03/15/2023
Whampoa Group Adds Digital Investment Duo
He previously managed funds for investors using a suite of self-developed proprietary trading tools and bots.
Executive Moves
03/15/2023
ZKB announces new head of financial advisory
Roman Schwarz will take over as head of financial advisory at Zürcher Kantonalbank as of mid-August 2023.
03/15/2023
Santander hires Credit Suisse private banker for Zurich branch
Luciano Acosta has joined Santander after nearly four years with Credit Suisse catering to Latin America clients from Zurich.
03/15/2023
Hugh James bolsters its wealth management services with key appointment
As Head of Hugh James’ Financial Planning department, David leads a specialist team based at the firm’s Cardiff headquarters, representing clients across the length and breadth of the UK.
03/15/2023
Highvern appoints Gail Atamosa as Jersey Fund Director
Gail brings to the firm broad-ranging experience in the delivery of administration, loan servicing and financial reporting services to funds across various jurisdictions.
03/15/2023
Amundi chair Yves Perrier to step down
He will be replaced by Crédit Agricole CEO Phillipe Brassac
03/14/2023
Credit Suisse Nets Ex-Julius Baer NRI Banker
Previously, he also worked at Citibank and Standard Chartered in Hong Kong, Singapore and India.
03/14/2023
Endowus appoints new Chief Investment Advisory Officer from Single Family Office to boost investment capabilities
Hugh Chung joins the Endowus Investment Office, bringing with him over 20 years of experience in asset management and financial advisory in Asia
03/14/2023
Hampden & Co hires Glanville as banking director for London office
In his role, he will offer clients bespoke banking service covering day-to-day banking, deposits and tailored borrowing products.
03/14/2023
SNB governing board member to join Bank for International Settlements
Andréa Maechler is to become deputy general manager at the Bank for International Settlements, succeeding Luiz Awazu Pereira da Silva, who is retiring at the end of August.
03/13/2023
Stonehage Fleming names a trustee director in Jersey
She will be stationed in Jersey and report to Richard Stride, Head of Family Office Jersey.
03/13/2023
Ex-Asia Private Banker Named CEO of Azqore
In 2019, he became deputy CEO of Indosuez, leading business development for the group.
03/13/2023
The Swiss Face of China Construction Bank Moves On
The search for a successor to take over Demuth's duties has been underway since the beginning of the year and is well advanced, CCB said.
03/13/2023
Lausanne wealth management fintech to appoint new CEO
Pierre Masclet of Indosuez Wealth Management is set to become the new boss of digital service provider Azqore.
03/13/2023
Further growth at Navigation Wealth Management
Navigation Wealth Management’s Kieran Bird and Georgina Snodgrass have been promoted from the Administrative Support team and are now Senior Administrators.
03/13/2023
Evelyn Partners appoints Head of Charity Business Development
The firm also offers a programme of thought leadership that provides senior managers and trustees with the tools they need to continue to run their organisations effectively.
03/10/2023
Apex Group announces former Finance Minister as Mauritius Chairperson
In addition to his Board seat, Dr. Sithanen will be responsible for providing strategic support to the leadership team towards seamless integration and delivery aligned to Apex Group vision.
03/10/2023
Sanctuary Wealth Accelerates Growth Strategy with Addition of David Vaughan as Chief Financial Officer
Seasoned CFO Brings Unparalleled Expertise in Corporate Finance Strategies That Drive Scale, Simplify Processes and Empower Organic and M&A Growth for Independent Wealth Management Enterprises
03/10/2023
Compliance Head Leaving Credit Suisse
Gooding started his role in January last year and reported to Nita Patel, the group's chief compliance officer.
03/10/2023
Top 30 star exits boutique for RBC Brewin Dolphin
Ed Caswell joins RBC Brewin Dolphin as a charity investment manager.