03/30/2023
Julius Baer announces senior hires as it continues to drive business growth in Brazil
Additionally, several Senior Relationship Managers and Relationship Managers have recently joined Julius Baer Brazil.
Executive Moves
03/30/2023
Portfolio manager exits Zurich IAM for DZ Privatbank
He spent six years at Belvoir Capital and previously worked at Vontobel.
03/30/2023
Mirova accelerates its global development with new strategic ambitions in the US
As part of this development plan, the American markets are key in raising assets under management for the global equities strategy, the expansion of impact investing, and the development of the private assets offer.
03/30/2023
Robeco appoints Zurich-based global thematic investing head
The new appointee will also join the executive committee of Robeco Switzerland.
03/29/2023
Julius Baer Hires India Banker in Singapore
Previously, she also worked at Standard Chartered, BSI and RBS Coutts.
03/29/2023
Calastone appoints Chief Commercial Officer
Calastone has announced the appointment of Brian Godins as Chief Commercial Officer, where he will lead the business’ commercial strategy and accelerate geographic growth and penetration of their global solutions.
03/29/2023
Berkshire Bank Names Andrew Webb, Senior Vice President, Private Banking, Capital Region, NY
He will serve the greater Capital Region and surrounding areas in New York to provide flexible solutions, expert advice, and swift, concierge-level personal attention.
03/29/2023
UBS appoints a new Chief Executive Officer
The Board made the decision to appoint Sergio P. Ermotti as Chief Executive Officer in light of UBS’s new priorities following its planned acquisition of Credit Suisse
03/29/2023
Lancaster Guernsey appoints Consultant
He moved back to London in 2020 as Head of Business Development for technology firm Alana, and joins Lancaster Guernsey after a period as CEO of Future Solutions Group.
03/29/2023
BlackRock’s $30bn head of multi-asset income investing to exit
The world’s largest money manager’s multi-asset strategies and solutions group will undergo a reshuffle in the coming months, with new co-heads appointed.
03/29/2023
Oddo BHF senior private banker joins rival in Geneva
Françoise Pesci has also previously worked for Citi and Barclays.
03/28/2023
Willow Private Finance appoints senior HNW mortgage broker
His extensive lender network enables him to provide tailored financial products and services for residential, buy-to-let, bridging, commercial, and development properties, as well as life assurance recommendations.
03/28/2023
UBS Wealth’s James McGuire retires after 38-year career
He said he has decided to “call it a day and pretend to do some gardening”
03/28/2023
EFG specialist joins Lugano private bank to head wealth solutions
PKB brings EFG Bank’s former head of wealth planning Alfonso Rivolta on board as it ramps up wealth management services.
03/28/2023
Investec W&I hires ex-Ruffer manager and former trainee
Andrew Mays and Sebastian Culpan-Scott have joined Investec Wealth & Investment's Bournemouth and Cheltenham branches respectively.
03/27/2023
HSBC Hires Head of Wealth Planning for APAC
In addition to his wealth planning role, he will also help drive the agenda for the bank's ultra-high net worth business in Asia on an interim basis.
03/27/2023
Changes on the Group Executive Management of VP Bank Group
The appointment of Dr Mara Harvey and Dr Rolf Steiner is subject to the approval by the Liechtenstein Financial Market Authority (FMA).
03/24/2023
Liontrust non-executive duo step down from board
Emma Howard Boyd and Quintin Price are stepping down from the fund firm's board with immediate effect.
03/24/2023
UBS AM appoints head of fixed income for emerging markets and Asia Pacific
In his new role, Briscoe will report to Ryan Primmer, global head of investment solutions.
03/24/2023
Odey Wealth director retires after decade with firm
Wealth Manager understands investment director Richard Neville-Rolfe will continue to work for the business in a consultancy capacity.