04/17/2023
Titanbay Appoints Abrdn's Stuart Mcglynn as head of Intermediary Sales
McGlynn joins Titanbay after 24 years with global investment firm abrdn
Executive Moves
04/17/2023
Lombard Odier hires Bobby Chana as Senior Banker
He will provide access to the vast resources across Lombard Odier in both portfolio management and wealth planning - which includes combining local GCC expertise and the global strength of colleagues within Lombard Odier.
04/17/2023
Edmond de Rothschild Appoints Head of Swiss Markets
In doing so, the firm is promoting an internal talent who joined the bank in 2008, to support the further development of the private bank in Switzerland.
04/17/2023
JP Morgan Private Bank hires UHNW team lead for southeast Asia
Kenneth Yeo joins from Lightouse Canton, where he spent just three months.
04/17/2023
Oppenheimer Hires Michael Cella As U.S. Head of Consumer
Cella joins Oppenheimer with nearly 20 years of banking experience.
04/17/2023
Ocorian promotes Tania Mohacs to Chief Commercial Officer
Tania, who joined Ocorian in 2019, is based in London and was previously Head of Regulatory, Legal and Compliance at Ocorian.
04/17/2023
Ocorian celebrates 145 promotions across the group
The promotions come across the group’s service lines and reflect the strength of Ocorian’s team, as well as the firm’s focus on promoting and developing talent from within.
04/17/2023
Bernstein Private Wealth Management names Chief Investment Officer, Head of Investment and Wealth Strategies
He will be responsible for Bernstein's investment partnerships and other outside managers across traditional and alternative asset classes.
04/14/2023
Wealth Access Expands Executive Team Adding Mark White and Jeremy Bolin
Data Insights Platform provider expands internal team to support continued growth
04/14/2023
SJP hires LGIM’s Onuekwusi as CIO
He starts in October and will report to director of investments Tom Beal
04/14/2023
Quilter Cheviot Europe appoints Chief Executive Officer
He had previously worked at Brewin Dolphin Ireland where he was head of tax & financial planning and prior to that he held a similar position at Investec Wealth & Investment.
04/14/2023
JPMorgan Adds UHNW Banker in Southeast Asia
He also worked at CreditEase for one year as its wealth management CEO.
04/14/2023
Ex-SIX stock exchange boss goes to financial AI companies
He was considered a driving force in the technological development in the field of stock exchange trading and played a central role in the founding of the digital stock exchange SIX Digital Exchange (SDX).
04/14/2023
Killik & Co risk head leaves for stockbroker Patronus Partners
Penny Rooney, former partner and chief risk officer at Killik & Co, has departed the firm to join Patronus & Partners as its director of compliance.
04/13/2023
RSMR appoints ex-UBS and Tilney director to research team
Tim Sedgwick returns to industry 13 years after leaving to set up own business
04/13/2023
Knight Frank hires Le Mans winner to open HK private office
The property firm has opened a second branch of its private office in Asia, focused on providing ultra-prime and super-prime property transaction advice.
04/13/2023
Ex-EdR fund research head joins BCV
Roger Guerra also managed funds at Edmond de Rothschild.
04/13/2023
Waverton hires Evelyn partner as portfolio manager
He has joined Waverton after almost two decades at Evelyn Partners, where he was a partner.
04/13/2023
Ex-UBS Lucerne wealth management head to join IAM as CEO
The incumbent chief executive is stepping down after 10 years in the role.
04/13/2023
Nucleus appoints Mark Hastings as Group Finance Director
Prior to this he was Finance & Risk Director at Ascentric for 14 years, and also held a number of senior finance roles at Credit Suisse First Boston.