10/23/2019
New president appointed at CISI Jersey branch
CISI member for 26 years
Executive Moves
10/23/2019
Julius Baer Appoints Managing Director Senior Advisor
Ip has 20 years of experience including with DBS's private banking arm where he led an investment advisory team within the fixed income desk.
10/23/2019
Equilibrium Asset Management makes four appointments to Cheshire team
The new appointments come after Equilibrium launched a dedicated recruitment website earlier this year to attract, train and retain new talent.
10/23/2019
Investment Director joins JM Finn
Marcus, who provides investment management services for a substantial number of private clients and trustees, previously spent thirteen years at Rathbones
10/22/2019
UBS Wealth Exec Moves to Deutsche Bank
Samuel Descovich will lead products and solutions in the Americas and work on expanding the ESG lineup.
10/22/2019
IIFL Wealth Management appoints new Chief Information Security Officer
Prior to joining IIFL, Mishra was most recently the Chief Information Security Officer for Idbi Federal Life Insurance.
10/22/2019
Ex-big banker becomes CEO of the credit factory
Meier first worked in various management positions at the Swiss bank UBS.
10/22/2019
Baillie Gifford names new Switzerland country head
Before that, she worked at MFS Investment Management as managing director for Austria and Switzerland.
10/22/2019
Apollon Wealth Management, LLC Announces Dawn Campbell has Joined as Director of Alternative Real Estate Investments
Dawn Campbell has been an executive in the financial services industry for over 25 years.
10/22/2019
Deutsche hires UBS distribution vet for senior Americas wealth role
He will report to Lavanya Chari, head of global products and solutions, and regionally to Patrick Campion, head of wealth management Americas.
10/22/2019
UBS Veteran Heads for Rival Private Bank
The move means partial reinforcement following the exit of the Genevan wealth manager's overall private banking head earlier this year.
10/22/2019
JM Finn makes directorial hire from Rathbones
He will be based at the firm’s the London office.
10/21/2019
Investment firm Multrees expands Edinburgh base
Multrees Investor Services is eyeing a growth push to tackle Scotland’s digital skills gap as it expands into larger Edinburgh premises.
10/21/2019
Acin head of Asset Management division
Peter Irvine, Head of Product, says: “The appointment of Paul is another critical step forward for Acin as we expand our offering across the financial services sector.
10/21/2019
Nutmeg CIO exits for ‘one of the biggest financial firms in the world’
Stead adds Port is now leaving Nutmeg “to start an exciting new role for one of the biggest and most well-known financial services firms in the world”, without giving further details.
10/21/2019
Multrees turns to apprentices as company expands
The company, which also has an office overlooking St Paul’s Cathedral in London, is committed to employing “more apprentices than ever before” to help meet demand in areas such as data management and operational analysis.
10/18/2019
Brown Shipley creates investment role for Coutts director
Brown Shipley has hired Shanti Kelemen to take up a director post within its investment office.
10/18/2019
SJP makes corporate and fund board appointments
Fund board appointments scrape in just before FCA deadline
10/18/2019
BNP Paribas appoints new head of wealth management in Italy
The French bank said it planned to hire more private bankers in Italy.
10/17/2019
Peter Babej to lead Citi’s Asia-Pacific division as it plans China growth
New York-headquartered bank has made mark with high-profile listings in region