09/06/2023
UBS names Zurich-based strategist as CIO France
Claudia Panseri is moving to France for the new role.
Executive Moves
09/06/2023
Former SJP staffer hired for newly created research role
He will join SJP on September 12, has nearly 20 years’ of experience in investment management.
09/06/2023
Third Financial appoints new Chairman to supercharge growth
He joined the Third Platform Services board in 2021 and has now been elevated to chairman.
09/06/2023
Andrew Reinhart joins Wealth & Investment Management as Head of Trust Services and Chief Fiduciary Officer
In that role he was responsible for the management and oversight of the Trust Company’s national fiduciary administration business.
09/05/2023
UBS super-rich banker switches to British competition
The new head of Germany has 25 years of experience at UBS in national and international wealth management.
09/05/2023
Ocorian appoints Chantal Free as Chief Executive Officer
Previously Chantal spent 23 years at Willis Towers Watson, the global risk and people consulting and brokerage firm, where she held several senior roles in Asia and Europe.
09/05/2023
Walker Crips hires Abrdn regional director to launch new office
Walker Crips plans to open an East Midlands arm for Abrdn’s Matthew Crawshaw and has recruited Francis Clark’s Kaz Dev as part of its regional push.
09/04/2023
Rothschild & Co appoints a further senior client adviser to its Wealth Management business in Spain
Prior to that, he was an Investment Manager at Deutsche Bank Asset & Wealth Management and held various roles at BNP Paribas and UBS Spain.
09/04/2023
Highvern hires Associate Director
She will also work with Richard Joynt, Head of Family Office, to support the services offered by the firm to its family office clients.
09/04/2023
Lombard Odier nabs senior Credit Suisse private bank trio
Pascal Fux, Alain Burkhard and Pierre Pradignac all joined Lombard Odier this September.
09/04/2023
Ex-Vontobel private banking risk head joins BLKB
Roman Urnaut is the first person to work as a business architect at the cantonal bank.
09/04/2023
Ex-GKB private banking boss hires former colleagues for new firm
Allegra Verwaltungs is based in Chur, and was first registered as a business at the start of this year.
09/04/2023
Weatherbys banking CEO steps down after 23 years
Roger Weatherby hands the reins of the family-owned bank to Quentin Marshall.
09/01/2023
Standard Chartered PLC announces changes to its Board
He will be succeeded by Diego De Giorgi who will join the Company on 1 September 2023 as GCFO Designate.
09/01/2023
AllianzGI bolsters equity team in London
In his role he was responsible for managing a range of institutional and retail funds across global, European and UK equity mandates.
09/01/2023
HIGHVERN strengthens private wealth team with new appointment
She will also be working closely with Richard Joynt, Head of Family Office, to support the wide array of services offered by HIGHVERN to its family office clients.
09/01/2023
Laura Hemrika appointed new CEO of the Julius Baer Foundation
As of today, Laura Hemrika takes over as CEO of the Julius Baer Foundation.
09/01/2023
KPMG appoints insurance manager as partner
Lacher has twenty years of practical experience in the insurance sector.
09/01/2023
Premier Miton sticks with Europe manager for just two years
The firm has closed Will James’ fund due to a lack of assets after hiring him specifically to launch the strategy.
09/01/2023
AA-rated equity manager leaves Algebris
Simon Peters departs UK-based group after eight years.