07/31/2023
Credit Suisse portfolio consulting team head joins Rothschild & Co
Samuel Reber, who spent 15 years at Credit Suisse, has been appointed as a Rothschild & Co investment and portfolio adviser.
Executive Moves
07/31/2023
Goldman Sachs Asset and Wealth Management CIO to exit
Julian Salisbury to leave after 25 years with the firm
07/31/2023
UBS Sees Exit of Credit Suisse Wealth Veterans in Hong Kong
Bank last week announced market team heads in Asia region
07/31/2023
Scotiabank hires RBC exec as group head for global wealth management business
Jacqui Allard will become group head as Glen Gowland takes vice-chair role in 2024
07/31/2023
Mike Sleightholme Elected to the Board of the International Securities Services Association
Prior to that, Sleightholme was the Global Head of the Hedge Fund Services business at Citi’s Alternative Investor Services and was based in Hong Kong for eight years, overseeing Citi’s Asset Servicing businesses.
07/28/2023
T. Rowe Price Adds ESG Investment Specialist
She will also support the suite of impact investing products, which includes strategies across equities and fixed income.
07/28/2023
Vontobel CEO Leaves Behind Unfinished Business
As previously reported, he will hand over the reins in April 2024, although it remains unclear who will succeed him.
07/28/2023
Pictet Is Hiring in Ticino
Although active in Italian-speaking Switzerland, the banker will be part of a Zurich-based team.
07/28/2023
Credit Suisse's market group head for Greater China exits
Martin Loh is leaving Credit Suisse, where he was a market group head for Greater China, marking another departure from the bank following its merger with UBS.
07/28/2023
Former Indosuez WM NRI banker joins Standard Chartered PB
Vimal Bali has resurfaced at Standard Chartered Private Bank, relocating from Hong Kong to Singapore.
07/28/2023
Lombard Odier appoints Head of the Swiss Domestic Region for Private Clients
He will report to Frédéric Rochat, Managing Partner, and will also join the Private Clients Executive Committee.
07/28/2023
Spring Capital Takes Up Slack in the North
He will add strength and depth to the six person UK sales team and take Spring Capital’s total UK- based employee head count to 16.
07/28/2023
UBS Names Wealth Leaders in Singapore as Jacky Ang Departs
The appointments underscore how management changes in the wake of the mega-merger are extending to Singapore, a major private banking hub in Asia.
07/28/2023
Scotiabank names new vice chair and global wealth management head
Move will contribute further to the bank's success, Scotiabank chief says
07/27/2023
PKB private banker heads for Raiffeisen Group
Dario Ciurlia was previously private banking relationship manager and vice director for Italy at PKB Private Bank in Zurich.
07/27/2023
Ex-UBS Banker to the Superrich Joins Boutique
Previously, he had worked for many years at Credit Suisse and UBS.
07/27/2023
Crestbridge Family Office Services announces a senior appointment
Karen Morris has been appointed to the role of finance director in Jersey at Crestbridge Family Office Services (FOS), an independent and privately owned supplier of services to international families.
07/27/2023
Fiona Pollard appointed chair of Monument Bank
She has served as an independent Non-Executive Director of the Bank since September 2019 and chairs the Bank’s Remuneration and Nomination Committee.
07/27/2023
Fulcrum Asset Management expands investment team with double senior hire
Helen Roughsedge and Stephen Hull
07/27/2023
Schroders plc appoints Non-Executive Director
She will also join the Nominations Committee and the Remuneration Committee.