08/05/2022
New financial planner joins Evelyn Partners Chelmsford office
Evelyn Partners’ further expansion in this region comes after financial planner Catherine Glennon joined its Cambridge office in July.
Executive Moves
08/05/2022
Recognise Bank appoints CEO
Highly experienced in banking and capital markets, Jean will lead the small business bank as it accelerates its digital development
08/04/2022
Wealth Management Team Joins First Republic
Rutledge and Custodio were each named Managing Director and Wealth Manager.
08/04/2022
Four Investment Banking Leaders Join Rockefeller Capital Management’s Strategic Advisory Group
The appointments were announced by Gregory J. Fleming, President & CEO, and James Ratigan, President of Strategic Advisory.
08/04/2022
Impact boutique brings in squad with career station at CS
In the newly created position of Head of Corporate, Wholesale and Institutional Marketing, he will be responsible for overseeing the company's marketing activities to professional and institutional investors around the world.
08/04/2022
First Republic Bank Named Chief Operating Officer
Cranston joined First Republic in 2013 as a member of its Private Wealth Management executive team, helping to grow assets under management from just over $40 billion to nearly $250 billion.
08/04/2022
Nucleus appoints chief financial officer
A chartered accountant by profession, he started his career at PwC and later holding senior positions at financial giants UBS and HSBC and European commercial bank West LB.
08/03/2022
Winterthur Consulting Group AG strengthens itself
After more than 33 years as a consultant at UBS Switzerland AG, Marianne Tillmann has accepted a new challenge in the Winterthur Consulting Group AG team.
08/03/2022
Sanlam Investments expands distribution team
Tom Conquest and Tom Whitfield move
08/03/2022
Canaccord Genuity strengthens its senior leadership team
He has been promoted to Head of Stockbroking
08/03/2022
GAM Holding AG announces appointment of new Group Chief Financial Officer
This follows Richard McNamara’s decision to step down from his role.
08/03/2022
Robeco appoints new Senior Portfolio Manager for forthcoming RobecoSAM Biodiversity strategy
Mr. Thomas has joined the company’s Zurich office and is working alongside investment professionals from Robeco’s Thematic Investment team
08/03/2022
BEKB has Appointed CFO at an early stage
Beatrice Kern is currently a member of the management board of the BEKB subsidiary aity AG and heads the finance and services department.
08/03/2022
Graubündner Kantonalbank poached the Liechtenstein competition
The financial professional, born in Samedan in 1973, grew up in Sent in the Engadin. He will move with his family from Zurich to the canton of Graubünden.
08/03/2022
BNY Mellon Wealth Management Names Adam Lieb Global Family Office Senior Client Strategist
Prior to joining BNY Mellon Wealth Management, Adam was at Fidelity Family Office Services for more than 13 years and most recently served as vice president.
08/02/2022
Experienced team of 3 join Artorius from UBS
Helena Pratt has 5 years’ experience at UBS and started her career at Rathbones.
08/02/2022
Indosuez Expands Front Office in Asia
Indosuez Wealth Management has hired four new relationship managers in Asia, according to a statement, across its Hong Kong and Singapore branch.
08/02/2022
Former UBS Complex Director Rejoins Firm as a Private Wealth Advisor in California
Prior to rejoining UBS, Stephen served as a Regional Director at J.P. Morgan Wealth Management, where he oversaw the San Francisco and Seattle offices.
08/02/2022
Bank of Singapore Hires Ex-StanChart Product Veteran
immediately. Based in Hong Kong, he reports functionally to the global head of product Lim Leong Guan and locally to the Hong Kong branch head of Greater China Teresa Lee.
08/02/2022
Oppenheimer & Co. Inc. Announces Appointment of Chief Financial Officer
As a member of the Management Committee, Mr. Watkins will report to Albert G. Lowenthal, Chairman and CEO.