01/28/2022
Julius Baer restructures LatAm unit, Mexico head exits
The move reflects Cuomo’s growing stature as a leading figure for Julius Baer’s Latin America business.
Executive Moves
01/27/2022
HSBC Bolsters Wealth Unit With Bank of Singapore Hire
He will be tasked with the development of capital market products and platforms across the bank’s wealth segments as well as online trading offering.
01/27/2022
UBP Nets Ex-CCB Banker for Greater China Market
Based in Singapore, Suen will be tasked with strengthening the bank’s Greater China client coverage and providing bespoke advisory for the market’s ultra-high net worth clients.
01/27/2022
Schroders Personal Wealth strengthens leadership team
He will work closely with the business development and client engagement teams to drive marketing initiatives and growth strategies.
01/27/2022
PIMFA boosts board
Nick sits on a number of Redmayne Bentley’s key control committees and is a member of the Main and Executive Boards where he is central to Redmayne Bentley’s business strategy and development.
01/27/2022
SJP managing director Gascoigne to step down
He has been an executive at the firm for more than 30 years
01/27/2022
Standard Chartered Nets Ex-Credit Suisse Sustainability Chief
Highly experienced CSO will lead team combining Group sustainability strategy and client solutions
01/26/2022
Quilter Cheviot's David Miller brings four-decade career in wealth management to a close
Joined Cheviot Asset Management in 2007
01/26/2022
Forum Finance appoints new partner from Reyl
He will initially be based in Geneva and will head up Forum Finance's Dubai office
01/26/2022
Five senior promotions for Credit Suisse team
Nick Kearns and Laura Quertier in the Global External Asset Manager department have been promoted to Director and Assistant Vice President, respectively.
01/26/2022
Fisch Asset Management expands Executive Committee
Chairman of the Board, Dr Pius Fisch, commented: “I am delighted that with this forward-looking solution we can ensure that Fisch will continue to be a successful, independent company for the benefit of all stakeholders.”
01/26/2022
KKR names Global Head of Private Wealth
Augments commitment to expanding access to KKR’s investment strategies for individual investors
01/26/2022
Finbarr Griffin appointed as Head of Corporate Advisory
The Goodbody team of over 30 senior corporate financiers and advisers based across Dublin and London will report to Finbarr as the firm continues to grow its share of the corporate advisory market in Ireland as well as scaling up its sector-focused adviso
01/26/2022
PraxisIFM celebrates talent with a host of senior promotions
Seven of the promotions will see individuals move up to Associate Director level.
01/25/2022
UBS structured products head joins SG bank
He has been recruited by Bank of Singapore as head of structured products.
01/25/2022
Geneva IAM names partner to drive international expansion
He joined the company in January 2022 from Reyl, where he worked for 13 years.
01/25/2022
Monzo hunts for GM to build and lead new investment business
The ideal candidate will have been involved in leading the build of an investments or wealth platform from the ground up in an entrepreneurial environment.
01/25/2022
Charles Stanley hires director of investment management services
"I am confident that his proven track record will help to drive the business forward and maintain our strong foothold and reputation for excellent client service in the London private wealth market."
01/25/2022
Wealth manager appoints ex-UBS WM head as CEO
Current CEO Felix Brem is retiring from operational management and moving to the board of directors.
01/25/2022
Independent Wealth Planners names new group CEO
With Rob safely on board, I will continue to support the growth of IWP, particularly by focussing on our very busy acquisitions pipeline.