07/14/2023
Pictet adds new face to CHF 7bn Robotics fund’s PM team
Research analyst Stanislas Buiatti has been assigned as the fourth investment manager on the popular thematic strategy.
Executive Moves
07/14/2023
UBS adviser joins Asserta IAM as managing partner
Christian Ansorg, former client adviser for wealth management, has joined Asserta Asset Management after 11 years at UBS.
07/14/2023
Julius Baer Guernsey brings tech to forefront with new Head of Change
His ambition is to showcase Julius Baer leading the way in technology and digitisation, through upskilling its teams, continuing to grow the business and improve client experience.
07/14/2023
Mark Connelly joins Rothschild & Co as Managing Director to lead its equity capital markets offering in North America
The newly established role focuses on the expansion of Rothschild & Co’s Equity Markets Solutions business in North America
07/13/2023
Introducing Alexandria Galiano: Newest Member at Galiano Wealth Management Group, LLC
She has also added to the family-oriented atmosphere that is already integrated within Galiano Wealth Management Group.
07/13/2023
Deutsche Bank to cut senior roles in private bank reorganization
German retail head Lars Stoy will oversee wealth management and private banking in Germany
07/13/2023
HSBC's Annabel Spring on what the private bank will do differently in India
HSBC is looking to leverage its internal talent and client pool as a base on which to build its private banking business in India.
07/13/2023
Ex-Vontobel MD takes over Swiss market at Cinerius
Gordian Giger joins as market head at the Zug-based wealth management consolidator firm.
07/13/2023
Bergos brings former UBS banker into management
She will report to Managing Partner Markus Zwyssig .
07/13/2023
Hawksmoor appoints Chief Operating Officer
She brings more than 20 years of operational experience in regulated environments to her new role, with extensive experience in leading teams from established businesses looking to drive growth, and with others from a standing start.
07/12/2023
J.P. Morgan Asset Management Hires Rachel Betton as Senior Fixed Income Portfolio Manager
Experienced investor joins the firm from PIMCO
07/12/2023
Quintet Private Bank names new CIO in wake of BlackRock deal
The new investment head will continue to lead the bank’s investment research activities.
07/12/2023
Indosuez strengthens its team in Spain with the appointment of Raúl Sánchez
Indosuez Wealth Management strengthens its team in Spain with the appointment of Raúl Sánchez as Head of Special Transactions
07/12/2023
Indosuez WM NRI banker departs
Vimal Bali, a senior private banker focusing on non-resident Indian clients, has left the bank after seven years.
07/12/2023
The Openwork Partnership hires SJP director
At SJP, she led the firm’s development programmes to support new professionals, and is a qualified adviser herself.
07/12/2023
Markus Pfister to succeed Felix Lenhard as COO of Vontobel
The appointment of Markus Pfister means that a proven banking expert with deep knowledge of Vontobel’s business and clients is taking on this key role.
07/12/2023
Industry insider Marco Fiorini takes on CEO role
Previously, he was responsible for institutional clients at the gold trading company Philoro Switzerland.
07/12/2023
Evelyn Partners continues growth of Birmingham team with Financial Planner appointment
Callum has worked in the financial planning profession since 2017 and most recently was a Personal Wealth Adviser at Schroders Personal Wealth.
07/12/2023
Alternative risk premia team exits GAM
The departures come after GAM closed its Alternative Risk Premia fund earlier in the year.
07/12/2023
UBS Global Wealth Management adds to Manchester team
He will provide financial advice tailored to each client that covers a variety of areas including tax allowances and protection, retirement, and estate planning.