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Executive Moves

08/29/2025

Deutsche Bank PB Adds Emerging Markets Duo

They are both tasked with expanding the bank’s client footprint in its global South Asia and Africa (GSAA) franchise and report to Puneesh Nayar.

08/29/2025

UBS Adds María Ángeles Bonany Muñoz in NYC as Executive Director & Family Office Specialist for International Clients

Academically, she holds a law degree from the Universitat de Barcelona, is a Juris Doctor from the University of Puerto Rico, and has a master’s degree from Universidad Europea, as well as a Fintech Boot Camp from Columbia Engineering

08/29/2025

Focus Financial Partners Names Travis Danysh as Chief Strategy Officer

He will also continue to lead Focus’ Corporate Development function, which includes the firm’s M&A and portfolio consolidation efforts.

08/29/2025

UBS Wealth hires RBC Brewin Dolphin manager for Edinburgh bespoke arm

Andrew Sloan joins UBS as client advisor director in the Edinburgh after seven years with RBC Brewin Dolphin.

08/28/2025

Appointment of David Claus as Group Head of Asset Servicing and termination of the Asset Servicing transaction with Apex Group

With 30 years of experience in financial services and a recognized expertise in asset servicing, David will play a pivotal role in leading the development of the Edmond de Rothschild Asset Servicing business line.

08/28/2025

Schroders Capital Names Real Estate Head for APAC

Based in Singapore, he will work closely with the regional team in Hong Kong, Shanghai and Tokyo.

08/28/2025

DWS Appoints New Head of Institutional Sales for Switzerland

Based in Zurich, he will report to Sven Württemberger, CEO of DWS Switzerland.

08/28/2025

Titan swaps advice CEOs as it restructures operations

Derek Miles is being replaced as CEO of Titan Wealth Planning by current Titan COO Damian Sharp.

08/27/2025

Diagonal Investment Office Adds Eduardo Rehder as Wealth Management Senior VP

“The talent and vision make the difference,” begins the post on the professional social network. “We are pleased to welcome Eduardo Rehder as a new member of our team,” it continues

08/27/2025

UBS Hires Ex-Morgan Stanley Private Banker in Hong Kong

In the role, she reports to Jamee Wong, head private client Greater China.

08/27/2025

Thomas Bauer takes over interim presidency of BLKB

Thomas Bauer is an independent expert with extensive banking expertise; his publications have received national attention.

08/27/2025

Stefan Hiestand joins QCAM’s Board of Directors

With over 40 years of leadership experience in international asset management and investment banking, he will support QCAM’s strategic development and growth initiatives.

08/27/2025

HSBC Global AM sustainable multi-asset head retires

Justin Turner has spent over three decades with the asset manager.

08/27/2025

LGT Hires Former Julius Baer Banker in Dubai

In her new role, she will serve as a Senior Banker, advising ultra-high-net-worth clients in the EMEA region (Europe, Middle East and Africa) as well as in Asia.

08/27/2025

Baillie Gifford joins the Independent Investment Management Initiative

Prompting new inclusion framework for members of the boutique think tan

08/26/2025

Credit Suisse Veteran Joins BNP Paribas Wealth Management

BNP Paribas Wealth Management has named Lars-Christian Schnieder as its new head of credit structuring for Germany.

08/26/2025

DWS makes new sustainability appointments in reshuffle

The German asset manager has handed new titles to four sustainability specialists.

08/26/2025

Partners Group's Greater China private wealth head exits

The firm's Greater China private wealth head is leaving after two years, where she first joined as a senior client relationship manager.

08/26/2025

Former Deutsche Bank NRI banker to join J Safra Sarasin

The banker will join in September, where he is expected to continue covering the wealthy diaspora.

08/26/2025

Deutsche Bank recruits senior NRI banker from Julius Baer

The senior banker joins Deutsche Bank's global Asia team in Singapore.

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