03/01/2023
Oakbridge Wealth Appoints New Compliance Officer
Charlotte joins Oakbridge with over ten years’ experience having previously held compliance and client data analysis roles with Canaccord.
Executive Moves
03/01/2023
HSBC Luxembourg nominates COO
On his appointment, Quintus said he is “looking forward to working across the bank to help drive further growth and innovation, and ensure we continue to deliver outstanding results for our clients.”
02/28/2023
Credit Suisse Hires Ex-UBS Taiwan Private Banker
Previously, he spent 15 years in corporate banking with Citi and HSBC, mainly advising large Taiwan-listed companies.
02/28/2023
BofA promotes Lindsay Hans to lead private wealth management
She has overseen the wealth manager's Northeast and mid-Atlantic divisions for the last six years.
02/28/2023
Veteran Julius Baer Private Banker Moves to BIL Switzerland
It is not only in a position to report a profit but has also managed to make two key executive appointments aimed at keeping up its newfound growth momentum.
02/28/2023
Progeny appoints new Head of Academy
Heather’s most recent role was Learning and Development Director at Balmoral Asset Management
02/28/2023
Fund research chief exits Rothschild & Co
Experienced selector exits with new role expected in Q2, Citywire Selector has learned.
02/27/2023
StanChart Reshuffles Asia Banking Unit
General manager of affluent coverage for onshore Singapore Sebastian Hia succeeds Lin as Taiwan CPBB head.
02/27/2023
Multrees announces new appointments
In his new role, he will be responsible for building client relationships and helping to drive forward the firm’s growth.
02/27/2023
Waverton accelerates Private Client growth strategy with appointment of Business Development lead
She joins a raft of recent senior hires at Waverton, reflecting the business’ strategic focus on growth and business development.
02/27/2023
Christian Wiesendanger is back in banking
He is to replace Gabriela Nagel-Jungo and Urs Leinhäuser on the board together with Nicole Brunhart, head of transformation at the Clearstream Fund Center fund platform .
02/27/2023
Credit Suisse appoints head of Swiss-based Central America desk
Raphael Kirschstein was appointed as head of Credit Suisse's investment desk focused on Central America.
02/24/2023
Wakefield-based wealth management company appoints new financial adviser
Mr De Block has come to the West Yorkshire firm from Santander where he provided holistic financial advice and guidance to customers.
02/24/2023
Lancaster Guernsey reshuffles top team
Paul has more than 28 years of experience in finance and has been with Lancaster since 2013.
02/24/2023
Citibank Singapore Appoints Matt Read as Retail Banking Head
Corporate veteran to build on good start to bank's bold wealth management goals
02/24/2023
Merrill's Private Wealth Head to Retire
Donald Plaus, who has led the ultra-high-net-worth unit since 2017, is leaving the firm next month.
02/24/2023
BLKB’s Radicant replaces CEO after media controversy
Radicant has appointed two co-CEOs on an interim basis.
02/24/2023
Five-strong Credit Suisse Zurich private banking team exits
Central America team head Cristiano Russo left the firm alongside a quartet of private bankers catering to clients in the region from Zurich.
02/23/2023
UBS appoints Michael Mimick to lead Midwest Wealth Management Market
He was responsible for leading the firm’s advisors in Nebraska, Kansas, Missouri and Oklahoma.
02/23/2023
Welcoming New Adviser Bradley James
At Ryley Wealth Management, Bradley will be advising both private clients and business owners to help them maximise their money and work towards their financial goals.