06/14/2023
BDO’s Audit Director named as a Next Gen Leader
Josh has recently transferred to BDO in Jersey having worked at BDO in Guernsey for over 8 years.
Executive Moves
06/14/2023
Leonteq announces appointment of new Chief Financial Officer
He is succeeding Marco Amato, who will step down at end-August 2023, as previously announced.
06/14/2023
Investec banker joins Hampden & Co
Patrick Preece joins the firm’s London office as banking director, after just over a year at Investec W&I.
06/14/2023
Dan Olley to take over as the new CEO of Hargreaves Lansdown on 7 August.
He will remain in the role until November 2023 to support a smooth transfer of power.
06/14/2023
Peregrine Wealth appoints James Cook as Fund Operations Manager
In his new role, James will be responsible for the day-to-day operational management of Peregrine Wealth’s 15 Guernsey-domiciled investment funds.
06/14/2023
UBS Global Wealth Management announces team refresh
In Asia, Jin Yee Young is joining the firm after just six months at Deutsche Bank.
06/13/2023
CS Wealth Vets Lead Southeast Asia in New UBS
Yesterday, UBS announced leadership changes in its global wealth management (GWM) business as part of the ongoing integration with Credit Suisse.
06/13/2023
Fidelity International Names Head of Middle East and Africa
Based in Dubai, he reports to Rajeev Mittal, managing director, Asia Pacific ex-Japan.
06/13/2023
UBS recruits $1bn LatAm team from HSBC Private Bank in Miami
The trio of advisors are joining the Swiss firm's international branch led by Jesus Valencia.
06/13/2023
Consultancy run by ex-Tilney S&W and Sanlam COOs makes key hire
Former Sionic managing partner Gilly Green has joined new wealth consultancy Solve as a business adviser.
06/13/2023
LOIM appoints forestry expert as chief nature officer
Lombard Odier Investment Managers has recruited Marc Palahi, a former director of the European Forest Institute.
06/12/2023
Julius Baer Nets Ex-UBS Indonesia Banker
Julius Baer appoints Stacy Wong as team head, Southeast Asia, according to an internal memo seen by finews.asia, effective immediately.
06/12/2023
Bank of Greene County brings on new hire to start private banking business
The private bank is designed to provide personalized, 24/7 concierge-level banking services
06/12/2023
Replacements announced on Odey funds after weekend ousting
Freddie Neave, James Hanbury and Oliver Kelton will take over Crispin Odey’s funds, while the remaining partners plan a rebrand of the firm.
06/12/2023
Wealth boutique co-founder goes ‘back home’ to JP Morgan
Lewis Hamm said he was happy to be returning ‘home’ to JPM less than three years after leaving the firm to set up O-IM, comparing the experience to ‘going travelling’.
06/12/2023
Breana Cole joins UBS Private Wealth Management in Boston
Prior to joining UBS, she spent 10 years as a Financial Advisor at Bernstein Private Wealth Management after starting her career at IPS Strategic Capital.
06/12/2023
UBS Reshuffles Wealth Leadership at Enlarged APAC Unit
Former Credit Suisse wealth head Francesco De Ferrari will remain as a senior advisor to Khan
06/09/2023
Pictet LatAm wealth head to step down, replacement named
Alberto Valenzuela is taking on a new non-executive role at the firm at the start of next year.
06/09/2023
Evelyn Partners announces Paul Geddes as new Chief Executive Officer
He will join the business on 3rd July
06/09/2023
Longtime banker becomes transformation consultant
Most recently he worked as an independent consultant.