06/29/2023
Canaccord hires Coutts star to set up new regional advice arm
Personal Finance Society 2023 chartered planner of the year Hazel Bowen will set up a financial planning arm for CGWM in Norwich.
Executive Moves
06/29/2023
Walker Crips 40-year wealth veteran joins city boutique
Peter Land joins Capital Financial Markets after suggesting that his approach to clients had ‘diverged’ from that of Walker Crips.
06/29/2023
HSBC raids private banking rivals for Swiss-based talent
Among the appointments is Esty Dwek, who was most recently chief investment officer at FlowBank.
06/29/2023
JPMAM Announces Senior Appointments in Asia
JPMAM established its APAC business in 1970 and has over 1,500 employees with $217 billion of client assets, as of 31 March 2023.
06/29/2023
Close Brothers Directorate change
Kari has extensive experience as an auditor
06/29/2023
New Chief Financial Officer at GKB
Urs Widmer started his professional career in the consulting business.
06/29/2023
Ex-SJP director joins advice network as managing partner
Need for ‘high quality’ IFAs and provision of financial advice across Europe ‘has never been more paramount’
06/29/2023
Schroders appoints Rachael Dowers as Institutional PR Manager
She will also be developing and executing PR activity for Schroders Capital, the private assets arm.
06/29/2023
M&G appoints Richard Godfrey as Chief Operating Officer for Asset Management
Richard previously held roles at Mello as CEO of its investment servicing business in Europe and Robert Fleming in senior asset management and insurance operations roles.
06/28/2023
Standard Chartered appointed Global Head of Sustainability Strategy and Net Zero
She will report to Marisa Drew, Group Chief Sustainability Officer, and become a member of the CSO Management Team.
06/28/2023
Credit Suisse Dealmaker Joins Deutsche Bank Switzerland
In addition to Clemente, the DCM team in Switzerland will be strengthened by further new additions in the issuing and advisory business.
06/28/2023
New member in the Executive Management of VP Bank Group
The appointment of Adrian Schneider by the Board of Directors of VP Bank is subject to the approval of the Liechtenstein Financial Market Authority.
06/28/2023
VZ Group Shrinks its Executive Board
The remaining members of the board will take over their tasks.
06/28/2023
Robert Higginbotham retires from T. Rowe Price
Replaced by Dee Sawyer
06/28/2023
New member in the Executive Management of VP Bank Group
Adrian Schneider has many years of management experience in the financial industry as well as comprehensive expertise in the investment business.
06/28/2023
Departures at 7IM as it merges tech and client teams
Chief technology officer Will Thornton-Reid and head of IT development Steve Crichton have left the wealth manager.
06/27/2023
Avendus Wealth Management CEO steps down
Nitin Singh has stepped down to pursue a new opportunity, prompting a reshuffle of the group’s management responsibilities.
06/27/2023
Financial Advisors Mark Alibrandi and Stephen Alibrandi Join UBS Private Wealth in Boston
Mark and Stephen join the UBS Greater Boston Market managed by Jim Ducey, and will be located in the Boston Private Wealth Management office, reporting to Market Director Max Bardeen.
06/27/2023
Julius Baer Guernsey appoints James Swaisland as Chief Risk Officer
In his new role, James will be responsible for the management and control of market, operational, compliance and legal risks related to the Guernsey branch.
06/27/2023
Close Brothers AM adds investment director
Marcus Vertue joins its London head office