12/20/2022
Investec Wealth and Investment names new head of research
Her role will focus on ensuring Investec Wealth and Investment’s research capability remains “industry-leading”.
Executive Moves
12/20/2022
Credit Suisse promotes wealth management execs to MD roles
Based in Singapore and Hong Kong, the senior bankers work across a variety of functions, including private banking, relationship management and Client due diligence.
12/19/2022
CREALOGIX names Christophe Biollaz as its new Chief Financial Officer
Christophe Biollaz has over 20 years’ experience as a CFO, including with the international MCH Group and at Saint-Gobain Switzerland since 2020.
12/19/2022
Bellevue grabs entire team from Partners Group
Bellevue Group , based in Küsnacht near Zurich, is bringing an experienced secondaries team on board in Steven Kroese , Lars Honegger and Chris Davies
12/16/2022
Cazenove Capital announces its eighteenth senior hire across the UK, in response to continued client demand in the North East of England
He will work closely with Simon Pearson, Cazenove Capital’s Regional Head for the North of England, to service the existing client base, whilst also supporting the growing community of business owners and entrepreneurs.
12/16/2022
Leadership change at Julius Baer South East Asia
During his tenure, he successfully strengthened Julius Baer’s franchise and broadened its footprint in South East Asia.
12/16/2022
Brooks Macdonald hires director for AIM IHT fund
Joe Capaldi joins Brooks Macdonald from CS Investment Managers to lead the firm's AIM portfolio service.
12/15/2022
China Private Banking Heavyweight Leaves BNP Paribas
Previously, he also worked at UBS and J. Safra Sarasin.
12/15/2022
One of the Last «True» Swiss Private Banks Names a New Partner
He will then become one of six partners with unlimited liability of the institute.
12/15/2022
Robin Beer named CEO for RBC Brewin Dolphin and Wealth Management International
Prior to merge of businesses in H1 2023
12/15/2022
Avidian Wealth Solutions appoints Wealth Advisor
McGinness strengthens Avidian’s people-centric approach to wealth management with his diverse set of experiences for high-net-worth clients.
12/15/2022
Titan Wealth appoints head of sales
Former LGT Vestra partner Mark Livesey joins the firm following a career break
12/15/2022
A team of former CS employees is moving to the Fürstenbank
Rocco Baldinger took up his position as head of the non-profit desk in LGT 's private banking department at the beginning of December.
12/14/2022
RBC Loses Private Banking Veteran in Asia
Chan is a wealth management veteran with nearly 30 years of banking experience.
12/14/2022
New Board of Directors for the St. Galler Kantonalbank
The candidates proposed for election have experience in auditing and digitization.
12/14/2022
Groupe Indosuez Wealth Management : Indosuez Wealth Management announces appointments to its Management Committee
Olivier Carcy and Marc-Andre Poirier are appointed CEOs for Europe and Switzerland respectively.
12/13/2022
Credit Suisse's Greater China Chief Exits After 25 Years
Stoehr has spent 25 years with Credit Suisse, having first joined the Swiss bank in 1994.
12/13/2022
Growth boutique poaches Ruffer manager
Charalee Hoelzl from Ruffer joins Seilern as a research analyst.
12/13/2022
PineBridge Appoints Southeast Asia Institutional Sales Head
Previously, he also worked at Brandywine Global Investment Management, Credit Suisse HOLT and the Monetary Authority of Singapore.
12/13/2022
Team changes from CS to Zurich asset manager
The new hires are also important in view of the development of the growing US nexus demand within VT Wealth Management, which was founded in 2008, it said on Tuesday.