10/11/2022
Revealed: Church House hires JM Finn veteran James Edgedale
Edgedale joins Church House as a client director a few months after ending his 37-year career with JM Finn, where he was chair.
Executive Moves
10/11/2022
IQ-EQ appoints ESG Director to drive next phase of client offering
He is also a qualified barrister and holds the CFA Certificate in ESG Investing.
10/11/2022
ZEDRA Governance (formerly PTL) promotes Managing Director
The appointment will take effect from 1 November 2022.
10/10/2022
Citi Private Bank appoints new LatAm lending boss
He has more than 24 years’ industry experience, beginning his career in finance with US Bank, where he stayed for six years and joined initially as a trust officer
10/10/2022
Investment Banker Colando Hutchinson joins Sterling Asset Management
His long-standing career in the finance industry includes over a decade with Victoria Mutual Wealth Management Limited (VM Wealth).
10/10/2022
RWM Welcome Two New Team Members
We’re proud to welcome both Elsie and Laura to Team RWM!
10/10/2022
Societe Generale: Changes Within The Group's General Management
She joined the Group in 2020
10/10/2022
Pantheon expands global private wealth platform with key hires in Europe and US
Seasoned professionals enhance capacity to meet increasing investor demand across Pantheon’s growing suite of private wealth investment vehicles
10/10/2022
Steven Levin to succeed Paul Feeney as CEO of Quilter plc
The appointment is subject to regulatory approval.
10/10/2022
Zurich boutique appoints first head of ESG
She previously worked at the Asian Development Bank and the Overseas Development Institute in London.
10/10/2022
French financial boutique strengthens Swiss activities
He will report to Steve Bouteiller , who, as Managing Director of the Swiss subsidiary, has strongly developed and expanded the French-speaking part.
10/07/2022
Pictet Shifts Geneva-Based Strategist as Asia CIO
Previously, he also worked at Banque Robeco in Paris and Goldman Sachs’ private wealth unit in London.
10/07/2022
Ex-Credit Suisse M&A Banker to Join HSBC
Chua is expected to join HSBC to lead its M&A business in Asia.
10/07/2022
Amundi Hires From Schroders to Boost Middle East Business
Nisarg Trivedi hired to lead third-party distribution
10/07/2022
M&G's troubled Property Portfolio fund gets new lead manager
Michael Wood will replace current manager Justin Upton, who will leave the firm at the end of the year.
10/07/2022
HSBC creates role for ex-J Safra Sarasin thematic equities head
Pierin Menzli joins after nine years at J Safra Sarasin.
10/07/2022
$215 million advisor team joins UBS in New York City
They join UBS’s New York City Central Wealth Management Market, which is led by Dan Shepler, and will be based in the firm’s 299 Park Avenue office, managed by Elizabeth Sieghardt.
10/06/2022
Private Wealth Advisor Ben Flaim Joins UBS in Boston
He joins the UBS Northeast Private Wealth market, managed by Julie Fox, and reports to Boston PWM Complex Director Maxwell Bardeen.
10/06/2022
BlackRock appoints new chief financial officer
As Martin steps into this new role as CFO, BlackRock and our shareholders will benefit from his broad understanding of the firm, sharp intellect and years of experience working with our clients in charting the path forward.
10/06/2022
Pictet poaches LatAm private banking trio from rivals
For its Zurich office, the group has recruited Marcos Costantini and José Merced Gómez Mérigo, who have joined from Credit Suisse and UBS, respectively.