08/03/2023
Adam Harrison joins fintech Fundpath as Chief Growth Officer
Prior to that, he was a founder of World Golf Group
Executive Moves
08/03/2023
HSBC employs head of global private banking for South Asia
Tommy Leung has been appointed by HSBC as head of global private banking, South Asia, with effect from October 19, 2023.
08/02/2023
Nuveen Switzerland head joins Franklin Templeton
Christian Leger has assumed the distribution head role for Switzerland, replacing outgoing Patrick Lutz.
08/02/2023
Goldman Sachs' head of partner family office Opoku to leave
Opoku adds to a string of recent departures of senior executives at Goldman Sachs.
08/02/2023
Artemis appoints GAM portfolio manager for Global Select Fund
Swetha Ramachandran will co-manage the Artemis Global Select fund
08/02/2023
Distribution head promoted to CEO at Acclaim Wealth
Prior to this, he was a financial planner for Aware Investment Management.
08/02/2023
René Deplazes returns to UKB
With René Deplazes, a proven expert in private customer business and the canton of Uri is returning to his roots.
08/02/2023
Franklin Templeton appoints head of Swiss sales
He will be responsible for sales to banks and institutional investors
08/02/2023
HSBC recruits UHNW solutions team head in Geneva
Roberto Rosati previously held a senior role covering family offices at Deutsche Bank.
08/02/2023
T. Rowe Price Appoints New Asia Pacific ESG Investment Specialist
She will also support T. Rowe Price's suite of impact products, as detailed in the company's statement released on July 29.
08/02/2023
Apex Group appoints Denmark Country Head
A lawyer by training, Qasir began his career working with financial regulation and later held fund operations related roles including fund formation and leading various fund related projects.
08/01/2023
Bank of Singapore Adds Senior Middle East Duo
In the role, he reports to Ranjit Khanna, global market head of Middle East and chief executive, DIFC branch, as well as the relevant global functional head in Singapore.
08/01/2023
Hong Kong Private Bankers Exit Credit Suisse
Overall, UBS plans to retain a few hundred relationship managers from Credit Suisse and maintain total headcount of over 1,200 in the region.
08/01/2023
UBS recruits Bci exec for Miami int’l unit, adds Julius Baer advisor in Uruguay
The firm has added a $150m Miami-based advisor and nabbed a wealth manager from one of its Swiss rivals in Montevideo, Uruguay.
08/01/2023
Citi appoints Omar Amireh as the new CEO for its business in Kuwait
As CEO, Omar will assume overall responsibility for driving Citi’s business in the country, and will report to Ebru Pakcan, Head of Citi’s Middle East and Africa (MEA) cluster
08/01/2023
Schroders Personal Wealth appoints SJP alts head as CIO
Alan Goodman was most recently director of private markets and alternatives at St James’s Place, as well as deputy CIO at Rowan Dartington.
08/01/2023
abrdn regional head of UK client group departs
Antony John
07/31/2023
EFG International appoints new Head of Investment Solutions and a member of the Executive Committee
Prior to that, he worked for Nomura and Lehman Brothers in UK, the UAE and Switzerland.
07/31/2023
Credit Suisse Fixed Income Exec Returns to BNP Paribas
Before joining BNP Paribas, he spent 8 years at Credit Suisse, where he was most recently head of syndication for the Swiss franc bond franchise
07/31/2023
Former rising star selector leaves Parisian boutique
Pauline Tuccella to pursue ‘new professional project’ after eight years with French investment firm.