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Executive Moves

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).

10/10/2022

RWM Welcome Two New Team Members

We’re proud to welcome both Elsie and Laura to Team RWM!

10/10/2022

Societe Generale: Changes Within The Group's General Management

She joined the Group in 2020

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