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Executive Moves

02/06/2025

Oakglen Wealth appoints Jersey office Compliance Lead

In this piece we bring to you the news regarding our recent employee appointment of Charlotte Larbalestier, to Head of Compliance, as we continue to grow our team in Jersey.

02/05/2025

Savvy Taps New Growth Officer to Bolster RIA Push

The tech-driven advisor platform provider has also added RIAs representing $400M to its growing stable of affiliates.

02/05/2025

First Republic Ex-Private Wealth Head Taps Old Team for New Firm

New firm to target high-net-worth and emerging-wealth clients

02/05/2025

Emirates NBD names new group head of wealth advisory

The internal promotion comes after the bank introduced its next gen programme last year.

02/05/2025

Adrian Mazenauer appointed as CEO of SCB Julius Baer

SCB Julius Baer, the strategic wealth management joint venture between Siam Commercial Bank and Julius Baer, has appointed Adrian Mazenauer as the new CEO effective immediately.

02/05/2025

Julius Baer sheds 400 jobs, downsizes executive board

The company’s executive board has now been trimmed from 15 to 5 members, as the bank eyes another CHF110m in cost savings.

02/05/2025

Stonehage Fleming Appoints Alasdair McLaren As New Director in Family Office Division, Guernsey

Alasdair and Patrick will both report to Gillian Ralston Jordan, Partner and Head of the Family Office in Guernsey.

02/04/2025

Julius Baer Thai JV appoints new CEO

Adrian Mazenauer will lead the joint venture between Siam Commercial Bank and Julius Baer.

02/04/2025

Stonehage Fleming Investment Management Announces Promotion of Nick Burchett

Nick has demonstrated his deep knowledge and investment experience managing two of our flagship funds alongside Paul.

02/04/2025

Westpac : Chief Executive, Business & Wealth

He joins Westpac from the Commonwealth Bank of Australia, where he is Executive General Manager, Regional and Agribusiness Banking in Business Banking.

02/04/2025

Northern Trust Asset Management Expands Global Quantitative Investment Strategies Team Series of Appointments

Series of Appointments to Enhance Quant Capabilities and Accelerate Innovation

02/04/2025

Greek wealth manager promotes selector to co-CIO

Dimitris Dalipis has stepped into the role of co-CIO alongside Chris Aesopos, the firm’s chief executive.

02/04/2025

Standard Chartered PLC appoints Maria Ramos to succeed José Viñals as Group Chair

She has extensive international non-executive and Chair experience as well as a deep understanding of operating across emerging and developing markets.

02/04/2025

Barclays Private Bank appoints head of investments for Switzerland and Dubai

The senior hire was previously at Pictet focusing on the Middle East region.

02/04/2025

Carlyle-backed wealth manager Hurst Point appoints new CEO

Andrew Westenberger succeeds Ian Gladman at the parent group of Hawksmoor and Argentis.

02/03/2025

J.P. Morgan Asset Management Names Japan CEO

In the role, she will be responsible for driving the strategic direction and accelerating the growth momentum of the Japan business

02/03/2025

Singaporean Investment Boutique Appoints Swiss-Based DACH Head

Effective immediately, Fabian Huber will take on the role of DACH head at White Oak Capital Management (Switzerland)

02/03/2025

Schroders appoints Firetrail's Doyle for investment director role

Doyle will report to Ray Macken, Schroders’ head of client group for Australia and New Zealand.

02/03/2025

GAM Investments hires new European Equity team

These strategic hires underscore GAM's steadfast dedication to providing clients with access to unparalleled investment expertise and exceptional outcomes.

02/03/2025

Ex-MBaer Merchant Bank CIO resurfaces at UBS

Francesco Mandalà returns to UBS for a third time in his career, after a gardening leave of four months following his departure from MBaer.

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