07/17/2023
UBP appoints new German sales manager from GAM
In this function, he is responsible for the expansion of the wholesale business and business relationships with sales partners in Germany
Executive Moves
07/17/2023
Muzinich appoints new Head of Institutional Clients in Geneva
He comes from the French fund house Natixis Investment Managers.
07/17/2023
Natixis Investment Managers appoints Global Head of Finance & Strategy
He will report to Stéphanie Paix, Chief Executive Officer of Groupe BPCE’s global businesses.
07/17/2023
Coutts appoints head of financial planning from Nutmeg
She joins from Nutmeg, where she was executive director of wealth services.
07/17/2023
Head of International Private Banking appointed by Lloyds Bank International
Ozlem has more than 25 years’ international banking experience, across a number of leading international financial institutions in a range of corporate, private and retail banking roles.
07/17/2023
Stonehage Fleming announces CI compliance appointments
Candice Price has been appointed as Head of Risk and Compliance in Guernsey.
07/17/2023
Deutsche Bank Implements Senior Changes in Private Banking Division, Introduces New Product Division
The private banking activities will now be divided into five main areas, with the incorporation of wealth management offerings in different regions alongside personal banking in Germany.
07/14/2023
Deutsche Bank creates new product division amid senior PB changes
The new management structure puts an emphasis on connecting wealth and corporate banking services for UHNW clients as part of the ‘one bank’ offering.
07/14/2023
Pictet adds new face to CHF 7bn Robotics fund’s PM team
Research analyst Stanislas Buiatti has been assigned as the fourth investment manager on the popular thematic strategy.
07/14/2023
UBS adviser joins Asserta IAM as managing partner
Christian Ansorg, former client adviser for wealth management, has joined Asserta Asset Management after 11 years at UBS.
07/14/2023
Julius Baer Guernsey brings tech to forefront with new Head of Change
His ambition is to showcase Julius Baer leading the way in technology and digitisation, through upskilling its teams, continuing to grow the business and improve client experience.
07/14/2023
Mark Connelly joins Rothschild & Co as Managing Director to lead its equity capital markets offering in North America
The newly established role focuses on the expansion of Rothschild & Co’s Equity Markets Solutions business in North America
07/13/2023
Introducing Alexandria Galiano: Newest Member at Galiano Wealth Management Group, LLC
She has also added to the family-oriented atmosphere that is already integrated within Galiano Wealth Management Group.
07/13/2023
Deutsche Bank to cut senior roles in private bank reorganization
German retail head Lars Stoy will oversee wealth management and private banking in Germany
07/13/2023
HSBC's Annabel Spring on what the private bank will do differently in India
HSBC is looking to leverage its internal talent and client pool as a base on which to build its private banking business in India.
07/13/2023
Ex-Vontobel MD takes over Swiss market at Cinerius
Gordian Giger joins as market head at the Zug-based wealth management consolidator firm.
07/13/2023
Bergos brings former UBS banker into management
She will report to Managing Partner Markus Zwyssig .
07/13/2023
Hawksmoor appoints Chief Operating Officer
She brings more than 20 years of operational experience in regulated environments to her new role, with extensive experience in leading teams from established businesses looking to drive growth, and with others from a standing start.
07/12/2023
J.P. Morgan Asset Management Hires Rachel Betton as Senior Fixed Income Portfolio Manager
Experienced investor joins the firm from PIMCO
07/12/2023
Quintet Private Bank names new CIO in wake of BlackRock deal
The new investment head will continue to lead the bank’s investment research activities.