03/29/2023
Lancaster Guernsey appoints Consultant
He moved back to London in 2020 as Head of Business Development for technology firm Alana, and joins Lancaster Guernsey after a period as CEO of Future Solutions Group.
Executive Moves
03/29/2023
BlackRock’s $30bn head of multi-asset income investing to exit
The world’s largest money manager’s multi-asset strategies and solutions group will undergo a reshuffle in the coming months, with new co-heads appointed.
03/29/2023
Oddo BHF senior private banker joins rival in Geneva
Françoise Pesci has also previously worked for Citi and Barclays.
03/28/2023
Willow Private Finance appoints senior HNW mortgage broker
His extensive lender network enables him to provide tailored financial products and services for residential, buy-to-let, bridging, commercial, and development properties, as well as life assurance recommendations.
03/28/2023
UBS Wealth’s James McGuire retires after 38-year career
He said he has decided to “call it a day and pretend to do some gardening”
03/28/2023
EFG specialist joins Lugano private bank to head wealth solutions
PKB brings EFG Bank’s former head of wealth planning Alfonso Rivolta on board as it ramps up wealth management services.
03/28/2023
Investec W&I hires ex-Ruffer manager and former trainee
Andrew Mays and Sebastian Culpan-Scott have joined Investec Wealth & Investment's Bournemouth and Cheltenham branches respectively.
03/27/2023
HSBC Hires Head of Wealth Planning for APAC
In addition to his wealth planning role, he will also help drive the agenda for the bank's ultra-high net worth business in Asia on an interim basis.
03/27/2023
Changes on the Group Executive Management of VP Bank Group
The appointment of Dr Mara Harvey and Dr Rolf Steiner is subject to the approval by the Liechtenstein Financial Market Authority (FMA).
03/24/2023
Liontrust non-executive duo step down from board
Emma Howard Boyd and Quintin Price are stepping down from the fund firm's board with immediate effect.
03/24/2023
UBS AM appoints head of fixed income for emerging markets and Asia Pacific
In his new role, Briscoe will report to Ryan Primmer, global head of investment solutions.
03/24/2023
Odey Wealth director retires after decade with firm
Wealth Manager understands investment director Richard Neville-Rolfe will continue to work for the business in a consultancy capacity.
03/24/2023
Simon Murphy joins Saffery Champness in Guernsey as Associate Director
Simon brings a wealth of valuable experience and expertise to Saffery, which will complement the depth and breadth of skills within the team.
03/24/2023
Luc Frieden steps down as Chair of the Board of BIL
Luc Frieden joined the Board of BIL as Chair in 2016
03/23/2023
Credit Suisse Nets Ex-Deutsche Private Banker
In the role, Kwong will work closely with Credit Suisse’s leadership team and senior bankers in the Southeast Asia markets to build and strengthen relationships with key clients and stakeholders in the region.
03/23/2023
DWS Appoints APAC Head
She will also retain her current role as head of client coverage, APAC.
03/23/2023
Quilter Investors makes first hires to Manager Research Hub as expansion takes shape
Cassar and Durmaz join Marcus Cave and Andrew Budge in the team after they transitioned from internal roles.
03/23/2023
Bank Linth: Change in management
He will leave the bank at the end of May 2023.
03/22/2023
Osborne Clarke grows team with Private Wealth specialist Partner Patrick Wooddisse
Prior to this, he trained at Amhurst Brown Colmbotti and worked at Burges Salmon.
03/22/2023
Sionic Expands Wealth & Private Banking Expertise
New Partner Stéphane Assemat has a remit across Switzerland and Benelux