11/06/2025
EFG shuts office as two more join JM Finn Cheltenham
Richard Cleary and Ian Posgate join former colleagues to build out JM Finn's burgeoning Cheltenham office.
Executive Moves
11/06/2025
Cazenove’s Scotland head promoted to head of UK regions
Bob Hair has been promoted to head of regions following the departure of Karan Sejpal to Benchmark.
11/06/2025
Schroders Australia leadership update: Simon Doyle to retire, Alison Telfer appointed CEO
Simon feels that it is the right time to step back from a full-time executive role and consider other ways in which to contribute to the industry, as well as spending more time with his family and two grandchildren.
11/05/2025
Citi strengthens wealth management team with seasoned bankers in Toronto, Vancouver
New hires bring decades of experience in private banking, investment strategy, and client advisory
11/05/2025
Brown Shipley appoints Melissa Buray as Birmingham-based Client Advisor
She will work closely with the Birmingham team and colleagues across Brown Shipley
11/05/2025
Thomas Cahill Joins Keebeck Wealth Management’s Advisory Board
He serves as a director at several Newpath portfolio companies and has advised on science and policy issues at the national level.
11/05/2025
KKR expands ME wealth push with new senior hire in Dubai
The firm is building a diversified regional team spanning investment, capital raising and client coverage.
11/05/2025
EFG International: Former Journalist Becomes Media Chief
In this function, he reports to Katrin Schaad, Head of Public Relations & Stakeholder Communications.
11/05/2025
New Client Services Director for IQ-EQ
Mr Van Schalkwyk started work this week, with Greg Kok, Managing Director of IQ-EQ Guernsey, welcoming him to the role.
11/05/2025
Citi’s Family Office Head Hofmann to Leave in Latest Wealth Exit
Hofmann recently informed fellow executive Dawn Nordberg, Citi’s head of integrated client engagement, of his decision to leave the New York-based firm
11/04/2025
WealthOS, welcomes Google and LinkedIn veteran, John Herlihy, as chairman
After spending many years in California leading teams for Adobe, Oracle and First Data, John returned to his native Ireland in 2005 to scale Google’s EMEA operations.
11/04/2025
NFP Appoints Jessica Espinoza, Retirement Advisory National Practice Leader, and Stephen Jans, Wealth Management National Practice Leader
New practice leaders ensure commitment to delivering integrated solutions for middle market clients that reflect the full spectrum of their financial needs
11/04/2025
EFG International announces changes to Board of Directors and leadership team of EFG Bank (Luxembourg) S.A.
In addition, Pascal Julliard has been appointed as Deputy CEO and Head of Private Banking Luxembourg, effective 01 October 2025, and will report directly to the CEO of EFG Bank (Luxembourg) S.A.
11/04/2025
Zurich independent asset manager onboards UBS relationship manager
Brevalia has hired Mathis Weber as a client adviser.
11/04/2025
Marco Primavesi will leave the BLKB board of directors at the end of 2025
The vacancy on the bank's board of directors is to be filled.
11/03/2025
HSBC names head of IWPB in Taiwan
Kevin Hu joins HSBC Taiwan from Cathay United Bank.
11/03/2025
LGT loses its portfolio management head
The veteran spent nearly 16 years with the firm, where he also served as CEO of LGT Investment Management.
11/03/2025
Deutsche Bank PB Expands Thailand Coverage
Based in Singapore, she reports to Paul Handley, Southeast Asia market head.
11/03/2025
Quilter appoints Sam Christopher as proposition director
Christopher joins Quilter from 7IM, where she served as head of platform, overseeing the platform service function, experience team and proposition development.
11/03/2025
BCN appoints senior portfolio manager as CIO
Vincent Schwery has been appointed as CIO at the cantonal bank.