06/12/2023
Julius Baer Nets Ex-UBS Indonesia Banker
Julius Baer appoints Stacy Wong as team head, Southeast Asia, according to an internal memo seen by finews.asia, effective immediately.
Executive Moves
06/12/2023
Bank of Greene County brings on new hire to start private banking business
The private bank is designed to provide personalized, 24/7 concierge-level banking services
06/12/2023
Replacements announced on Odey funds after weekend ousting
Freddie Neave, James Hanbury and Oliver Kelton will take over Crispin Odey’s funds, while the remaining partners plan a rebrand of the firm.
06/12/2023
Wealth boutique co-founder goes ‘back home’ to JP Morgan
Lewis Hamm said he was happy to be returning ‘home’ to JPM less than three years after leaving the firm to set up O-IM, comparing the experience to ‘going travelling’.
06/12/2023
Breana Cole joins UBS Private Wealth Management in Boston
Prior to joining UBS, she spent 10 years as a Financial Advisor at Bernstein Private Wealth Management after starting her career at IPS Strategic Capital.
06/12/2023
UBS Reshuffles Wealth Leadership at Enlarged APAC Unit
Former Credit Suisse wealth head Francesco De Ferrari will remain as a senior advisor to Khan
06/09/2023
Pictet LatAm wealth head to step down, replacement named
Alberto Valenzuela is taking on a new non-executive role at the firm at the start of next year.
06/09/2023
Evelyn Partners announces Paul Geddes as new Chief Executive Officer
He will join the business on 3rd July
06/09/2023
Longtime banker becomes transformation consultant
Most recently he worked as an independent consultant.
06/08/2023
Partners Group is poaching at Goldman Sachs
The new additions are all in the Client Solutions division and are based out of the New York office.
06/08/2023
Julius Baer recruits two private bankers for Brazil biz
The group is continuing its hiring push for its Brazilian unit Julius Baer Family Office.
06/08/2023
HSBC boosts dedicated Alderney branch team
Mr Fogarty has more than 10 years’ experience at HSBC.
06/08/2023
Former ZKB CEO Enters the World of Venture Capital
Verve is working to build a portfolio of startup investments across Europe
06/08/2023
Berenberg hires boutique PM to replace departing manager
German group initiates change before existing investor departs next month.
06/08/2023
IQ-EQ appoints Managing Director for Switzerland
He will lead our Swiss operations and be responsible for driving the growth and success of the company in the region.
06/08/2023
TWINT Founder New To The Board Of Directors Of Swiss Stablecoin AG
This addition to the payment infrastructure will simplify processing in the digital space and enable new innovative applications.
06/08/2023
Deutsche Bank Names New Emerging Markets Boss as Young Exits
Marco Pagliara named new chief of emerging markets immediately
06/08/2023
Credit Suisse’s Heller, Harbonn Lead Integration for Asia Wealth
UBS expects to complete its acquisition of Credit Suisse as early as June 12, ending weeks of uncertainty for employees at both banks.
06/07/2023
Abrdn hit with latest small-cap fund manager exit
US-based manager becomes third specialist equity investor to depart in short space of time.
06/07/2023
SEI Appoints Jim London as CEO of SEI Investments (Europe) Limited
Leadership Evolution Reflects Company’s Strategic Focus on Global Market Opportunities