09/10/2020
Bellecapital poaches Deutsche Bank WM director to lead UK business
At Deutsche Bank, where he worked between 2012 and 2020, he was responsible for UHNW and HNW clients and family offices.
Executive Moves
09/10/2020
Bryant Davis hired as Financial Advisor in UBS Los Angeles Private Wealth Management office
Bryant brings over 15 years of wealth management experience to the Phillips Hayes Group.
09/10/2020
Merrill Lynch replaces head of asset management relationships
She was a head of asset management relationships within its Investment Solutions Group.
09/10/2020
Credit Suisse PM steps back from $4bn digital health fund
Swiss asset manager has already reinforced the fund management ranks for the strategy.
09/09/2020
Tilney Smith & Williamson hires for tech drive
Mayank will have a key role to play ensuring a successful integration of the two businesses and driving new digital development and innovation to continually improve the services we provide to clients.
09/09/2020
Swiss wealth manager appoints banker for investor relations
They will work with Christophe Morize in a team of six that provides services to pension funds and insurers in Switzerland and abroad.
09/09/2020
Mirabaud AM hires ex-Aviva PM for emerging markets team
Deuchars previously worked at Aviva for over three years, where she was the lead portfolio manager for a number of strategies.
09/09/2020
Crestbridge Plans for More Private Equity and Venture Capital Funds Growth With Appointment of Tech Firm Veteran
Crestbridge, the agile alternative for private equity and real estate administration solutions, has appointed Aaron Bird as Associate Director of Business Development.
09/09/2020
SocGen PB appoints head of corporate social responsibility for Switzerland
Her role will include expanding and promoting the range of sustainable solutions for private investors.
09/08/2020
Northern Trust Names Senior Appointments for MEA
Appointments of Areej Al-Mokbel and Effat Badeeb Support Business Growth and Development of Local Leadership Team
09/08/2020
Schroders announces senior leadership transition within its Schroder Secquaero business
Stephan who was appointed Deputy Head of Schroder Secquaero as Dirk’s designated successor in November 2019 has assumed the new role this month, as planned.
09/08/2020
StanChart's global head of commodities business to leave as team restructured: memo
It wasn’t immediately clear whether the exact role that Belentepe is relinquishing will be retained.
09/08/2020
Catherine Grum and Sam Patel join BDO
Earlier in September, the firm announced its first Australian acquisition in over a year, purchasing DBW Group, adding a 13-strong team to its operations in Sydney.
09/08/2020
CS hires management committee member of Swiss Universal Bank
Mende will also head the strategy and initiatives area at the group’s Swiss arm.
09/08/2020
HSBC names new CEO of private banking
HSBC also today appointed Taylan Turan as group head of customers, products and strategy for the WPB division.
09/08/2020
CS: New addition to the Swiss management
The 53-year-old succeeds Daniel Hunziker , who will head the institutional large customers division from October 1st.
09/08/2020
New addition to the Swiss management
According to the announcement, Mende has many years of experience in the banking sector and has held various management positions in business development and consulting for over 25 years.
09/08/2020
BNY Mellon Wealth Management Names Client Strategist
She is a Series 7 and Series 66 Securities license holder.
09/08/2020
Rockefeller boosts Private Wealth Platform
Advisors join Firm in three regional divisions: Pacific Northwest, Central, and Southwest
09/07/2020
New chief aims to revitalise TMBAM ES
Mr Adisorn will assume his role from Boonchai Kiattanavith, former chief executive of TFUND Eastspring, and Somjin Sornpaisarn, former chief executive of TMBAM ES.