04/24/2023
Ex-Julius Baer Banker Joins Multi-Family Office
Prior to that, she spent over 10 years at BNP Paribas, including as its head of equities for Asia.
Executive Moves
04/24/2023
Altum Group appoints new Head of Corporate Development
Mike has in excess of 20 years’ experience in the financial services and M&A sectors with a strong focus on private client, corporate and alternative fund administration.
04/21/2023
ThomasLloyd strengthens investment team with the appointment of a Chief Investment Officer
Nadir’s appointment is strategically important for ThomasLloyd and is proof of our ongoing commitment to bringing groundbreaking sustainable investment strategies to the institutional investment arena.
04/21/2023
Sanctuary Wealth Poaches Carson Counsel, Reprises CCO
Former Carson Wealth lawyer Kevin Miller is joining Sanctuary, while a former CCO returns to his post at the firm after a leave of absence.
04/21/2023
London & Capital names RM head for US family office
Clients will benefit from her experience assisting US expats as they navigate the complexities of cross-border financial management.
04/20/2023
Christelle Didier becomes Head of Human Resources
Banque Cantonale de Genève has appointed Christelle Didier as Head of Human Resources.
04/20/2023
Alpian Nabs Swissquote Business Development Executive
Prior to that, he was co-director of online broker Strateo, a branch of Arkéa Direct Bank, for over seven years.
04/20/2023
Old Mill hires head of wealth management from Evelyn Partners
South west England focused firm aiming for ‘ambitious collaborative growth’
04/20/2023
Investec W&I private client heads leave days after Rathbones deal
Private client co-heads Alex Charalambous and Carl Cross went on gardening leave nine days after the £100bn merger was announced.
04/20/2023
Fabian Rupprecht to become new Group CEO of Helvetia
The 53-year-old had previously held various international management roles at AXA Group
04/19/2023
InvestCloud CEO John Wise steps down
The Board also has initiated a comprehensive search for a permanent Chief Executive Officer.
04/19/2023
Rathbones bolsters investment team in Winchester with new hires
The new team will report to Ian Hardcastle and Justine Peck, investment directors in Winchester.
04/19/2023
Suntera Global promotes more than 40 staff across the globe
43 individuals promoted across seven jurisdictions, including a number at senior level
04/19/2023
Julius Baer appoints Office Head and hires team to drive expansion in Rio de Janeiro
Julius Baer, the leading Swiss wealth management group, is further reinforcing its local operations in Brazil by hiring a highly experienced team spearheaded by Olavo Pereira who will be appointed as Office Head Rio de Janeiro.
04/19/2023
New manager takes over Columbia Threadneedle ‘dog’ fund
Todd King has been quietly promoted to take over the CT UK Equity Opportunities fund after Jeremy Smith stepped up to become co-head of UK equities last year.
04/19/2023
Zurich boutique names private markets specialist as CIO
Nadir Maruf will be developing ThomasLloyd’s sustainable investment strategy in key target markets in the Asia-Pacific region.
04/18/2023
Lazard Welcomes Two Managing Directors in Restructuring & Capital Solutions
Sanjeev is based in New York and joins Lazard from FTI Consulting, where he most recently served as Head of Senior Lender Advisory.
04/18/2023
Bernstein Private Wealth Management appoints Head of Investment and Wealth Strategies
He will lead a national team of strategists across investments and wealth planning
04/18/2023
Battered CIC Bank Switzerland Has a New Executive Board Member
Last December the bank fired long-time CEO, Thomas Mueller. CIC chairman Eric Charpentier cited differing views over the strategic direction of the bank as the reason for the dismissal.
04/18/2023
Bank CIC adds to executive board
COO Matthias Kälin joins the bank's executive committee. The bank recently appointed a new CEO.