07/14/2020
Privatam hires director of investment solutions
Privatam offers a multi-investment bank product monitor called PARity and handles over $8bn (CHF 7.5bn) worth of investment products for wealth managers.
Executive Moves
07/13/2020
Bank Degroof Petercam replaces Switzerland CEO
We are delighted to welcome Philippe as Managing Director of Degroof Petercam (Suisse).
07/13/2020
Kingswood expands sales team with triple hire
Leigh Philpot, Head of Wealth at Kingswood, says: “We are thrilled to welcome Paul, Clare and Michael as Business Development Managers to Kingswood
07/13/2020
VP Bank Hires Top Regulator as Risk Chief
The Chief Risk Officer of VP Bank is responsible for the Group-wide Group Legal Services, Group Compliance and Group Risk departments.
07/13/2020
Credit Suisse Promotes Veteran Thailand Private Banker
Tan is an 18-year Thai banking veteran and before rejoining Credit Suisse
07/13/2020
Bank Degroof Petercam replaces Switzerland CEO
His long experience and in-depth knowledge of the industry make him the ideal candidate to further develop our activities in Switzerland.’
07/13/2020
Rathbone Greenbank Investments makes two new hires
Bolstering DFM capabilities
07/13/2020
Lombard Odier adds Graham Quant Macro fund to PrivilEdge fund platform
The addition of the Graham quantitative macro strategy complements our innovative, flexible and differentiated range of fund solutions tailored to meet our clients’ needs.
07/13/2020
Wells Fargo appoints Head of Advice in Private Wealth Management
Industry veteran tapped to lead national planning and sales team
07/10/2020
MAI Capital Appoints New Managing Director
The financial services industry veteran joins $7B firm to help advance wealth management services at the firm's NYC office
07/10/2020
Giuseppe De Filippo joins Julius Baer to lead newly created unit for direct private investments
Bank Julius Baer will create a new unit and launch a dedicated offering for direct private investments such as Private Equity and Private Debt for its UHNW clients. The unit will be led by Giuseppe De Filippo, who will join the Bank together with a team o
07/10/2020
SJP appoints two new managers for revamped global equity income fund
Pzena Investment Management and Sanders Capital have been brought in to help manage the newly named Global Value fund.
07/10/2020
Brown Brothers Harriman appoints new partner
Val’s extensive corporate finance, operating and relationship management experience over the past 25 years uniquely position him to lead our Corporate Advisory and Banking practice.
07/09/2020
Howard Atkinson Appointed Chief Business Officer of Pascal Financial
Wealth management industry leader makes investment in emerging fintech leader and assumes full-time leadership role to accelerate company’s growth plan
07/09/2020
Aegon Asset Management appoints Global Head of Consultant Relations & Global Financial Institutions
Coupe and Morrison join Aegon Asset Management as it begins the next step in its development into a truly global asset management business following its successful integration of its Asian, European and US divisions.
07/09/2020
Leading offshore law firm announces six appointments in the Channel Islands
These latest appointments include members from both the Corporate and Dispute Resolution teams.
07/09/2020
UBS Replaces Investment Strategist to Super-Rich
The Australian-born Smiles spent 16 years at UBS
07/09/2020
Broadridge Announces CFO Transition
Broadridge has initiated a search process for a permanent successor that will include both internal and external candidates and has engaged a leading executive recruitment firm to lead this process.
07/09/2020
Dominic Wheatley Joins Cutts-Watson Consultancy
Mr Wheatley’s appointment reflects CWC’s ethos of acting as a Trusted Adviser
07/08/2020
Copia Capital Management expands team
In 2019 Robert was named “Chief Investment Officer of the Year” at the Insurance Asset Risk Awards.