12/12/2019
Independent Wealth Planners UK appoints director
Virgine’s appointment will help us coordinate and build an outreach strategy so current and future customers all over the country can understand the IWP proposition.
Executive Moves
12/12/2019
Mirabaud appoints Head of Communications and Marketing
Bertrand Bricheux joined the Mirabaud Group in 2011
12/11/2019
Co-CEO of Fisch leaves company over strategic differences
Good held the role of head of portfolio management from 2014 until earlier this year
12/11/2019
Nordea AM poaches regional sales director from BlackRock
He reports to José Machi, Nordea’s head of fund distribution in Switzerland.
12/10/2019
HSBC hires Citi veteran to boost EMEA private banking
HSBC Private Banking has appointed Gavin Rankin as regional head of investment services & product solutions for EMEA.
12/10/2019
Kingswood appoints head of wealth in management shakeup
Kingswood is also pleased to announce that Rupert Thompson has been promoted to Managing Director and Chief Investment Officer for the group.
12/10/2019
STEP Benelux appoints new chair
His appointment is a strong endorsement of his expertise and commitment to our industry and we wish him well with his chairmanship.
12/10/2019
Rothschild & Co boosts UK Wealth Management business
She joins Rothschild & Co from Seven Investment Management LLP (7IM), where she was a Private Client Manager, having joined in 2004.
12/10/2019
Guernsey Finance CEO to step down
Recruitment of a successor to Mr Wheatley will begin in January 2020.
12/09/2019
Former Quilter Cheviot CEO joins IFA
It provides advice to clients with investable assets of £100,000 or more and offers its services on pensions, tax and estate planning, alternative investments, property, Isas, managed investment portfolios, insurance and protection.
12/09/2019
KBL poaches UBS WM’s head of Global Financial Intermediaries Switzerland
KBL’s Swiss operations only launch officially once its purchase of Bellevue Group’s banking division is completed in the first quarter of 2020.
12/08/2019
HSBC reshapes senior team ahead of next CEO's arrival
The departure of Moses would mark the most senior exit from the business since the ouster in August of former chief executive officer John Flint.
12/06/2019
Investec W&I poaches Brewin veteran to head new Bristol office
Investec Wealth & Investment has hired Alex Barrell as divisional director of its Bristol office.
12/06/2019
Coaching Firm Poaches From UBS
She recently took the reins at the company founded by her father, trauma surgeon Aki Hintsa, in 2000.
12/05/2019
Maryann Turcke to be appointed to the Board of Directors of Royal Bank of Canada
Recognized for her breadth of leadership across industries
12/05/2019
Evercore Wealth Management announces new CEO
As CEO, he will work to drive continued strong growth, providing clients across the United States with personal wealth management and fiduciary services in a manner consistent with the Evercore culture of excellence and integrity.
12/05/2019
Maples Group Announces Leadership Appointments
A number of new leadership appointments were also made to the Group's global management team this year
12/05/2019
VP Bank Singapore Hires Julius Baer Pair
He brings more than three decades of wealth management experience to his new role.
12/04/2019
Vontobel Russian Banker Hands Over
Zanotelli began his career in the private banking arm of now-defunct Swiss wealth manager Wegelin.
12/04/2019
B. Riley Wealth Management Appoints Chief Investment Strategist
As B. Riley Wealth Management's Chief Investment Strategist, Dietrich is focused on managing investments for private investors, retirement funds and private institutions throughout the United States.