04/28/2022
Citi Private Bank promotes Miami market manager, hires JPM's NYC director
The firm also hired another regional director from JP Morgan with a similar directive in the Northeast, according to an announcement Citi shared with Citywire.
Executive Moves
04/28/2022
Deutsche Bank Names Asia Head of Discretionary Portfolio Management
She reports to global head of DPM Tuan Huynh in addition to her existing reporting lines.
04/28/2022
UBS Replaces China Country Head
Chin was named to the role in January 2020
04/28/2022
Sarasin & Partners announces dual CIOs
Guy will also continue to lead Sarasin & Partners’ Target Return franchise, focusing on asset allocation, managing risk exposures and volatility.
04/28/2022
J. P. Morgan Private Bank Expands Institutional Market Specialists Team with Key Concentrated Positions Hire
He will lead the Private Bank's Strategic Equity business across the UK, Europe, Middle East and North Africa
04/28/2022
Wilmington Trust Adds Skip Stern as Senior Private Banker to New York City Office
In his role, Stern is responsible for helping to meet the complex financial needs of clients throughout New York City
04/27/2022
BMO’s head of private wealth retires after 21 years
Bank of Montreal spokesperson Jeff Roman said in an e-mail the bank has not yet named a replacement for Mr. Auerbach, and BMO Private Wealth’s senior leadership team will report on an interim basis to Deland Kamanga, group head of BMO Wealth Managem
04/27/2022
Kleinwort Hambros announces senior appointments in its Gibraltar Client Relationship Management team
Joe Bautista and David Isted join as Private Bankersfrom J Safra Sarasin, with over 30 and 20 years of experience respectively.
04/27/2022
Credit Suisse Poised to Name Edwin Low as Asia CEO in Overhaul
Lender is shaking up leadership ranks after series of scandals
04/27/2022
IQ-EQ appoints new Group Chief Risk Officer
Sally will be based in the Netherlands and will join IQ-EQ’s Group Management Team.
04/27/2022
Credit Suisse Group announces changes to its Executive Board
The appointments are subject to final regulatory approval.
04/27/2022
Quilter Cheviot adds to equity research team with two hires
Both hires will report into Chris Beckett, head of equity research at Quilter Cheviot.
04/27/2022
Egon Zehnder with new Switzerland boss
Egon Zehnder is considered to be one of the top addresses by major Swiss banks when it comes to filling the top positions.
04/27/2022
Edmond de rothschild Corporate Finance Promotes Two New Directors
The appointments increase the number of Managing Directors at the firm to nine.
04/27/2022
Why Dirk Klee is 'excited' to move from wealth management to Bitcoin Suisse
Klee also discussed spearheading a CHF 1bn modernisation programme at UBS and his experiences driving ETF adoption at BlackRock.
04/27/2022
Highvern makes strategic NED appointment
Phil is one of a number of strategic senior hires to join the Highvern group recently, following its expansion into the UK and Ireland and acquisitions in the Guernsey and Swiss marketplaces.
04/27/2022
Three new Partners for Fulcrum Asset Management
Emma Pickering, Juan Antolin-Diaz and Philip Strother become partners
04/26/2022
Dr. Ruben Lubowski joins as Chief Carbon and Environmental Markets Strategist
Ruben brings 30 years of professional and academic experience to LOIM.
04/26/2022
Multrees appoints Barclays vet
Ian joins from Barclays where he began his career over 35 years ago.
04/26/2022
Dr. Ruben Lubowski joins as Chief Carbon and Environmental Markets Strategist
Global carbon-focused strategy to launch in the coming months