10/23/2023
CGWM appoints Geoff Marson as Lead Fund Manager in Guernsey
He joins the firm from Odey Wealth, where he has served as Managing Director and Fund Manager for the past 16 years.
Executive Moves
10/20/2023
StanChart Appoints Private Banking Duo in Singapore
Prior to that, he worked at Bank J. Safra Sarasin as its Singapore CEO.
10/20/2023
Merrill team overseeing $1.37B jumps to RBC
The Miami-based Ruccio Group focuses on ultra-high-net-worth clients.
10/19/2023
Mandy Ho Joins UBS Private Wealth Management in Bellevue, WA
She will work closely with ultra-high net worth clients in managing their investments and providing strategic planning advice.
10/19/2023
Timothy McNutt and Narayan Pallavur Join UBS Wealth Management in Westlake Village, California
They bring an impressive level of experience and dedication to their clients, and we couldn’t be happier to have them join our Westlake Village family.
10/19/2023
Paris Jordan departs Waverton IM to lead Charles Stanley responsible investment research team
After nearly three years at the firm
10/19/2023
Coges Corraterie recruits private banking duo
The pair, Lynda Abadou and Sophia Balakina Corboz, have extensive experience between them and the former is set to focus on Saudi markets.
10/19/2023
IQ-EQ names Chief Commercial Officer for Ireland
IQ-EQ is pleased to announce that Paul Griffith has been appointed as Chief Commercial Officer for Ireland.
10/18/2023
Vontobel's New Man in Miami
The appointment of Cuenca explicitly expands the offering to a Latin American clientele.
10/18/2023
Credit Suisse Loses Six Bankers From APAC Financing Group
The six are all based in Singapore.
10/18/2023
Old Mill appoints Hugh Johnson to help expand Wealth Management offering
After a few years as a trainee adviser in London, Hugh – a keen surfer and lover of the outdoors – decided he wanted to move out of the city.
10/18/2023
Hüst and Hott at Saxo Bank in Switzerland
A management duo is now to be appointed at Saxo Bank Switzerland.
10/18/2023
UBP adds ex-BlackRock fund manager talent in major EMD push
UBP adds ex-BlackRock fund manager talent in major EMD push
10/17/2023
Indosuez Wealth Management hires head of risk management
Indosuez Wealth Management has appointed Chrystèle Dagras has head of risk management and permanent control.
10/17/2023
Ex-Casterbridge Top 30 star resurfaces at Coutts
Jonathan Smith has joined the private bank to take on his first role since exiting Casterbridge in August.
10/17/2023
UBS Welcomes Credit Suisse Executives in Latin America
Nicolas Troillet, responsible for global markets and wealth management in Mexico at Credit Suisse, takes over market and client development for the entire region.
10/17/2023
New Head of Private Clients at Investec
As Head of Private Clients at Investec, Gordon leads a team across Guernsey and Jersey managing the banking, lending, and investment needs of the bank’s High Net Worth clients.
10/16/2023
GAM appoints Head of Distribution for Japan
He was working at Barclays Securities Japan as a senior sales manager responsible for developing quant investment strategies for large financial institutions.
10/16/2023
UBS Axes More Investment Bankers in Hong Kong
This has resulted in about two dozen investment bankers being affected, including several managing directors.
10/16/2023
Serge Fehr Restructures Lombard Odier's Swiss Regional Team
Heller isn't the first Credit Suisse banker to follow in Fehr's wake.