02/06/2024
Ex-Julius Baer global CIO exits Fisch board of directors
The owner and chairman of HFL Invest stepped down on 31 December
Executive Moves
02/06/2024
Ocorian appoints new Head of Guernsey Private Client
His commitment to Ocorian is profound
02/05/2024
Citigroup Seeks Revival in Wealth-Management with Andy Sieg’s Hire
The corporation believes that Sieg’s proven track record in wealth management will serve as a catalyst for Citigroup to enhance its services
02/05/2024
Brookfield Asset Management appoints Anuj Ranjan as new CEO of private equity business
Before this elevation, Ranjan was President of Brookfield’s Private Equity business and Global Head of Business Development
02/05/2024
Evelyn Partners bolsters Midlands presence with Financial Planner appointment
Declan will be based at Evelyn Partners’ Birmingham office at 103 Colmore Row.
02/05/2024
Burgan Bank Appoints Meshari Abduljalil Shehab as General Manager of Private Banking and Wealth Management
Mr. Meshari’s addition to Burgan Bank’s management team follows a series of leadership-level appointments and promotions that have unfolded in the past few months
02/05/2024
LGT private banker takes managing director role at NPB
The Zurich private banking boutique has recruited Vipul Bhushan and Inela Latifovic.
02/05/2024
Top 50 IAM reunites ex-JP Morgan private bankers
Maria Mavridoglou, recent partner at Decisive Capital Management, has joined Novum Capital Partners.
02/02/2024
Barclays Veteran Joins $4 Billion Wealth Firm Azura in Dubai Bet
Hazem Shish is partner in firm’s strategic opportunities team
02/02/2024
Citi names new global head of manager research; layoffs hit gatekeeper unit
There have been notable changes on Citi's gatekeeper team, which has a new head of manager research, but has also been hit hard by sweeping layoffs taking place across the bank.
02/02/2024
UBS GWM mulls cutting about 70 jobs in Asia
The job cuts could include about 25 relationship managers with some in investment and solutions teams, mostly covering Greater China and Singapore.
02/02/2024
Evelyn Partners appoints Edward Park as Chief Asset Management Officer
As part of the senior leadership team, he will also become a member of the Group Executive Committee, reporting to Paul Geddes, Group Chief Executive Officer.
02/02/2024
HSBC hires Credit Suisse Switzerland's alts chief
HSBC global private banking and wealth has hired Justine Kreis as head of alternatives Europe, Middle East and Africa (EMEA). Most recently Kreis was at Credit Suisse in Zurich, where she was head of alternative investments for the Swiss bank. Before th
02/02/2024
Top 50 IAM names new chief investment officer
Simon Lutz, who worked in Baumann & Cie and UBS, took a new role at Tareno this month.
02/02/2024
2plan appoints Claire Limon as managing director
Prior to that she held senior roles at Countrywide and Bank of Scotland.
02/02/2024
Rathbones Bristol head James Fox retires after 30 years
Amos Nelson has been named regional director of Rathbones Investment Management in Bristol.
02/01/2024
J.P. Morgan Appoints Private Credit Executive
Ong has worked at the US lender for over 13 years and is currently its head of Southeast Asia debt capital markets.
02/01/2024
Julius Baer CEO Reportedly Stepping Down
Board member David Nicol, who led the governance and risk committee, will also step down.
02/01/2024
Bank of Singapore Names Philippines Market Head
In the role, he reports to Robin Heng, co-head of private banking, Singapore.
02/01/2024
BlackRock Switzerland chief investment strategist Martin Lück steps down
He has held the role since 2015 and will be succeeded by Ann-Katrin Petersen.