10/27/2020
Seccl adds trio of hires from Quilter, Embark Group and Ascentric
New heads of propositions and compliance named
Executive Moves
10/27/2020
Cambridge Associates adds to Private Client Practice
Family Enterprise Solutions to support family office strategy, structure and governance
10/26/2020
More Exits at Seba
Several other top executives
10/26/2020
Cantonal bank PB head leaves
Lorenz Keller will take on the role on 2 November 2020 as interim successor while the board of directors looks for a replacement.
10/26/2020
Rockefeller Capital Management Continues Growth with Chicago Expansion
Chicago-based CM Private Wealth Marks 25th team to Join in 2020
10/26/2020
Quintet named Market Head For Switzerland
He previously worked at Credit Suisse and UBS.
10/26/2020
Corestone axes half its staff in restructuring, including Hinrichs
Two of the analysts are Urs Widmer and Sandro Calouri.
10/26/2020
Credit Suisse's private bank makes three new hires
Meanwhile, the new job signals a return Down Under for Magowan, who was working in the United Kingdom as head of advisory solutions for European private bank Julius Baer.
10/23/2020
Citi Private Bank global boss Charrington exits
It is not yet known who is taking over his role as global head of private banking.
10/23/2020
Central Bank of Ireland introduces new controlled function roles for financial firms
The chief information officer role applies to all regulated firms, except credit unions, and will apply where the RFSP has a high or medium high prudential impact risk, or where IT is a key enabler or core element of the firm’s business model.
10/23/2020
More Exits at Seba
Several other top executives includung legal chief Sibil Melliger and security head Nagib Aouini also left in recent months.
10/23/2020
Northern Trust Asset Management’s Dzanis joins Investment Association Board
Marie will bring a depth of industry experience and dynamic vision to the IA board and I look forward to her insight and leadership.
10/23/2020
Geneva firm hunts for WM for Russian market
They will be expected to have an existing portfolio of high-net-worth clients.
10/23/2020
Julius Baer director exits to launch São Paulo wealth shop
Justus and Eraldo Salles also plan to launch Legend Investimentos, a business that will aim to attract independent financial advisors and will offer access to BTG Pactual’s digital platform, according to reports.
10/22/2020
Northern Trust Adds to Foundation & Institutional Advisors Practice in Chicago
In this role he was the primary client contact for several of the firm’s endowment, foundation and pension clients.
10/22/2020
Sayers bolsters wealth team; snares ex-UBS Wealth head of operations
The string of hires come a month since Sayers revealed itself to the market
10/22/2020
Bank CEO steps down
Cembra Money bank CEO Robert Oudmayer has been in the role since 2009.
10/22/2020
Julius Baer’s Thai JV Nabs Ex-HSBC Private Banker
SCB-Julius Baer, a wealth management joint venture between Siam Commercial Bank and Julius Baer in Thailand, hired HSBC private banker to lead its investment unit.
10/22/2020
Walker Crips appoints former Tilney financial planner to wealth team
James Bonarius joins the firm having spent seven years in Tilney’s Leeds office.
10/22/2020
Changes in the Managementand Board of Directors of Cembra
Robert Oudmayer to step down in the course of 2021