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.
Executive Moves
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.
10/16/2023
Top 50 IAM hires Credit Suisse relationship manager
Melanie Baltic has joined Alpen Partners’ private client services team.
10/16/2023
Former Credit Suisse MD joins Zurich family office
Calibrium has appointed Philippe Leuenberger as a managing director in Zurich.
10/16/2023
Adviser joins SocGen affiliate after decade at UBS
Julien Deronzier has joined SG M&R, which is part-owned by Société Générale.
10/13/2023
Nomura International Wealth Management Names Anurag Mahesh Coverage Head for Southeast Asia, Global South Asia and Middle East
To have someone of Anurag’s caliber and experience join us will enhance our growing presence and capabilities, and demonstrates that we continue to attract top talent.
10/13/2023
Fisch names convertibles head as Zwick departs
Stephanie Zwick was also a member of the executive committee before she left in September.
10/13/2023
Quilter Investors hires new investment strategist
She will be interacting with clients and advisers, while also acting as a media spokesperson for the business on investment matters.
10/13/2023
Investment manager joins 7IM after seven-month JM Finn stint
Danny Szabo joins 7IM as an intermediary relationship manager focusing on the Thames Valley region.
10/13/2023
Northern Trust Asset Management Names New Co-Head of Wealth Client Group
Sunitha C. Thomas to Co-Lead Newly Formed Team Dedicated to Wealth Management Clients
10/12/2023
Pitcairn Names New Head of Wealth Management
As the renowned family office begins a second century of success, internal promotions ensure continuation of superior client experience
10/12/2023
Canaccord poaches Atomos investment veteran
Revealed: Mark McMullan joins Canaccord Genuity Wealth Management as investment director after a decade with Atomos.