03/13/2023
The Swiss Face of China Construction Bank Moves On
The search for a successor to take over Demuth's duties has been underway since the beginning of the year and is well advanced, CCB said.
Executive Moves
03/13/2023
Lausanne wealth management fintech to appoint new CEO
Pierre Masclet of Indosuez Wealth Management is set to become the new boss of digital service provider Azqore.
03/13/2023
Further growth at Navigation Wealth Management
Navigation Wealth Management’s Kieran Bird and Georgina Snodgrass have been promoted from the Administrative Support team and are now Senior Administrators.
03/13/2023
Evelyn Partners appoints Head of Charity Business Development
The firm also offers a programme of thought leadership that provides senior managers and trustees with the tools they need to continue to run their organisations effectively.
03/10/2023
Apex Group announces former Finance Minister as Mauritius Chairperson
In addition to his Board seat, Dr. Sithanen will be responsible for providing strategic support to the leadership team towards seamless integration and delivery aligned to Apex Group vision.
03/10/2023
Sanctuary Wealth Accelerates Growth Strategy with Addition of David Vaughan as Chief Financial Officer
Seasoned CFO Brings Unparalleled Expertise in Corporate Finance Strategies That Drive Scale, Simplify Processes and Empower Organic and M&A Growth for Independent Wealth Management Enterprises
03/10/2023
Compliance Head Leaving Credit Suisse
Gooding started his role in January last year and reported to Nita Patel, the group's chief compliance officer.
03/10/2023
Top 30 star exits boutique for RBC Brewin Dolphin
Ed Caswell joins RBC Brewin Dolphin as a charity investment manager.
03/09/2023
Credit Suisse Adds Investment Consulting Duo
In addition, Credit Suisse has also hired Lok-hin Tsui as director and investment consultant, Singapore and Malaysia market, based in Singapore.
03/09/2023
Natixis IM Nets Equity Portfolio Manager in Singapore
Based in Singapore, he reports to Natixis IM Singapore CEO Dora Seow.
03/09/2023
Pacific Asset Management grows UK adviser solutions team
Elliott Kibble joins from LGT Wealth Management
03/09/2023
Oberon recruits WH Ireland investment manager
Mark Burtenshaw is the latest in a spate of departures from the firm
03/09/2023
Resignation of two board members
The process to replace the two departing Directors is ongoing in order to have the Board full again as soon as possible.
03/09/2023
Partners Group announces amendments to the composition of its Board of Directors and an addition to its Executive Team
The Board has nominated Gaëlle Olivier for election as a new independent member of the Board.
03/09/2023
Santander private banking veteran joins Mirabaud in Geneva
Alejandro Romano joined Mirabaud at the start of the month after nearly 23 years at Santander.
03/09/2023
One Swiss Bank to propose Lombard Odier veteran as chair
The current chair is looking to take her career in a new direction, after overseeing the bank’s merger with Banque Profil de Gestion.
03/09/2023
IQ-EQ appoints new Global Head of Private and Institutional Asset Owners
Previously, Ilias was Global Head of Relationship Management, Sales and Marketing at Alter Domus
03/08/2023
Sanlam snaps up Atlantic House sales director
Ben Hall will seek to grow the boutique’s relationships with IFAs and DFMs
03/08/2023
IQ-EQ appoints Managing Director for Greater China
She has spent 20 years in various leadership roles in both in the buy and sell side in the U.S., China and Hong Kong.
03/08/2023
Ecofin Investment Consulting reorganizes management
The company is part of the Ecofin Group, which was founded in 1986 by emeritus finance professor and entrepreneur Martin Janssen .