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Executive Moves

10/04/2023

HSBC appoints Head of Wealth and Personal Banking for Channel Islands and Isle of Man

Prior to that, he worked in Brazil, Hong Kong, Mexico, the USA and UK in different areas of HSBC’s WPB division, while he has also served on the boards of several HSBC subsidiaries.

10/04/2023

Stonehage Fleming appoints Director in Zurich Family Office

Taymour is based in Zurich and will report directly to Caroline Bauer, Head of Family Office Zurich. Taymour’s role is newly created and effective immediately.

10/03/2023

C. Hoare & Co. increases its North West footprint with new hire

Andrew Leach has been appointed as a relationship manager for the North West of England by C. Hoare & Co.

10/03/2023

Bank of Singapore Appoints NRI Market Heads

Following this appointment, they will report to Rodney Sin, head of Greater China and North Asia, who will oversee the NRI segment in Southeast Asia.

10/03/2023

Sanctuary Wealth Taps Former Morgan Stanley Executive Chris Shaw to Lead East Coast Recruiting Efforts and Support of Partner Firms

Shaw's Addition to Management Team Further Underscores Sanctuary's Appeal to High-Performing Breakaway Advisors Across Entire Wirehouse Channel

10/03/2023

Julius Baer hires Credit Suisse RMs to expand Apac Switzerland team

The bank has hired Credit Suisse’s Fernando Kresna Baay as team head of Apac Switzerland, as well as two more veteran CS bankers to join Baay’s team.

10/03/2023

IQ-EQ appoints new Group Chief Financial Officer

He was also formerly the Group Chief Financial Officer for Micro Focus International plc, a FTSE100 global infrastructure software company.

10/02/2023

BBVA Names Belén Blanco Jerez as Chief Executive Officer for Its European Asset Management Business

In her new capacity, Blanco will be responsible for BBVA's asset management business in Spain, Luxembourg and Portugal.

10/02/2023

GAM announces appointment of Elmar Zumbuehl as CEO

The appointment reinforces the corporate stability that is assured by the CHF 100 million funding commitment of our anchor shareholder Rock Investment SAS.

10/02/2023

HSBC recruits Credit Suisse banker to head Swiss international

The private bank has made multiple relationship manager hires for its EMEA hub in Switzerland recently, as it eyes a bigger share of ultra-high-net-worth clients in the region.

10/02/2023

EFG International appoints Tobias Wehrli as the new CEO of EFG Bank von Ernst AG (Liechtenstein)

In his new role, Tobias Wehrli will be based in Vaduz and will focus on further strengthening EFG’s position in Liechtenstein driving the expansion of the business.

10/02/2023

Jupiter distribution boss Tonkinson exits in restructure

Changes to the team will see the creation of a new ‘client group’ led by co-heads Max Guenzl and Mathias Mueller, with Warren Tonkinson leaving.

10/02/2023

Allianz SE Announces Updates to its Board of Management

She has been working closely with Giulio on a seamless continuation of leadership and is fully ready to step into her new role.

10/02/2023

Stonehage Fleming Appoints Director In Zurich Family Office

Taymour is based in Zurich and will report directly to Caroline Bauer, Head of Family Office Zurich. Taymour’s role is newly created and effective immediately.

10/02/2023

Georg von Wattenwyl returns as president of Swiss Structured Products Association

The former president’s return is accompanied by the addition of Markus Bader of Zürcher Kantonalbank (ZKB) to the board, as well as the extension of some members’ terms.

10/02/2023

Helvetica Capital president joins Top 50 IAM advisory board

Andreas Schmid, who has been appointed to the advisory board of Lakefield Partners, will advise the firm on the expansion of its business.

10/02/2023

Royal London pushes into private markets with creation of new role

He was previously at M&G, where he held the role of chief investment officer, private and alternative assets.

09/29/2023

VP Bank Chairman Thomas Meier is Stepping Down

He played a key role in shaping the bank's strategic development, according to the statement.

09/29/2023

Jocelyne Bath joins executive team as Mercia continues to scale

Beyond these roles, Jocelyne’s distinguished career is characterised by her sharp acumen in product differentiation, strategic positioning, and operational excellence.

09/29/2023

Long-Serving Senior SNB Executive is Retiring

Moser was a deputy member of the Governing Board since May 2007

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