12/09/2020
Keith Corbett Joins Bluebird Wealth Management as Vice President
Keith brings over ten years of experience at two of the largest asset management firms in the United States - Fidelity Investments and Fisher Investments.
Executive Moves
12/09/2020
Citi announces Usman Ahmed as new Citi Malaysia CEO
Usman will report directly to Amol Gupte, ASEAN head, Citi.
12/09/2020
Geneva private market specialist Hermance Capital is expanding
Hermance pursues three strategies with private equity, private debt and private real estate.
12/09/2020
Mark Sedwill to join investment bank Rothschild & Co
His departure followed months of tension within Downing Street over the government’s handling of the coronavirus pandemic and the future of the civil service.
12/09/2020
Manchester family office taps UBS veteran as chief executive
Paddy Lewis will take over from incumbent CEO Ian Marsh who will become executive chairman of the board.
12/09/2020
Snowden Lane opens new office with $500M ex-Merrill Lynch team
Former Merrill Lynch Group Previously Oversaw $500 Million, Pushing Snowden Lane Over $6 Billion in Total Client Assets
12/09/2020
GAM appoints Global Head of Sustainable and Impact Investment
Prior to that, she spent seven years at Aviva Investors, latterly as Head of Responsible Investment Strategy and Research, and was formerly Head of Research for EIRIS, an ESG research and consultancy firm.
12/09/2020
HSBC Global AM expands Infrastructure Debt Investments team
Currently Director, Infrastructure Finance at HSBC Global Banking and Markets, Beoggi brings 20 years' experience in infrastructure finance, having worked in the sector in Paris, Singapore, and Hong Kong.
12/08/2020
Independent wealth advisory firm appoints new CEO
The team has real dynamism, and an impressive flair for serving a diverse spectrum of clients and locations.
12/08/2020
HSBC names CEO of Wealth and Personal Banking
He is currently the Chief Executive of HSBC Bank plc, the UK non-ring-fenced bank, and Chief Executive of HSBC Europe.
12/08/2020
Holborn Appoints Group Chief Financial Officer
She is a highly experienced and senior finance professional who also provides vision and leadership for strategy, change and transformation
12/08/2020
Cantonal bank appoints AM business unit head
The unit includes the investment office and the institutional and private portfolio management departments.
12/08/2020
Private markets boutique hires ex-Syz client services head
She is based in Geneva and is in charge of developing the business among Swiss private clients and institutional investors.
12/08/2020
Marie Seiler appointed Head Real Estate Portfolio Management for third-party asset management business of Swiss Life Asset Managers in Switzerland
She joins Swiss Life Asset Managers from PwC Switzerland, where she spent over 15 years working for the Real Estate Advisory Team in Zurich, Geneva and Basel.
12/08/2020
Credit Suisse corporate banking head for Switzerland exits
The head of SME business for Switzerland, Andreas Gerber, will succeed him in January.
12/07/2020
Leading international M&A advisory firm further strengthens its green and sustainable transaction network team
impact investing sector, developing a particular expertise within ESG, sustainability and green investments, also holding board positions in climate and transport as well as cybersecurity, transparency and R&D.
12/07/2020
BNP Paribas Asset Management Appoints Global Head of Client Services
In his new role, Daniel will be responsible for enhancing BNPP AM’s client services across all regions.
12/07/2020
Zurich-based fund boutique taps Blackrock again
Prior to that, he held roles in equity research, with a focus on capital goods, at MF Global, HSBC and Capital Group.
12/07/2020
Former Bellevue president replaces veteran as Bâloise chair
He will step down from his role as managing director of Corfinad, which specialises in consultancy for M&A transactions and capital market finance.
12/07/2020
Crestbridge maintains family office services growth with Director appointment
In his new role, Daniel will focus on ensuring that clients continue to benefit fully from Crestbridge’s comprehensive suite of tailored fiduciary and support services.