10/19/2022
New CEO at Octogone Gestion comes from Pictet
The new addition is to accompany the consolidation of the independent asset managers.
Executive Moves
10/19/2022
Susan Leerkes appointed as CEO Van Lanschot Kempen Switzerland
In this position, she will report to Richard Bruens, member of the Management Board and responsible for Client Management & Origination.
10/18/2022
Credit Suisse Names DPM Head for Australian Wealth Arm
Prior to joining Credit Suisse three years ago, she was an investment director of fixed income at Aberdeen.
10/18/2022
Evelyn Partners invests in Birmingham professional services team with tax partner appointment
At Evelyn Partners, Matt will focus on advising private clients, private businesses and their owners on commercial and tax issues.
10/18/2022
Cazenove Capital continues its regional expansion, appointing Portfolio Director
This recent appointment is the latest development in Cazenove Capital’s regional growth strategy.
10/18/2022
Inventx appoints internal «jet engines»
The business administration graduate and former head of business development at Swisscom – the telecom group is both a partner and a competitor of Inventx – is thus returning to the company.
10/18/2022
Wealth Management Team Led by Paul Vasady-Kovacs Joins First Republic
Vasady-Kovacs has more than 22 years of wealth management experience
10/18/2022
Credit Suisse private banking team joins rival in Lugano
The team reports to Alessandro Cavadini at PKB Privatbank.
10/17/2022
BNP Paribas Wealth Management Names APAC Head of Credit
Saleim joins from the Bank of Singapore where he was most recently its global head of lending products and credit structuring, leading teams in Singapore, Hong Kong, and Dubai.
10/17/2022
JPM PM steps off global macro team amid investment changes
Virginia Martin Heriz will no longer serve as PM on three funds run by the global macro team.
10/17/2022
Richa Goswami exits HSBC
Goswami confirmed her departure on a LinkedIn post, saying she had one of the most memorable times at HSBC.
10/17/2022
Private bank engages team of advisors from Credit Suisse
The team is led by Raimondo Morandi , who previously worked for Credit Suisse (CS) for 24 years
10/17/2022
Alpha FMC makes Chris Kroeger lead of UK asset and wealth team
Kroeger will take over his role from Stuart McNulty – the former head of Asset and Wealth Management (AWM) at the firm.
10/17/2022
Hargreaves Lansdown CEO to step down
Search for successor underway
10/14/2022
Deutsche Bank appointed Head of the International Private Bank Asia Pacific
She has proven herself a strong and effective leader.
10/14/2022
Senior Deloitte exec stumbles upon drunken bullying at Ascot
The consulting firm Deloitte had to make this painful experience.
10/13/2022
Richard Byworth joins Syz Capital as Managing Partner
As of October 2022, Byworth leads all aspects of the liquid alternatives portfolios, investment, and advisory including sales for the firm.
10/13/2022
Financial Advisors Howard Woo and Luke Schell join UBS Wealth Management in Irvine
Howard and Luke are valuable additions to our Irvine office, adding experience, integrity, and collaboration to our existing strong culture of success.
10/13/2022
Artorius’ expansion continues with further hires into its Wealth Planning and Lending teams.
As well as being a fully qualified accountant, Kausar is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
10/13/2022
Jesper Andersen named new Head of IT Switzerland at Credit Suisse
Jesper Andersen has been the CIO and member of the executive committee of Nykredit since 2017.