11/07/2022
UBS Hires Credit Suisse Bankers to Boost Team for Rich Indians
UBS is building out its business catering to rich Indians living overseas at a time when the sub-continent is seeing rising wealth.
Executive Moves
11/07/2022
Gam Investment to Director Jian Shi Cortesi to add Further Investment Strategies to her existing responsibilities
Jian Shi Cortesi has recently been selected for the fifth year running for Citywire’s top 30 female managers.
11/07/2022
Lombard Odier Vet in Asia Moves to Zurich Private Bank
Lombard Odier Names Sucessor to Asia CIO
11/07/2022
Citywire veteran to join Credit Suisse in ESG research role
Citywire’s head of ESG and cross-border investment research will join the Swiss asset manager next year.
11/07/2022
Andrea Orcel takes on the ECB
The fact that the bank still operates a business in Russia is causing a bad mood among European bank supervisors.
11/07/2022
Wealth Management Team Led by Tim Argyres, Ted Rice, Nasser Abdulkariem and Greg Argyres Joins First Republic
The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
11/04/2022
Former Credit Suisse impact fund selection head joins UBS
The former fund buyer is taking on head of sustainable investing governance role.
11/04/2022
Scotiabank names new CEO of MD Financial Management
She’s the first female executive to hold this position, and is coming in following the retirement of Daniel Labonté.
11/04/2022
Societe Generale appoints Group Chief Risk Officer
He was previously Group Deputy Chief Risk Officer since October 2020 and replaces Sadia Ricke who will leave the Group at the end of November to pursue an opportunity in the banking sector in London.
11/04/2022
IQ-EQ appoints Chief Operating Officer for Continental Europe
He was Managing Director, Product & Profitability of the Trustee, Depositary & Fund Corporate Services division of RBC Investor & Treasury Services.
11/04/2022
Crestbridge Family Office Services appoints Director to support sustained growth
She worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients
11/04/2022
Sandra Phlippen appointed professor by special appointment of Sustainable Banking
Sandra Phlippen is chief economist at ABN AMRO and will combine this position with her professorship.
11/04/2022
UBP's Swiss institutional head takes over German business
The previous head for Germany has left to work at a rival company.
11/03/2022
Schroders enhances client-led sustainability focus
He will work closely with Schroders’ sustainable investment team and regional specialists and be focused on extending the strategic sustainability support provided for key clients.
11/03/2022
Quilter Cheviot adds three new investment managers
All three investment managers will work closely with private clients and intermediaries including financial advisers to manage their investment portfolios in line with their long-term financial goals.
11/03/2022
Dakota Wealth Management Announces Hiring of Joshua Crossman
A 25-year veteran of the financial services industry
11/03/2022
Credit Suisse Risk Chief Lures Ex-Colleagues from Goldman
Another new hire from Goldman is Craig Bricker, who is expected to take control of a new risk analysis and resolution group
11/03/2022
GAM strengthens Japan equities team
Goro joined the firm on 1 November 2022 and is based at GAM's Tokyo office, ensuring proximity to the market and clients.
11/03/2022
Crestbridge appoints family office services Director
She will lead on family office structures administered in Jersey for clients in the Americas, Canada and the UK.
11/03/2022
Rahul Agarwal joins SS&C
In this previous role as head of private clients, he was responsible for relationship management and building the firm’s revenue-generating projects.