06/15/2023
BNY Mellon Names Hong Kong Chief
He will take on the new role in addition to his existing responsibilities as global head of relationship management for depositary receipts.
Executive Moves
06/15/2023
Vibhor Singh leaves Morgan Stanley Wealth Management for Citi
Based in New York, he will be responsible for driving the bank’s data and cloud strategies.
06/15/2023
Forum Finance hires sovereign wealth fund expert to head investments
He was most recently working for Unigestion, but also spent time at Saudi Arabia's Public Investment Fund.
06/15/2023
Wealth management leader Ned Dane joins AdvisorEngine as Chief Growth Officer
Dane is charged with helping AdvisorEngine clients use data and technology to grow their revenue, achieve deeper operational efficiency and deliver elevated client service.
06/15/2023
Nils Frowein joins additiv as CEO from Swiss Life
additiv is a fast-growing, financial solutions company with around 300 employees worldwide.
06/15/2023
Brooks Macdonald names new CFO from Aviva
She was the outstanding candidate in a strong field
06/15/2023
Experienced private bankers join Coges Corraterie Gestion
One focuses on Saudi Arabia, while the other covers European markets.
06/15/2023
IQ-EQ Guernsey appointed as directors of Jon Moulton’s investment holding company
Moulton Goodies Limited focuses on direct private equity and venture capital investments across a range of sectors and stages. Its direct investment portfolio consists of more than 80 companies.
06/15/2023
Evelyn joins rush into gilts as recession protection
With two-year gilts yields at their highest level since last year's ‘mini’ Budget debacle, Allianz's Mike Riddell is also buying back in, while Quintet sees more safety in US treasuries.
06/15/2023
Investec W&I appoints Canaccord IM in Cheltenham office
James Neale joins the firm’s Cheltenham office as investment manager, after five years with Canaccord Genuity.
06/14/2023
Nancy Paquet to lead wealth management at National Bank
Plus other moves within the industry this week
06/14/2023
Santander recruits $750m Citi private banker for Brazil biz
Roseli Kostiuk left Citi Private Bank last month after almost 14 years and is joining a former colleague at the Spanish group.
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.
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.