolsters sustainability activities – Jörg Eigendorf appointed new Chief Sustainability Officer
Jörg Eigendorf has been a leading figure for some years now in driving our bank’s sustainability strategy.
07/21/2022
Robeco appoints Portfolio Manager in the Sustainable Multi Asset Solutions team
She will report to Colin Graham, Head of Multi Asset Strategies and Co-Head of Sustainable Multi Asset Solutions and will be based in London.
07/21/2022
Christian Steinmann to join BCV as head of the Private Banking Division
He will replace Gérard Haeberli, who has held the position since 2009 and will retire on 31 December after a two-month transition period.
07/21/2022
Change of leadership in the Region Suisse Romande
Steve Fragnière, Head of Swiss Large Corporates in the region, will take over as Head of Region Suisse Romande at Credit Suisse from Christian Steinmann with effect from August 1, 2022.
07/21/2022
Canaccord appoints new UK head of equity fund research
He will take on the role of head of equity fund research after being promoted from his role as investment analyst at CGWM UK.
07/21/2022
IQ-EQ Guernsey appoints two new Private Wealth directors
She holds a Master's degree in Corporate Governance and is an Associate of the Chartered Governance Institute.
07/21/2022
Two gatekeepers leave RBC's manager research team
Two gatekeepers have left the RBC Global Wealth Management manager research team in the last month.
07/20/2022
Julius Baer Nets Ex-HSBC Investment Banker
Mitra has 15 years of experience handling institutional clients, most recently at HSBC Global Markets where he was the ASEAN co-head of institutional & wealth sales.