09/13/2022
Swiss private bank Pictet names new top gatekeeper
He will report to Gregory Kunz, head of research at the Geneva-based group.
Executive Moves
09/13/2022
Fundhouse hires SJP ex-director of liquid markets
In his new role, Wiggins will aim to enhance clients’ returns, meet their ESG goals and develop their approach to critical areas.
09/13/2022
ZWEI Wealth appoints a new Partner
She is an advisor with extensive knowledge in all areas of wealth management.
09/13/2022
Evelyn Partners bolsters Birmingham office with Financial Planning Director appointment
Sarah joins Evelyn Partners from Brighton-based financial advisory firm IEP Financial
09/13/2022
UBS hires wealth planners from Julius Baer
Robert Wagner will join the Private Wealth Special Clients team in Biel on September 19, where he will act as a client advisor for the Executives & Entrepreneurs (E&E) segment.
09/12/2022
Evelyn Partners appoints a Non-Executive Director
She is a seasoned Non-Executive, having previously had a very successful senior management career.
09/12/2022
Objectway Appoints Managing Director for the UK Region
Hassan will also work with the executive team to execute strategic development initiatives across the Group.
09/12/2022
Redmayne Bentley hires Leeds investment research head
Alastair Power joins from a six-year spell at Albert E Sharp.
09/12/2022
Neuberger creates EMEA multi-asset CIO role for Mercer hire
In his new position Niall O’Sullivan will be responsible for multi-asset investment activity, working to drive portfolio construction and outlook development for clients in the region.
09/12/2022
Former UBS chairman becomes advisor to Flossbach von Storch
Axel Weber was previously chairman of the board of directors of UBS in Zurich for 10 years.
09/12/2022
Stanhope Capital Switzerland appoints CEO and CIO
The company’s Swiss branch was previously led by Nicole Curti.
09/12/2022
Canaccord Genuity Wealth Management adds to its senior team in Jersey
Howard joined from Royal Bank of Canada and has more than 29 years’ experience in the industry.
09/09/2022
Ocorian promotes new Global Head of Private Clients
In addition, Nick will become a non-executive director of Ocorian as well as being an ambassador for the Private Clients business.
09/09/2022
Sanctuary Wealth appoints Chief Investment Strategist
Widely respected former BofA Merrill Research leader brings additional fiduciary support and investment insight to Sanctuary advisors and their clients
09/09/2022
Evelyn Partners continues East Midlands expansion with Nottingham office financial planner appointment
Prior to Brown Shipley, he was a Financial Planning Manager at Santander.
09/09/2022
Rockefeller Capital Management appoints Head of Strategy
He will be a member of Rockefeller’s Management Committee
09/09/2022
New position for Credit Suisse manager André Helfenstein
At their annual meeting on Thursday (yesterday), the members of the economic umbrella organization Economiesuisse elected nine new board members.
09/09/2022
Swiss private markets platform overhauls executive management
All three staff already worked at the company.
09/09/2022
Ex-UBS President is back with a prestige mandate
In addition, he should use his experience and international expertise to help further develop the Cologne-based financial institution internationally.
09/08/2022
J.P. Morgan Wealth Management Appoints New Chief Marketing Officer
J.P. Morgan leaders announced major investments in the Wealth Management business earlier this year