10/13/2022
Financial Advisors Howard Woo and Luke Schell join UBS Wealth Management in Irvine
Howard and Luke are valuable additions to our Irvine office, adding experience, integrity, and collaboration to our existing strong culture of success.
Executive Moves
10/13/2022
Artorius’ expansion continues with further hires into its Wealth Planning and Lending teams.
As well as being a fully qualified accountant, Kausar is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
10/13/2022
Jesper Andersen named new Head of IT Switzerland at Credit Suisse
Jesper Andersen has been the CIO and member of the executive committee of Nykredit since 2017.
10/13/2022
Valais IAM appoints founders’ son as partner
Valcoris & Partners has appointed Julien Welch as a senior relationship manager and partner. Welch has three years of industry experience.
10/13/2022
Kingswood names new directors to drive digital transformation
She specialises in helping businesses digitise and de-risk the delivery of new services.
10/13/2022
Evelyn hires Brooks Macdonald veteran for Southeast push
Finn Quinn joins the Thames Valley team as investment manager, after seven years at Brooks Macdonald.
10/13/2022
UBS Replaces Retiring APAC Investment Banking Head
APAC investment bank head David Chin has resigned from UBS and will be succeeded by the region’s head of global markets Taichi Takahashi
10/12/2022
Citi Hires Ex-UBS Banker for HNW Coverage in Hong Kong
In his new role, he reports to HNW head for APAC San-San Chan.
10/12/2022
Deutsche Bank Taps Credit Suisse Executive as Asia Wealth Head
Veteran wealth exec among wave of departures at Swiss bank
10/12/2022
Kendris family office appoints two partners
One leads the engineering activities and the other is responsible for the Middle East business.
10/12/2022
BLKB spinoff appoints head of SDG evangelists and research
Sasha Cisar previously worked as a sustainability analyst at J Safra Sarasin.
10/11/2022
7IM private clients director Zane Hunter departs
After three years at the firm
10/11/2022
Fidelity names Claire Dwyer head of investment companies
After Alex Denny leaves to join Pantheon
10/11/2022
Robeco Switzerland appoints Executive Committee
The appointment also underlines the importance of SI Research in Robeco’s activities.
10/11/2022
Third Financial bags more top talent as exceptional growth continues
Third Financial is now one of the largest independent regulated technology firms offering Investment Platform and Software services to Wealth Managers, Financial Advisers and Family Offices.
10/11/2022
Revealed: Church House hires JM Finn veteran James Edgedale
Edgedale joins Church House as a client director a few months after ending his 37-year career with JM Finn, where he was chair.
10/11/2022
IQ-EQ appoints ESG Director to drive next phase of client offering
He is also a qualified barrister and holds the CFA Certificate in ESG Investing.
10/11/2022
ZEDRA Governance (formerly PTL) promotes Managing Director
The appointment will take effect from 1 November 2022.
10/10/2022
Citi Private Bank appoints new LatAm lending boss
He has more than 24 years’ industry experience, beginning his career in finance with US Bank, where he stayed for six years and joined initially as a trust officer
10/10/2022
Investment Banker Colando Hutchinson joins Sterling Asset Management
His long-standing career in the finance industry includes over a decade with Victoria Mutual Wealth Management Limited (VM Wealth).