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Executive Moves

04/17/2023

Bernstein Private Wealth Management names Chief Investment Officer, Head of Investment and Wealth Strategies

He will be responsible for Bernstein's investment partnerships and other outside managers across traditional and alternative asset classes.

04/14/2023

Wealth Access Expands Executive Team Adding Mark White and Jeremy Bolin

Data Insights Platform provider expands internal team to support continued growth

04/14/2023

SJP hires LGIM’s Onuekwusi as CIO

He starts in October and will report to director of investments Tom Beal

04/14/2023

Quilter Cheviot Europe appoints Chief Executive Officer

He had previously worked at Brewin Dolphin Ireland where he was head of tax & financial planning and prior to that he held a similar position at Investec Wealth & Investment.

04/14/2023

JPMorgan Adds UHNW Banker in Southeast Asia

He also worked at CreditEase for one year as its wealth management CEO.

04/14/2023

Ex-SIX stock exchange boss goes to financial AI companies

He was considered a driving force in the technological development in the field of stock exchange trading and played a central role in the founding of the digital stock exchange SIX Digital Exchange (SDX).

04/14/2023

Killik & Co risk head leaves for stockbroker Patronus Partners

Penny Rooney, former partner and chief risk officer at Killik & Co, has departed the firm to join Patronus & Partners as its director of compliance.

04/13/2023

RSMR appoints ex-UBS and Tilney director to research team

Tim Sedgwick returns to industry 13 years after leaving to set up own business

04/13/2023

Knight Frank hires Le Mans winner to open HK private office

The property firm has opened a second branch of its private office in Asia, focused on providing ultra-prime and super-prime property transaction advice.

04/13/2023

Ex-EdR fund research head joins BCV

Roger Guerra also managed funds at Edmond de Rothschild.

04/13/2023

Waverton hires Evelyn partner as portfolio manager

He has joined Waverton after almost two decades at Evelyn Partners, where he was a partner.

04/13/2023

Ex-UBS Lucerne wealth management head to join IAM as CEO

The incumbent chief executive is stepping down after 10 years in the role.

04/13/2023

Nucleus appoints Mark Hastings as Group Finance Director

Prior to this he was Finance & Risk Director at Ascentric for 14 years, and also held a number of senior finance roles at Credit Suisse First Boston.

04/13/2023

Julius Baer bolsters leadership team with strategic appointments to accelerate growth in South East Asia

These key appointments underscore the Bank’s commitment to fostering talent, as well as driving growth and success in the region.

04/13/2023

Raiffeisenbank Luzern poached at Zuger Kantonalbank

Schmidiger takes over from Ursula Götschi , who is leaving the company after twelve years and retiring early.

04/12/2023

DWS’ Switzerland head hands over multi-asset unit role

Active business head Vincent Vedda is given an expanded remit, as Björn Jesch focuses on wider responsibilities.

04/12/2023

Multi-Family Office New Oak Brings Former Bank Boss to Advisory Board

He also spent part of his career in Great Britain and France, where he continues to serve as Honorary President of the Cercle des Banques Etrangères en France.

04/12/2023

Goldman Sachs assigns new head of private banking lending and deposits

In addition, Somaiya joined the firm in 2001 and was promoted to managing director in 2011 before becoming a partner in 2016.

04/12/2023

Bank of Singapore Nets Veteran Investment Advisor

Based in Hong Kong, he reports to Teresa Lee, head of Greater China, Hong Kong branch.

04/12/2023

Former Credit Suisse Greater China banker resurfaces at JP Morgan Private Bank

Earlier this year, several senior bankers covering North Asia left including Mandy Loo.

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