05/15/2025
Samuel Kim appointed Global Head of Mergers & Acquisitions at Deutsche Bank
A native New Yorker, Sam will be based in New York and report to Alison.
Executive Moves
05/15/2025
Gonet recruits seasoned private banker to head Cologny branch
The bank opened the office in Cologny, a suburb of Geneva, in 2021.
05/15/2025
SIX appoints exchanges head in executive reshuffle
Two current staff will join the executive board, as well as Rafael Moral Santiago, who steps up following a senior role at HSBC in Hong Kong.
05/15/2025
River Global asset management CEO departs
Current head of equities Matt Hudson to become CIO
05/15/2025
FNZ Welcomes Cornelia Coman as Group Head of Europe and Appoints Tom Chard as Group Head of Growth
The appointments reflect FNZ's commitment to delivering sustainable value to clients and investing in world-class leadership.
05/15/2025
Brooks Macdonald strengthens Executive Committee
She replaces Gavin Neilson who has been Interim COO since August 2024.
05/14/2025
SEI Makes Leadership Appointments in Traditional Investment Managers Segment
Evolution of Leadership Reinforces SEI’s Strategic Commitment to Serving Clients and Driving Growth
05/14/2025
Bergos Strengthens Executive Team And Hires A Chief Private Banking
He will co-lead the Zurich-based bank as the third member of the Executive Board
05/14/2025
New Head of Private Banking for Investec in the Channel Islands
She is based in Guernsey and leads the business across the Crown Dependencies.
05/14/2025
Investec Bank has Appointed Two Leaders to Head its Financial Intermediary Team
Ashley Dye has been appointed to lead the Guernsey Financial Intermediary Team, and Ryan Lambotte to lead the Jersey Financial Intermediary Team
05/13/2025
Bernstein Private Wealth Management Appoints Ashley Velategui as Head of Wealth Strategies Group
Based in Seattle, Washington, Ms. Velategui will be reporting to Alex Chaloff, Head of Investments and Wealth Strategies, who has been leading the $137 billion Bernstein platform since 2023.
05/13/2025
Succession planning in the BEKB Board of Directors under the sign of continuity: From Antoinette Hunziker-Ebneter to Annelis Lüscher Hämmerli
The current Chairwoman of the Board of Directors, Antoinette Hunziker-Ebneter, will step down as planned in May 2026 after twelve years of service on the Board of Directors
05/13/2025
Ex-Julius Baer executive resurfaces on major asset manager’s board
Beatriz Sanchez, who held roles including chair of the Americas at Julius Baer, will join the board of Sura Asset Management and Sura Investments.
05/13/2025
Columbia Threadneedle UK distribution co-head joins Rathbones
As part of a trio of hires to the Rathbones distribution team
05/13/2025
Premier Miton rethinks manager line-up on trio of funds
Asset manager also closes £6m EM Sustainable fund that has struggled to garner interest since launch two years ago.
05/13/2025
Rathbones AM poaches from Vanguard in hiring spree
The appointments come as the firm attempts to strengthen its advisory offerings.
05/12/2025
Peakhouse name new CEO amid office expansion
Berry Wong is appointed group CEO of the Hong Kong multi-family office.
05/12/2025
40 Under 40 fund buyer promoted to lead wealth services
Italy-based selector has made the jump from head of financial insurance, consulting and portfolio monitoring.
05/12/2025
Financial Services Expert Julien Wallen Joins FTI Consulting as Senior Managing Director
He will lead strategic client engagements, drive financial transformation initiatives and support the growth of the firm’s financial services capabilities.
05/12/2025
Brian Oosterhouse joins J.P. Morgan Private Bank as a VP and Banker
Brian seeks to understand each client’s unique needs and aspirations