03/09/2022
PIMFA welcome Coutts and Co James Clarry to the Board
In his current role, he is focused on transforming the client journeys across the Coutts and NatWest affluent businesses.
Executive Moves
03/09/2022
Bergos private banker moves to VP Bank
He joined the private banking western Europe team in February 2022.
03/09/2022
UBS Names Co-Heads of Asia-Pacific M&A
Brown to continue as bank’s co-leader of M&A Australasia
03/09/2022
Wealth manager hires from Charles Stanley
He spent six years at Collins Stewart as a fund manager
03/09/2022
ERI Bancaire appoints new Managing Director in Geneva
Benoît’s appointment will allow ERI to build upon its solid customer base to grow the business further by offering new services such as the recently launched SaaS solution.
03/09/2022
IWP creates chief people officer role ahead of recruitment push
She has extensive people and culture experience, having spent over twenty years in senior human resources roles within education, transport and financial services.
03/09/2022
Head of quant for BNP Paribas AM’s multi-asset arm exits
Long-serving index specialist steps down from French group.
03/08/2022
SEBA Bank appoints new CEO
He has 30 years of experience in building and transforming successful businesses and operations.
03/08/2022
Wealthspire Advisors Names Executive to Lead Family Office Initiative
Heather Flanagan joins from Rockefeller Capital Management
03/08/2022
Evercore Wealth Management Promotes Sebastian Granzo to Partner
He earlier worked for nine years at JPMorgan & Chase, Co., where he started his career and assumed a variety of roles with increasingly responsibility.
03/08/2022
BNY Mellon Wealth Management announces three executive promotions
They represent the best qualities within our staff, including deep wealth management expertise
03/08/2022
GoldenTree Asset Management Hires Head of Digital Asset Trading
The digital asset ecosystem is increasingly relevant for institutional investors.
03/08/2022
Merrill Lynch boosts South Florida wealth biz with Morgan Stanley hire
While at Morgan Stanley, she reported to market director and branch manager Natasha Stephanik who joined JP Morgan’s wealth management business in New York last year.
03/07/2022
WealthO2 makes five hires following software merger
The distribution team would be boosted by Peter Panigiris from Lumiant and Dennis Cargill from BT Funds Management.
03/07/2022
HBL appoints head of wealth management in UAE
Prior to joining HBL, Danial had served in senior positions in various regional and multinational banks.
03/04/2022
Standard Chartered announces board changes
Both directors will be put forward for election by shareholders at the 2022 Annual General Meeting.
03/04/2022
Senior hire for Carey Olsen's Guernsey trusts and private wealth practice
Drawing on his broad private client and offshore experience, Robert provides practical and focused advice on all aspects of Guernsey trust and company practice and is a trusted adviser to the directors and in-house counsel of many of Guernsey's leadi
03/04/2022
Wealth at Work appoints chief information technology officer
Jerome is highly experienced having held senior roles in many global businesses
03/04/2022
Quilter Cheviot bolsters London office with triple hire
Keogh and Henderson will be responsible for building relationships with financial advisers and their clients
03/04/2022
Helvetia to keep interim chair after Lehmann joins Credit Suisse
He will succeed Doris Russi Schurter, who will not stand for re-election for personal reasons.