03/20/2023
Sanctuary Wealth Welcomes Iterhic Wealth Advisors As Partner Firm
Next gen advisor from Morgan Stanley launches wealth management firm with $170 million in client assets and partners with Sanctuary to scale business for future growth
Executive Moves
03/20/2023
Stonehage Fleming appoints two Directors
She joins Stonehage Fleming from Ocorian, where she has served as an Executive Director for the past two years.
03/17/2023
UBP Rejigs Investment Services Unit in Asia
Previously, he also worked at Daiwa, Bank of America Merrill Lynch and Deutsche Bank.
03/17/2023
Angeles Wealth Promotes CFP To Partner
At age 37, Wohlforth is the youngest partner in the firm’s history to be appointed to the position.
03/17/2023
Quilter Cheviot strengthens Managed Portfolio Service team with new hire
Oduntan will work in the Quilter Cheviot Managed Portfolio Service (MPS) team
03/17/2023
Change to Amundi’s corporate governance
This period will end following the Annual General Meeting which will be held on 12 May 2023.
03/17/2023
Five UBS Client Advisors promoted in the firm’s Jersey office
Client Advisors, John Pipon and Stephen Coelho, have been promoted to Associate Director.
03/17/2023
Quilter promotes Steve Gazard to chief distribution officer
The new role will allow him to lead consistent and effective delivery across all channels ensuring that every element of the Quilter proposition is built with advisers and their clients in mind.
03/16/2023
ZEDRA appoints Jon McKay as Global Head of Legal
Jon will be responsible for leading ZEDRA’s internal legal team and providing legal support to the business across all its service lines and offices.
03/16/2023
BIL appoints Laurent Cooreman CEO of its family office Belair House
Before joining Belair House, he held the position of Managing Director and Member of the Board of CBRE Luxembourg office for 9 years, office that he also opened.
03/16/2023
ZKB announces new head of financial advisory
Roman Schwarz will take over as head of financial advisory at Zürcher Kantonalbank as of mid-August 2023.
03/16/2023
Chris Longworth Appointed head of GAM systematic; Danny Dhingra to join GAM systematic team
The GAM Systematic team is made up of dedicated scientists who constantly research and test new models and approaches, supporting Core Macro which is a diversified, multi strategy, multi-asset portfolio.
03/16/2023
UBS recruits wealth manager from Credit Suisse in Geneva
He has also worked for Intesa Sanpaolo, EFG and BSI.
03/15/2023
Whampoa Group Adds Digital Investment Duo
He previously managed funds for investors using a suite of self-developed proprietary trading tools and bots.
03/15/2023
ZKB announces new head of financial advisory
Roman Schwarz will take over as head of financial advisory at Zürcher Kantonalbank as of mid-August 2023.
03/15/2023
Santander hires Credit Suisse private banker for Zurich branch
Luciano Acosta has joined Santander after nearly four years with Credit Suisse catering to Latin America clients from Zurich.
03/15/2023
Hugh James bolsters its wealth management services with key appointment
As Head of Hugh James’ Financial Planning department, David leads a specialist team based at the firm’s Cardiff headquarters, representing clients across the length and breadth of the UK.
03/15/2023
Highvern appoints Gail Atamosa as Jersey Fund Director
Gail brings to the firm broad-ranging experience in the delivery of administration, loan servicing and financial reporting services to funds across various jurisdictions.
03/15/2023
Amundi chair Yves Perrier to step down
He will be replaced by Crédit Agricole CEO Phillipe Brassac
03/14/2023
Credit Suisse Nets Ex-Julius Baer NRI Banker
Previously, he also worked at Citibank and Standard Chartered in Hong Kong, Singapore and India.