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Executive Moves

04/24/2023

Pictet bolsters fund selection team with private banker

Private bank strengthens coverage with new recruit who focuses on fixed income strategies and quantitative analysis.

04/24/2023

Ex-Julius Baer Banker Joins Multi-Family Office

Prior to that, she spent over 10 years at BNP Paribas, including as its head of equities for Asia.

04/24/2023

Altum Group appoints new Head of Corporate Development

Mike has in excess of 20 years’ experience in the financial services and M&A sectors with a strong focus on private client, corporate and alternative fund administration.

04/21/2023

ThomasLloyd strengthens investment team with the appointment of a Chief Investment Officer

Nadir’s appointment is strategically important for ThomasLloyd and is proof of our ongoing commitment to bringing groundbreaking sustainable investment strategies to the institutional investment arena.

04/21/2023

Sanctuary Wealth Poaches Carson Counsel, Reprises CCO

Former Carson Wealth lawyer Kevin Miller is joining Sanctuary, while a former CCO returns to his post at the firm after a leave of absence.

04/21/2023

London & Capital names RM head for US family office

Clients will benefit from her experience assisting US expats as they navigate the complexities of cross-border financial management.

04/20/2023

Christelle Didier becomes Head of Human Resources

Banque Cantonale de Genève has appointed Christelle Didier as Head of Human Resources.

04/20/2023

Alpian Nabs Swissquote Business Development Executive

Prior to that, he was co-director of online broker Strateo, a branch of Arkéa Direct Bank, for over seven years.

04/20/2023

Old Mill hires head of wealth management from Evelyn Partners

South west England focused firm aiming for ‘ambitious collaborative growth’

04/20/2023

Investec W&I private client heads leave days after Rathbones deal

Private client co-heads Alex Charalambous and Carl Cross went on gardening leave nine days after the £100bn merger was announced.

04/20/2023

Fabian Rupprecht to become new Group CEO of Helvetia

The 53-year-old had previously held various international management roles at AXA Group

04/19/2023

InvestCloud CEO John Wise steps down

The Board also has initiated a comprehensive search for a permanent Chief Executive Officer.

04/19/2023

Rathbones bolsters investment team in Winchester with new hires

The new team will report to Ian Hardcastle and Justine Peck, investment directors in Winchester.

04/19/2023

Suntera Global promotes more than 40 staff across the globe

43 individuals promoted across seven jurisdictions, including a number at senior level

04/19/2023

Julius Baer appoints Office Head and hires team to drive expansion in Rio de Janeiro

Julius Baer, the leading Swiss wealth management group, is further reinforcing its local operations in Brazil by hiring a highly experienced team spearheaded by Olavo Pereira who will be appointed as Office Head Rio de Janeiro.

04/19/2023

New manager takes over Columbia Threadneedle ‘dog’ fund

Todd King has been quietly promoted to take over the CT UK Equity Opportunities fund after Jeremy Smith stepped up to become co-head of UK equities last year.

04/19/2023

Zurich boutique names private markets specialist as CIO

Nadir Maruf will be developing ThomasLloyd’s sustainable investment strategy in key target markets in the Asia-Pacific region.

04/18/2023

Lazard Welcomes Two Managing Directors in Restructuring & Capital Solutions

Sanjeev is based in New York and joins Lazard from FTI Consulting, where he most recently served as Head of Senior Lender Advisory.

04/18/2023

Bernstein Private Wealth Management appoints Head of Investment and Wealth Strategies

He will lead a national team of strategists across investments and wealth planning

04/18/2023

Battered CIC Bank Switzerland Has a New Executive Board Member

Last December the bank fired long-time CEO, Thomas Mueller. CIC chairman Eric Charpentier cited differing views over the strategic direction of the bank as the reason for the dismissal.

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