03/11/2021
Boston Private Loses Two Advisors
Jeffrey Kaufman and John Tassone leave two months after SVB Financial agreed to buy Boston Private for $900 million.
Executive Moves
03/10/2021
Orion's Chief Marketing Officer Departs Firm
After nearly four years at the firm, Kelly Waltrich is leaving Orion and hinting at her own entrepreneurial endeavors.
03/10/2021
Quilter appoints independent non-executive director
Tazim is a graduate of Durham university
03/09/2021
James Hambro & Partners taps Aberdeen again for Leeds wealth hire
He will join the office launched one year ago as the business continues its northern expansion.
03/09/2021
Stonehage Fleming Announces Series of New Appointments in Jersey
The new appointments join an office of over 100 people
03/09/2021
BNP Paribas Wealth Management strengthens its position in the Entrepreneurs and Families segment in the Netherlands
These new appointments are part of our business development plan to serve European Entrepreneurs by supporting their international growth and meeting their needs for financing or investment.
03/08/2021
Withers appoints Joel Shen as Partner as part of Withers tech Asia expansion
Joel’s promotion is a testament to the fast-growing technology investments between Indonesia, Singapore and the broader Southeast Asia region and the growth of our practice in Asia.”
03/08/2021
Contemi Solutions Appoints Executive Board
The Executive Board is an important step in developing Contemi into a leader in IT solutions for financial services companies in Asia/APAC and Europe.
03/08/2021
Cantonal bank appoints Pfäffikon head
Celine Oberson will start on her new role on 1 April
03/08/2021
Cantonal bank appoints Pfäffikon head
Celine Oberson will start on her new role on 1 April
03/07/2021
Investcorp names private wealth head for Bahrain, Kuwait
Al Sada has been a great ambassador for Investcorp and his appointment not only reinforces our commitment to maintain a longstanding relationship with clients in the GCC, but also reflects the strengths and high caliber of Investcorp’s new generatio
03/05/2021
Specialist bridge finance fund scoops Wells Fargo Regulatory Head
Colam was Head of Private Banking with Bank of Scotland, part of the Lloyds Banking Group, from 2007-2009.
03/05/2021
Cantonal bank appoints market services head and board member
Current head David Strebel is leaving the bank by choice to have a career break. He had joined the bank in 2015.
03/05/2021
Rathbones chair exits early ahead of May date
Senior independent director Jim Pettigrew will assume the role of interim chair until the 2021 annual general meeting.
03/04/2021
CREALOGIX bolsters its technology expertise: Thomas Roth appointed CTO
Most recently, Roth worked for a renowned consulting firm, where he assisted and supported leading national and international retail and universal banks as well as helping asset and wealth managers achieve their digital ambitions.
03/04/2021
Alliance Trust appoints former SJP boss to board
Karl Sternberg, the Company’s Senior Independent Director, will stand down from the Board on 30 June 2021.
03/04/2021
Boutique PM leaves for LGT
He spent over seven years at the boutique in Liechtenstein.
03/04/2021
Leonteq proposes two independent board members
Outgoing board members Jörg Behrens and Patrick de Figueiredo had been members of the board since 2012 and 2010, respectively.
03/03/2021
Standard Chartered appoints Global Head of Managed Investments
She is responsible for building and growing the Funds and Discretionary Portfolio Management businesses.
03/03/2021
Raiffeisen Wegenstettertal reorganizes management
The 43-year-old Haefliger, who previously worked in asset management and was most recently head of sales at MFM Mirante Fund Management, has Claudia Neeser as his deputy, who also heads the services division.