Managers of Wealth

Itaú appoints head of Itaú USA and private international

Moreira will be based in Miami and is responsible for the wealth management offshore operation of Itau Private.

BNY Mellon appoints new chief financial officer

McDonogh will succeed Ms Emily Portney, who will assume a new role to lead the company’s Treasury Services, Credit Services, and Clearance & Collateral Management businesses.

Ashley Alder appointed as Chair of the Financial Conduct Authority

HM Treasury has today (Friday 8 July) announced the appointment of Ashley Alder as Chair of the Financial Conduct Authority (FCA).

Investec W&I bond research analyst leaves to set up own business

After seven years at the wealth manager, Esther Gilbert has decided to open her own consultancy business.

J Safra Sarasin moves core equities head to sustainable research team

Florian Esterer stepped backed from investment strategies on 1 July and will aim to enhance the ESG integration of the firm.

Change in the Executive Board of SIX

Marco Menotti has decided to leave SIX at the end of July 2022 and devote himself to his own projects.

Ex-Charles Derby CEO steps down as Quilter advice chair

Chris Fautley, chair of Quilter’s financial advice business, has left the business.

BNP Paribas Appoints Singapore-based Regional Cash Management Head

The appointment is effective on 1 August, with Senechal reporting to the regional head of transaction banking, Chye Kin Wee.

Glarus WM appoints COO

She has been head of the Legal, Risk & Compliance department since 2018

Johnson to resign, leaving UK economy facing uncertain period

With Boris Johnson set to resign, the UK enters a period of uncertainty. Will it mean an end to populism?

BNP Paribas Asset Management adds to Consultant Relations team in UK

Catherine reports to Simon and will work closely with him in managing relationships with key consultants in order to obtain ratings for BNPP AM’s flagship strategies.

BNP Paribas Asset Management Names Singapore Chief

She reports to APAC CEO, head of global client group and executive committee member Steven Billiet.

GAM appoints Senior Investment Manager Fixed Income

He will manage various global bond investment strategies and mandates for institutional clients.

SZKB Appoints a new Chief Investment Officer

He joins the Schwyzer Kantonalbank from the Swiss Bankers Association.

Lugano WM hires Credit Suisse private banker as deputy CEO

Prior to joining the firm he worked at Credit Suisse for over 21 years, where he was most recently senior relationship manager for ultra-high-net-worth clients.

LakeField Partners continues the expansion and strengthening of its team

He was a partner at Schwarz and Partner Finanzkonsulenten.

Bonhôte hands Biel branch to ex-UBS private banker after hiring spree

Philippe Borner, who has managed the branch for around ten years, will gradually hand over this position to Tanner.

Broadridge Appoints Chief Technology Officer

Mr. Derr succeeds John Hogan who served in this role since 2014

EFG hires senior LatAm advisor from Crédit Agricole in Miami

A 23-year industry veteran, he has also previously held roles at Santander – where he headed institutional sales in Mexico – at Citi and at ING Investment Management.

Credit Suisse Nabs Climate Risk Expert From UBS

He succeeds Bruno Bischoff, who left the bank last year, as the lender confirmed to finews.com in an email.

Executive Moves