07/26/2023
Nicola Wealth Welcomes Three Senior Advisors from Gluskin Sheff
They bring years of experience as wealth advisors working with HNW and UHNW private clients
Executive Moves
07/26/2023
Emily Guadagnoli Named Head of Marketing for Fiduciary Trust International
Media & Corporate Communications Veteran will Partner with Key Stakeholders Across Organization to Shape & Deliver Overall Business Strategy
07/26/2023
UBS GWM's LH Koh becomes Apac GFIW head
In an internal reshuffle, UBS Global Wealth Management has made LH Koh the sole head of its Apac global family and institutional wealth unit.
07/26/2023
Rathbones Top 100 research boss Alex Moore exits
Moore has left the firm after an eight-year stint, with Emma Saunders taking over his responsibilities on an interim basis.
07/26/2023
Indosuez in Switzerland expands its Global Wealth Structuring division with the appointment of Bruno Morlain
The nomination of Bruno Morlain as Head of Global Wealth Structuring at Indosuez Switzerland is part of this approach and will enable the Bank to pursue its ambition for excellence in this field.
07/26/2023
Rathbones changes managers at unit trust arm as CEO to retire
These two appointments are subject to Financial Conduct Authority approval
07/26/2023
ZKB takes HR manager from Swiss Re
She will take over as head of the division at the beginning of January 2024, succeeding Peter Luginbühl , who is about to retire.
07/26/2023
Homrich Berg Taps Ex-J.P. Morgan Private Banker for Director Role
Lauren Vick Burthey started her role as a director for Homrich Berg’s family office division in June.
07/26/2023
NatWest CEO Alison Rose steps down over Nigel Farage row
Paul Thwaite will temporarily take over as CEO following Rose’s resignation over the closure of the former Ukip leader’s Coutts account.
07/25/2023
Scotiabank appoints RBC executive to head global wealth management unit
Allard joins from Royal Bank of Canada, Canada's biggest bank, where she led the mortgage, unsecured lending and automotive businesses in addition to the bank's Caribbean banking and U.S. cross-border banking business.
07/25/2023
Citizens Names Head of Citizens Private Bank
She will report directly to Brendan Coughlin, Vice Chairman and Head of Consumer Banking.
07/25/2023
Former Credit Suisse LatAm private banker joins JPM Miami biz
Adolfo Acebras Alva has joined JPM's unit covering Mexico, with its market head aiming to recruit up to a dozen advisors for her team this year.
07/25/2023
JM Finn operations head retires after 21 years
Todd Babington, who joined JM Finn five years ago, is replacing veteran Frank Reardon as the latter retires from operations head role.
07/25/2023
ZKB Attracts Research Expertise from Credit Suisse
Zuercher Kantonalbank is one of the few Swiss banks that still provides broad-based equity research in-house.
07/25/2023
Julius Baer nabs Credit Suisse UHNWI specialist
Conrad Bruggisser worked at Credit Suisse for 20 years.
07/25/2023
Indosuez appoints head of global wealth structuring in Switzerland
The former head of wealth planning at Credit Suisse, Bruno Morlain, assumed the new role on 1 July.
07/25/2023
Close Brothers makes eighth senior Investec W&I hire of 2023
Nic Heath joins Close Brothers’ Birmingham office as senior investment director, becoming the firm’s eighth hire from Investec W&I this year.
07/25/2023
JTC boosts European team with Switzerland hire
JTC has bolstered its European Private Client Services (PCS) team by appointing Helena Storiohann as a director in its Geneva office.
07/24/2023
Mercer appoints first Wealth Pacific chief
This move saw Mercer integrate BT Super's personal and corporate superannuation offerings, and incorporate Advance Asset Management into its portfolio.
07/24/2023
Blackrock Names Wealth Duo in Asia
Previously she also worked at BNP Paribas Asset Management, Schroders and Russell Investments.