05/18/2023
Investec W&I loses another 30 years' wealth experience to Close
Charlotte Selby-Rickards and Charles Lawson have joined CBAM’s Cheltenham office as senior investment directors.
Executive Moves
05/18/2023
Former Investec W&I CEO to step down from board
Whelan and Investec Bank CEO Richard Wainwright are to step down as executive directors at Investec’s annual general meeting on 3 August.
05/17/2023
LPL Financial : Hedberg Wealth Management Team Joins LPL
With more than three decades of wealth management experience, Hedberg says his company is committed to meeting clients where they are and educating them so they develop an understanding of personal finance.
05/17/2023
Wilsons Melbourne boss Ted Richards poaches for private wealth unit
He started in the new role earlier this month.
05/17/2023
Franklin Templeton hires BlackRock’s Nicholas Chui as Lai retires
Chui joins the firm’s emerging markets equity China investment team as Michael Lai retires.
05/17/2023
Credit Suisse AM Swiss sales head joins Zurich boutique
Elemer Schneider began in March and serves wholesale and institutional clients for German-speaking Switzerland.
05/17/2023
Evelyn Partners appoints experienced financial planner to support expansion of Chelmsford office
Harrison joins Evelyn Partners from Fisher Investments
05/17/2023
SGKB nominates lawyer for board of directors
Cornelia Stengel specialises in financial market and data protection law.
05/16/2023
Credit Suisse's Australia Bankers Joins Boutique Advisor
The departing bankers include managing director Adam Reid, vice president Clarence Fok, junior analyst Ashley Low and associate Kevin Tian.
05/16/2023
Evelyn Partners expands West Midlands presence with hiring of new financial planner at Birmingham office
Nick Hathaway is a Chartered Financial Planner and joins from Jerroms Financial Planning, where he has worked since 2018 and where retirement planning and NHS pension work with senior clinicians were areas of specialism.
05/16/2023
Citi appoints Sharad Mohan as Singapore's head of international personal bank
The appointment comes at a time when Singapore has been benefiting from strong inflows from wealthy people amid global economic uncertainty because of the city-state's status as a financial safe haven.
05/16/2023
Private Wealth Advisor Ting O’Connor Joins UBS in San Jose, CA
The team also includes Senior Wealth Strategy Associate Jenny Brummer and Client Service Associate Erica Soriano.
05/16/2023
Private banker leaves Lombard Odier to join Santander
Steve Howarth departs after 10 years in order to take up a new role at the Spanish bank.
05/16/2023
Geneva family office adds Arab Bank veteran to advisory board
Jean Kamitsis brings 43 years’ wealth management experience to NewOak.
05/16/2023
Geneva LatAm private banker departs Credit Suisse
Gustavo Ramos Baron has left the bank after roughly three years where he catered to Brazilian clients from the firm’s desks in Geneva, Switzerland.
05/15/2023
BNP Paribas Appoints Asia Wealth COO
In the role, Kermaidic will be responsible for operations, client life cycle management, finance and performance management as well as IT support and projects.
05/15/2023
Wealth Dynamix Appoints New Sales Manager Steve D’Souza
His appointment reflects the increasing momentum
05/15/2023
Credit Suisse Sponsorships Head Joining Deutsche Bank
He is joining Deutsche Bank in July
05/15/2023
Investec W&I hires Barclays banker as head of entrepreneurs
Marc Wright joins the firm’s private office after 15 years at Barclays, where he most recently worked as a UHNW senior private banker.
05/15/2023
International Wealth Management Firm Insigneo Incorporates Alfredo Maldonado to Lead Its Expansion in New York City
Mr. Maldonado brings 25 years of international wealth management experience