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.
Executive Moves
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.
07/12/2023
Senior Wealth Partner joins Integritas Wealth Partners growing team
The appointment demonstrates the ability of our growing firm to attract and retain talent, and the commitment we have to serve our clients and partners here in Jersey and beyond”.
07/12/2023
Daniel Endres new Client Director at GAM Germany
He began his career in 2009 in fund sales at DNB Asset Management, most recently as Co-Head of International Sales.
07/11/2023
Morgan Stanley int’l wealth boss Greg Gatesman exits
Elizabeth Dennis is taking over Gatesman's responsibilities, sources said.
07/11/2023
Hargreaves Lansdown adds former Coutts chief to board
He will take up his seat from 1st August
07/11/2023
EFG International appoints new Head of UK Region and CEO of EFG Private Bank Limited
He will also drive efforts to broaden the product and service offering in the UK Region and diversify revenue streams, as well as continuing to grow the Private Banking business in this strategically important market.
07/11/2023
Partners Group Hires Australia Head of Private Equity
He previously worked at ANZ, Renaissance Capital and KPMG.