07/03/2019
Multi-family office Waterfield hires Citi banker as managing director
On the investment side of its advisory business, it works with asset management companies, portfolio management services and alternative investment fund providers.
Executive Moves
07/03/2019
Clarien hires chief wealth management officer
Mr Jackson holds an honours bachelor’s degree in business administration from the Richard Ivey School of Business at the University of Western Ontario, as well as a chartered financial analyst designation,
07/03/2019
Goldman Sachs Bank hires new Zurich head from Lombard Odier
Wohnlich will be succeeding Marco Pagliara
07/03/2019
Swiss Life Asset Managers names new ESG head
Based in Zurich, she reports directly to Stefan Mächler
07/03/2019
Singapore’s independent wealth managers bulk up with senior hires
WMA is latest to hire seasoned former bankers with the addition of Kenny Chong as head of investment services and Elizabeth Hart as senior investment advisor
07/03/2019
Nomura AM hires Jupiter's Sackitey for key wealth role
Ben Sackitey joins Nomura as a business development director after a seven-year stint with Jupiter.
07/03/2019
Novia appoints ex-ASI Steve Andrews as managing director
Replacing Bill Vasilieff
07/02/2019
Goldman Sachs Poaches Swiss Wealth Boss
Wohnlich had hired copiously at Lombard Odier, part of a bid to win more Swiss business outside of Geneva.
07/02/2019
Finma Names Backup CEO
Finma said its board hadn’t defined at what interval the deputy role will rotate.
07/02/2019
BearingPoint welcomes 17 new Partners
They will be a part of our continued growth and success and ensure that BearingPoint remains true to its values and principles.”
07/02/2019
Bridgewater to join Butterfield Bank
“Prior to joining KPMG, Mr. Bridgewater was financial controller for Orbis Investment Management Limited and an Assistant Manager at Price Waterhouse in Bermuda where he qualified as a Chartered Accountant in 1995.
07/02/2019
Brown Shipley strengthens credit team with new lending hire in London office
Gerry joins following 13 years at Adam & Company where he was most recently a Relationship Management Director responsible for growth in client assets and liabilities and business development.
07/02/2019
Pictet AM finds Asia CEO replacement
The firm has appointed Junjie Watkins as Asia ex-Japan CEO, a role vacant since November 2018.
07/02/2019
New partner furthers Withers' California growth strategy
Bryan adds: “Moving to Withers is a great step forward for me and my practice.
07/02/2019
Spanish private banking firm makes triple hire
Orienta Capital counts with a team of 51 professionals and has some €1.55bn in assets under administration.
07/01/2019
Deutsche Bank in wealth management hiring spree
Chief executive Christian Sewing wants instead to allocate more resources to businesses that have more stable revenue streams, with wealth management one of them.
07/01/2019
Avaloq appoints new head of sourcing and sales lead
Mathias Schütz will be responsible for the domestic market operations of the world-leading fintech company.
07/01/2019
Nikko AM names new distribution head
In his new role Bluzmanis will report directly to Nikko AM managing director Sam Hallinan, who said the firm was pleased to promote from within.
07/01/2019
IW&I appoints associate investment director in Edinburgh office
In her role at the firm, Livingstone will provide investment management services to private clients, charities, trusts and intermediaries primarily across Edinburgh and the surrounding region.
07/01/2019
WM fintech appoints Switzerland head, hires global sales chief
Schütz will be responsible for expanding the company's position in software as a service and business process as a service.