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.
Executive Moves
02/08/2023
Morgan Stanley Names Southeast Asia Chair and CEO
In his new role, Aronovitch will also retain responsibilities for sector client coverage as vice chairman of the consumer retail group.
02/08/2023
Rothschild & Co adds Senior Client Adviser to its Wealth Management business in Spain
Guillermo Moreno Fontaneda joins with immediate effect to meet increasing demand from clients following the launch of Rothschild & Co’s Wealth Management business in Spain in 2021
02/08/2023
Hampden & Co makes two C-suite appointments
The private bank puts fresh faces into leadership positions following first full-year profit.
02/08/2023
Jupiter appoints UBS veteran to co-manage Asian Income fund
REVEALED: Sam Konrad will work alongside Jason Pidcock to manage the £1.1bn fund.
02/08/2023
SGKB appoints private banker to senior role
Roland Inauen, who worked in the cantonal bank for more than 22 years, will assume the head role at the private banking international branch in St Gallen.
02/08/2023
Investment Industry Expert Joins Sionic from Eurex
Ricky joins as a Director in Sionic’s specialist Asset Management Practice, with a focus on expanding the firm’s reach across the buyside, including in North America.
02/07/2023
Sanctuary Wealth Partner Firm G Squared Private Wealth Adds Advisor Brandi Cooper to Team
Senior Wealth Advisor joining from Morgan Stanley takes a high-touch approach to wealth management that meshes seamlessly with firm's culture
02/07/2023
Joe Duran to Leave Goldman Sachs
Dave Dase, head of franchise relationships, will take over for Duran, who will still work with the firm on a new coordinated effort to bring Goldman’s capabilities across divisions to the RIA community.
02/07/2023
Citi hires ex-Sanlam Private Wealth boss Penny Lovell
Lovell joins Citi Private Bank alongside ex-Sanlam colleague Andrew Lewis.
02/07/2023
Brooks Macdonald finance boss joins True Potential
Thorpe replaces Neil Johnson, who is retiring after 16 years with True Potential.
02/07/2023
abrdn CIO for multi-asset solutions exits after four years
Aymeric Forest departs
02/07/2023
SEBA Bank Appoints Amy Yu as APAC CEO to Drive Regional Growth
She previously played an instrumental role in regional and institutional growth strategies for market leaders in the crypto industry, a global derivatives exchange and prime broker.
02/07/2023
Bank Julius Baer Deutschland AG expands the Management Board
This expansion of the Management Board underscores the sustained growth of the bank in Germany.
02/07/2023
Brooks Macdonald chair steps down over health issues
Alan Carruthers resigns to fully recuperate
02/07/2023
Former ZKB CEO Joins Board of Asset Manager
The Belvédère board will be composed of Rolf Boegli, David Garcia, Urs Gauch, Martin Landolt, and Martin Scholl
02/07/2023
EFG Asset Management appoints global head of fund research
Rising star takes top position at Swiss group with former boss moving to new director post within chief investment office.
02/07/2023
Lausanne digital assets specialist expands executive team
Two former IBM employees have joined Metaco.
02/07/2023
Glarus wealth manager adds ex-ZKB CEO and two others to board
Belvédère Asset Management will also appoint a new chairman in May, subject to regulatory approval.
02/07/2023
Pictet announces full-year 2022 figures and change on Board of Partners
Pictet also announced that Managing Partner Bertrand Demole has decided to step down on 30 June of this year after 22 years at the firm.