10/07/2020
Julius Baer Hires Global India Group Head for Asia
He will be focused on growing the client segment of Indian professionals and entrepreneurs in Hong Kong and Singapore.
Executive Moves
10/07/2020
UBS Nabs 3 Wells Fargo Advisors Managing More Than $400M
The recruits include a 30-year industry veteran and an advisor focused on UHNW private banking.
10/07/2020
UK Finance names David Postings chief executive
UK Finance today announces the appointment of David Postings as its new Chief Executive.
10/07/2020
JPMorgan names two senior wealth managers for Russia
Vladimir Samarin, previously head of investment banking for Russia and Commonwealth of Independent States at JPMorgan, will join the bank’s wealth management team in London.
10/06/2020
UBS Poaches Tech Executive From Credit Suisse
The Swiss bank is poaching David Tobin from Credit Suisse as its head of risk technology.
10/06/2020
Credit Suisse Hires India Wealth Managers From BNP Paribas
Ravi Malani, former head of equities at BNP Paribas, joins as director and senior product manager.
10/06/2020
additiv expands leadership team to include ex-Orange Director
The role will support additiv’s rapid enterprise customer growth and channel management globally.
10/06/2020
LGT Vestra hires ex-Jupiter regional sales manager
David Brown joins as business development director
10/06/2020
Credit Suisse Expands Wealth Management India Team With Nine Senior Hires
Credit Suisse has a leading wealth management franchise in Asia Pacific, and was most recently ranked the top 2 private bank in the region by industry leading publication Asian Private Banker (“APB”) in its Asia (ex-China onshore) AUM League T
10/06/2020
TISE announces Cees Vermaas as new CEO
Mr Vermaas has over 20 years’ experience working within international financial market infrastructure and, prior to that, spent a decade working in IT and program management roles within leading Netherlands based companies Philips and Delta Lloyd Gr
10/06/2020
Mirabaud adds two to investment team
Kisenyi will work alongside portfolio managers Anu Narula and Paul Middleton on Mirabaud’s Sustainable Global equity strategy.
10/06/2020
GAM appoints Head of UK Wholesale Distribution
Prior to that, he was a Sales Director at Framlington Group and has also held senior sales roles at Insight Investment, formerly Rothschild Asset Management, and Kleinwort Benson.
10/05/2020
Vontobel hires CS veteran as head of Ticino WM
Vontobel’s presence in Ticino was boosted by its purchases of Finter Bank and Notenstein La Roche in recent years.
10/02/2020
GAM appoints new Group Head of Human Resources
Debbie holds a BA in Politics, Philosophy and Economics from Oxford University.
10/02/2020
UBS Hires Mega JPMorgan Bank Team, JPM Securities Lures 40-Year UBS Advisor
The team, which oversaw more than $6 billion of client assets, is expected to join UBS’s private wealth management division aimed at ultrarich clients later this year.
10/02/2020
New Head of Private Client at Spire
He will take over from Alisdair Liddle, who has been head of department at Spire for seven years.
10/02/2020
Former Credit Suisse PM resurfaces at Swiss boutique
Absolute return specialist takes new post overseeing long/short multi-asset at wealth manager.
10/02/2020
Zwei Wealth launches Romandy subsidiary and plans hires
‘Geneva as a financial center and western Switzerland as a region form an important pillar for the expansion of ZWEI Wealth,’ said Patrick Müller, the CEO of ZWEI Wealth.
10/02/2020
Liontrust overhauls fund range and sells Asia Income team
Liontrust will gain up to £2m in cash, payable over five years, for the deal.
10/02/2020
Swiss Robo Adviser Steps Up Expansion
The six-year-old fintech is tasking Jean-Daniel Debons, also an ex-UBS private banker, with a hiring push, regional expansion, and strategic development.