10/26/2022
Schroders Personal Wealth hires a Personal Wealth Adviser
She joins from St James Place Wealth Management, where she was the Director of Green Wealth Planning Ltd for seven years.
Executive Moves
10/26/2022
EdenTree promotes AA-rated manager to head of fixed income
David Katimbo-Mugwanya will take on the position after seven years with the firm.
10/26/2022
Fabrice Zumbrunnen resigns as Chairman of the Migros Bank Board of Directors
Fabrice Zumbrunnen will be available for a smooth transition phase and will support the introduction of his successor.
10/26/2022
Carey Olsen boosts its Guernsey trusts and private wealth practice with senior hire
Prior to joining Carey Olsen, Joanna was a partner at Herbert Smith Freehills where she led the firm's private wealth practice in China.
10/25/2022
Quilter Investors hires new head of responsible investment
He will report into chief investment officer at Quilter Investor
10/25/2022
Sionic Announces Scott Lee Promoted to Managing Partner
He will also co-lead wealth management & private banking
10/25/2022
Family Office recruits two senior bankers from LGT Bank
Vienna office will be strengthened with two bankers from LGT Bank
10/25/2022
J. Safra Sarasin Group continues expansion in Spain
The team has long-standing experience serving private clients
10/25/2022
Cembra appoints Chief Technology Officer and Member of the Management Board
He will take over the position of Chief Technology Officer and become Member of the Management Board of Cembra on 1 November 2022.
10/25/2022
HSBC Leadership changes
HSBC has made significant changes over the last three years.
10/24/2022
BNY Mellon hires head of responsible investing from Neuberger
The role is a new one at BNY Mellon and is global in scope.
10/24/2022
Credit Suisse Chief Compliance Officer to Depart
Lopez Lorenzo replaced Laura Warner who departed after the Greensill and Archegos debacles.
10/24/2022
Arbion taps senior private banker as investment boss
Marco Pabst will take on the role of group chief investment officer at the firm, taking charge of Arbion’s investment offering to clients.
10/24/2022
Zwei Wealth recruits partner for Eastern Switzerland
Luca Studer started this month and previously worked as an equity analyst.
10/21/2022
Rockefeller Asset Management Expands Team to Scale Existing Capabilities and Position Growth Centered on Strategic Partnerships
They will also allow RAM to extend the reach of its active equity and fixed income as well as alternatives strategies across fundamental, systematic, and thematic approaches.
10/21/2022
OCBC Bank Appoints New Head For Its Group Consumer Banking And Wealth Management Businesses
The consumer banking wealth management business is managed under the brands of OCBC Premier Banking and OCBC Premier Private Client.
10/21/2022
Tubiana returns to BNP Paribas AM as ETF specialist
He will accelerate our commercial capabilities in our key markets, where the attraction for ETFs and index funds has not ceased to develop in recent years.
10/21/2022
Christophe Hamal to become CEO of Baloise in Belgium
He started his career at Roland Berger in 2001.
10/21/2022
RBC Brewin Dolphin adds wealth director to its 1762 team in St James’s.
Prior to that he has worked at senior levels at Kleinwort Hambros, Citi Private Bank and HSBC Private Bank, having started his career with Mercury Asset Management.
10/21/2022
Avenue Family Office Adds 30-Year Veteran as Partner
The Avenue Family Office is a unit in the broader Avenue group.