10/31/2021
Parcion Private Wealth appoints COO
Prior to joining Parcion, Sullivan spent several years at HighTower Advisors and Charles Schwab Institutional.
Executive Moves
10/31/2021
Kleinwort Hambros announces three senior hires
Mark Sheerin has been appointed Senior Private Banker, based in Yorkshire.
10/29/2021
ZKB hires impact investing boutique founder as CEO
Urs Baumann has over 20 years of experience in national and international management as a board member, group CEO, managing director and managing director.
10/29/2021
Santander promotes Miami boss to lead global wealth business
The new unit will report to Francisco del Cura, global head of insurance at Santander.
10/29/2021
Asia Society Board of Trustees Welcomes Eight New Members
Each bring a unique and impressive set of experiences
10/29/2021
ZKB hires impact investing boutique founder as CEO
Martin Scholl is handing over the reigns after 15 years as head of the bank.
10/28/2021
Pictet's Asia Wealth Chairman to Join Bangkok Bank
Previously, he held various senior roles at BNP Paribas, including as its North Asia private banking CEO.
10/28/2021
Former UK Culture Secretary publishes op ed on recruitment of new Commission chair
This has led to criticism from the charity sector on a number of fronts, the first being that the piece implies that charities should not undertake campaigning on any controversial or divisive subjects that may distract from their core ‘missions&
10/28/2021
Credit Suisse Asset Management hires UBS executives
Dierk von Schuckmann will join the Asset Management division of Credit Suisse (CS) as CFO at the beginning of November 2021, as the CS media office confirmed to finews.ch .
10/28/2021
Kleinwort Hambros continues regional expansion with three senior hires
The new appointments are for the firm’s London, Yorkshire and Channel Islands offices.
10/27/2021
BNY Mellon Wealth Management appoints regional fiduciary manager
Brings three decades of trust and estates experience in private banking, fintech, legal research and law practice to the role.
10/27/2021
IQ-EQ appoints Group Chief Information Officer
He has advised multiple private equity portfolio companies and brings a global mindset to the role, having worked across the UK, the US, Europe, India and Africa.
10/27/2021
Brazil bank appoints Zurich private bank head
Fabio Abdo joined the bank in 2018 and has been head of investors in Zurich since 2020.
10/27/2021
Obwaldner Kantonalbank appoints CEO
Margrit Koch succeeds Bruno Thürig who has decided to leave the bank after 20 years.
10/26/2021
Standard Chartered Names Chief Operating Officer for Trade
He joins from HSBC, where has has held roles as global head of trade operations and Chief product officer of Serai, a HSBC-funded fintech, since joining in 2013.
10/26/2021
Independent Wealth Management Firm Strengthens Leadership Team
Devangi D. Thakkar and Foluyinka B. Folowosele join to support organizational growth.
10/26/2021
Tilney Smith & Williamson appoints financial planner from Aviva
In his new role, Thornton’s work revolves around servicing private client relationships as well as business development with key introducers.
10/26/2021
Stonehage Fleming expands the US family office team
The appointment was effective from 13 September 2021.
10/26/2021
Universal-Investment appoints London branch head
Has been appointed as Director, Head of Business Development at Universal Investment Ireland and UK, and will be heading the UK office.
10/26/2021
Basel wealth manager appoints CIO
The firm also appointed an investment committee head earlier this year.