03/21/2025
Fairway appoints Jonathon Buesnel as Private Client Director
He has extensive technical expertise in dealing with complex structures and high net worth clients.
Executive Moves
03/20/2025
New group CEO for Rathbones as Stockton announces retirement
Stockton, who took on the role in 2019, will step back on 30 September.
03/20/2025
Lombard Odier’s Asia Head to Relocate to the UK
He was also appointed to LOIM’s executive committee in January this year as head of LOIM Asia.
03/20/2025
Ex-EFG AM bond fund manager joins VC firm as CEO
Roberto Matta joins new venture capital firm Evoleen Invest as its chief executive officer, with plans to launch an inaugural fund imminently.
03/20/2025
Ocorian Promotes 22 in Jersey
The promotions highlight Ocorian’s ongoing growth
03/20/2025
Ocorian appoints Global Head of Partnerships to help drive growth
She joins Ocorian from Restitution Capital, a litigation impact funder, where she was Head of Investment.
03/20/2025
Financial adviser joins RBC Wealth Management in Las Vegas
Wealth expert brings $300m in assets under management to the firm.
03/20/2025
Equiom Group Appoints New Regional Head of Asia
Her expertise spans business transformation, change management, and corporate governance, with a strong focus on delivering tailored solutions to clients worldwide.
03/20/2025
Swiss Life Asset Managers: New Head Real Estate
His predecessor, Per Erikson, will join the Group Executive Board as Group Chief Investment Officer.
03/19/2025
Former UBS Executive Joins Lombard Odier
Lombard Odier has named Olivier Schirmer as a senior vice president within its wealth management division.
03/19/2025
New hire strengthens private wealth team at independent firm Praxis
His career includes roles in Guernsey, London and Singapore, where he served as Centre Head for the trust division of a leading Swiss private bank.
03/19/2025
Fidelity International global bond CIO to exit
The fund giant brings in experienced investor to fill position on EMD in wake of many changes in the unit.
03/19/2025
UOB Private Bank's Malaysia market head resigns
The market head was at UOB Private Bank for five years before leaving.
03/18/2025
Trio of additions to Dorset wealth management firm
He specialises in wealth management, equity release, and retirement planning.
03/18/2025
Principal Asset Management names global real estate head
He will also lead Principal’s global real estate research team, tasked with delivering the firm’s house economic and real estate views to clients worldwide.
03/18/2025
Nikko AM appoints CIO to replace outgoing head
Mark Stoeckle is to take over from Hiroshi Yoh, who will leave after over two year at the firm to ‘pursue his personal ventures’
03/18/2025
PIMCO Announces 2025 Managing Directors
The following officers have been promoted to Managing Director with these objectives in mind
03/18/2025
Evelyn Partners names financial planning director for London team
She joins from Satis Wealth Management
03/18/2025
Flagstar Bank appoints Mark Pittsey as head of private banking and wealth management to drive strategic growth
Seasoned Executive with Extensive Experience at HSBC, Deutsche Bank, and Wells Fargo to Lead and Drive Growth in Private Banking and Wealth Management
03/18/2025
Ex-BNP Paribas WM market head joins Top 50 IAM
Martina Stumbauer joins growing IAM LeoVest Partners as a senior relationship manager, after being global head of CEE-CIS markets at BNP Paribas.