02/13/2023
Credit Suisse private banker moves to Standard Chartered
Shahid Qazi is one of several private bankers to jump ship from the beleaguered Swiss lender recently.
Executive Moves
02/13/2023
Synpulse Backs Its Global Growth with the Election of 5 Partners, a 4th Managing Partner and the Opening of 3 New Offices
The expansion of the partnership will further support the company’s growth and provide strong leadership to 1200+ Synpulsians around the world.
02/13/2023
Leading Financial Advisor Joins Insigneo From Morgan Stanley
International wealth management firm continues to execute on its proven business model for Investment Professionals managing non-US clients
02/13/2023
Cohen & Steers names head of UK wealth
Sean Cooney steps up to the newly-created role after arriving from Gam in 2021
02/13/2023
Mirabaud salesman joins Muzinich to head Swiss institutional business
Muzinich has also recruited two associates in marketing and client relations.
02/13/2023
Muzinich Continues to Hire in Switzerland
Also joining the Zurich office as associates in marketing & client relations are Ante Beljan and Olivia Zaidi, who will support the firm's Swiss business
02/13/2023
Ex-Credit Suisse private banker takes senior role at Santander in Switzerland
Wenceslao Browne, the longtime head for Credit Suisse’s wealth unit in Switzerland covering Latin America, who left the group last year, has been hired for a similar post at the Spanish bank.
02/13/2023
Growth in focus as Brooks Macdonald announces trio of senior appointments
Andrew Bennie and Rachael Marsden have been appointed as the Heads of Investment Management for Manchester and Leeds, respectively.
02/13/2023
Deutsche Bank Nets North Asia Wealth Duo
Based in Hong Kong, they will both report to head of IPB North Asia Kanas Chan.
02/10/2023
LGT Wealth Management hires portfolio manager for MPS team
Lewis Gregory joins
02/10/2023
Northern Trust Announces New President of Asset Management Business
He will join Northern Trust’s Management Group and report to Chief Executive Officer Michael O’Grady.
02/10/2023
Barclays Private Bank Head for Singapore Evonne Tan on the Narrative of Creativity, Collaboration & Alignment
She explained just what Barclays brings to the table for these UHNW clients, especially the close collaboration with the corporate and investment bank, and also how and where the bank seeks to truly differentiate itself.
02/09/2023
Jupiter sells Starling stake and turns away from private assets
Regulator rules ensure open-ended mutual funds cannot hold more than 10 per cent in unlisted assets.
02/09/2023
WH Ireland manager exits for Silverwood Wealth Management
George Holloway reunites with former colleagues Steven Beaney and Martin Guilbert at the start-up
02/09/2023
Invesco CEO Marty Flanagan to retire after 18 years
His successor is named as Andrew Schlossberg, who was previously senior managing director, head of Emea
02/09/2023
Deutsche Bank Poaches Aggressively From Credit Suisse
Deutsche Bank has appointed Serene Wee as managing director and senior client partner in Southeast Asia wealth management.
02/09/2023
Carey Olsen promotes new counsel in British Virgin Islands
Katrina is recognised for providing innovative solutions to clients' complex legal needs, delivered in a prompt and friendly manner.
02/09/2023
IAM Senior promotions
IAM Advisory promotes four of its most senior staff and appoints a new senior leadership team
02/09/2023
Alex Picot recruits two managers
Chelsea brings to Alex Picot seven years of trust experience, with which she will oversee a portfolio of client accounts and a team of administrators.
02/08/2023
The opportunity in deglobalisation with RBC Wealth Management’s David Storm
David provides a comprehensive assessment of the global economy before discussing RBC’s approach to capital allocation.