04/17/2023
Ocorian celebrates 145 promotions across the group
The promotions come across the group’s service lines and reflect the strength of Ocorian’s team, as well as the firm’s focus on promoting and developing talent from within.
Executive Moves
04/17/2023
Bernstein Private Wealth Management names Chief Investment Officer, Head of Investment and Wealth Strategies
He will be responsible for Bernstein's investment partnerships and other outside managers across traditional and alternative asset classes.
04/14/2023
Wealth Access Expands Executive Team Adding Mark White and Jeremy Bolin
Data Insights Platform provider expands internal team to support continued growth
04/14/2023
SJP hires LGIM’s Onuekwusi as CIO
He starts in October and will report to director of investments Tom Beal
04/14/2023
Quilter Cheviot Europe appoints Chief Executive Officer
He had previously worked at Brewin Dolphin Ireland where he was head of tax & financial planning and prior to that he held a similar position at Investec Wealth & Investment.
04/14/2023
JPMorgan Adds UHNW Banker in Southeast Asia
He also worked at CreditEase for one year as its wealth management CEO.
04/14/2023
Ex-SIX stock exchange boss goes to financial AI companies
He was considered a driving force in the technological development in the field of stock exchange trading and played a central role in the founding of the digital stock exchange SIX Digital Exchange (SDX).
04/14/2023
Killik & Co risk head leaves for stockbroker Patronus Partners
Penny Rooney, former partner and chief risk officer at Killik & Co, has departed the firm to join Patronus & Partners as its director of compliance.
04/13/2023
RSMR appoints ex-UBS and Tilney director to research team
Tim Sedgwick returns to industry 13 years after leaving to set up own business
04/13/2023
Knight Frank hires Le Mans winner to open HK private office
The property firm has opened a second branch of its private office in Asia, focused on providing ultra-prime and super-prime property transaction advice.
04/13/2023
Ex-EdR fund research head joins BCV
Roger Guerra also managed funds at Edmond de Rothschild.
04/13/2023
Waverton hires Evelyn partner as portfolio manager
He has joined Waverton after almost two decades at Evelyn Partners, where he was a partner.
04/13/2023
Ex-UBS Lucerne wealth management head to join IAM as CEO
The incumbent chief executive is stepping down after 10 years in the role.
04/13/2023
Nucleus appoints Mark Hastings as Group Finance Director
Prior to this he was Finance & Risk Director at Ascentric for 14 years, and also held a number of senior finance roles at Credit Suisse First Boston.
04/13/2023
Julius Baer bolsters leadership team with strategic appointments to accelerate growth in South East Asia
These key appointments underscore the Bank’s commitment to fostering talent, as well as driving growth and success in the region.
04/13/2023
Raiffeisenbank Luzern poached at Zuger Kantonalbank
Schmidiger takes over from Ursula Götschi , who is leaving the company after twelve years and retiring early.
04/12/2023
DWS’ Switzerland head hands over multi-asset unit role
Active business head Vincent Vedda is given an expanded remit, as Björn Jesch focuses on wider responsibilities.
04/12/2023
Multi-Family Office New Oak Brings Former Bank Boss to Advisory Board
He also spent part of his career in Great Britain and France, where he continues to serve as Honorary President of the Cercle des Banques Etrangères en France.
04/12/2023
Goldman Sachs assigns new head of private banking lending and deposits
In addition, Somaiya joined the firm in 2001 and was promoted to managing director in 2011 before becoming a partner in 2016.
04/12/2023
Bank of Singapore Nets Veteran Investment Advisor
Based in Hong Kong, he reports to Teresa Lee, head of Greater China, Hong Kong branch.