11/04/2022
Scotiabank names new CEO of MD Financial Management
She’s the first female executive to hold this position, and is coming in following the retirement of Daniel Labonté.
Executive Moves
11/04/2022
Societe Generale appoints Group Chief Risk Officer
He was previously Group Deputy Chief Risk Officer since October 2020 and replaces Sadia Ricke who will leave the Group at the end of November to pursue an opportunity in the banking sector in London.
11/04/2022
IQ-EQ appoints Chief Operating Officer for Continental Europe
He was Managing Director, Product & Profitability of the Trustee, Depositary & Fund Corporate Services division of RBC Investor & Treasury Services.
11/04/2022
Crestbridge Family Office Services appoints Director to support sustained growth
She worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients
11/04/2022
Sandra Phlippen appointed professor by special appointment of Sustainable Banking
Sandra Phlippen is chief economist at ABN AMRO and will combine this position with her professorship.
11/04/2022
UBP's Swiss institutional head takes over German business
The previous head for Germany has left to work at a rival company.
11/03/2022
Schroders enhances client-led sustainability focus
He will work closely with Schroders’ sustainable investment team and regional specialists and be focused on extending the strategic sustainability support provided for key clients.
11/03/2022
Quilter Cheviot adds three new investment managers
All three investment managers will work closely with private clients and intermediaries including financial advisers to manage their investment portfolios in line with their long-term financial goals.
11/03/2022
Dakota Wealth Management Announces Hiring of Joshua Crossman
A 25-year veteran of the financial services industry
11/03/2022
Credit Suisse Risk Chief Lures Ex-Colleagues from Goldman
Another new hire from Goldman is Craig Bricker, who is expected to take control of a new risk analysis and resolution group
11/03/2022
GAM strengthens Japan equities team
Goro joined the firm on 1 November 2022 and is based at GAM's Tokyo office, ensuring proximity to the market and clients.
11/03/2022
Crestbridge appoints family office services Director
She will lead on family office structures administered in Jersey for clients in the Americas, Canada and the UK.
11/03/2022
Rahul Agarwal joins SS&C
In this previous role as head of private clients, he was responsible for relationship management and building the firm’s revenue-generating projects.
11/02/2022
Global Advisory Board to advise Deutsche Bank on key trends in business and politics
The Management Board has appointed Paul Achleitner
11/02/2022
Liontrust veteran joins Evan-Cook’s new Downing funds
Alex Paget will join Downing Fund Managers in January from Liontrust Asset Management, where he was formerly head of client investment strategy.
11/02/2022
Peregrine Wealth announces internal promotion
In her new role, Harriet will support the Operations Manager through the development and implementation of processes and procedures as well as oversee the onboarding of new clients.
11/02/2022
Ares Wealth Management Solutions Expands Team and Global Footprint Mark Serocold Joins Firm to Lead EMEA Efforts
Mr. Serocold Joins Ares with Over 20 Years of Private Wealth Distribution Experience Across Europe and Asia to Support Rapidly Growing Base of Global Individual Investors
11/02/2022
Morgan Stanley Wealth Management boss Ian Chambers to retire
It is understood Chambers, head of Morgan Stanley Wealth Management for Australia, is on leave and is set to retire from the bank as early as next week.
11/01/2022
EFG International announces changes to Board of Directors and to leadership team
She will succeed Steven
11/01/2022
Securities firm 'Reuss Private' with changes in the management team and the board of directors – Roman Neff new CEO
The Board of Directors of Reuss Private AG has appointed Roman Neff, former member of the Executive Board and CRO, as Chairman of the Executive Board.