09/02/2022
AXA IM and UBP strengthen senior management
AXA IM adds two staff to its China joint venture, while UBP strengthens its investment services team.
Executive Moves
09/02/2022
UBS Bolsters Family and Institutional Wealth Unit
Desiree Lam and Dabby Leung have joined UBS as market team heads for global family and institutional wealth Hong Kong
09/02/2022
BNP Paribas Appoints India Head of Securities Services
Rohit joined BNP Paribas Global Securities Operations in 2008 and has since held a number of senior roles at the securities services unit in India and France.
09/02/2022
The chief financial officer of the Zürcher Kantonalbank steps down
Rudolf Sigg will step down from his position as Head of Finance at Zürcher Kantonalbank on October 31, 2023 and will then leave the bank.
09/02/2022
Petiole Asset Management appoints Head of Institutional Sales in key roles to solidify the firm’s regional expansion
Pierre will be key in expanding Petiole’s institutional client base through his international network of distribution partners.
09/02/2022
Ticino PKB engages UBS private bankers for Latam clients
Latin America is a core market for PKB. The bank has also had a presence in Panama since 2012.
09/02/2022
Morgan Stanley Welcomes Back UBS Brokers with $6.3M Combined in NY, MD
In the more recent shift, 39-year industry veteran David A. Shorr rejoined Morgan Stanley after a 10-year hiatus at UBS
09/02/2022
Partner and Market Head Appointed at ZWEI Wealth
Matthias Lehmann is an internationally renowned wealth management leader.
09/02/2022
Janus Henderson bolsters fixed income team with senior appointments
The firm has announced its plans to promote four Citywire-rated fund managers within its fixed income department, effective from the 1st October.
09/02/2022
Close Brothers boosts regions with Rathbones and Investec veterans
The Rathbones raid continues as the firm hires Sally-Ann Gallier as investment director.
09/02/2022
Luxury Goods Conglomerate LVMH Appoints Group President in North Asia
Michael Schriver has 24 years of experience in the region with Tiffany & Co., DFS and Louis Vuitton.
09/01/2022
UBP Adds Investment Duo for South Asia
UBP’s partner advisory proposition is a high-touch offering that allows clients to access a dedicated investment expert that provides tailored multi-asset advice according to return expectations, time horizon and risk profiles.
09/01/2022
Crescent appoints Chief Operating Officer and Head of Marketing & Growth
As an operations leader and with a background in law, Rachel has an in-depth knowledge of the Australian and global financial services ecosystem.
09/01/2022
UBS Private Wealth Recruits Advisor From Wells Fargo
She was formerly with Wells Fargo Clearing Services LLC in San Diego, and according to Wealthminder, manages over $692 million in client assets.
09/01/2022
Lugano PB hires UBS private banker
He focuses on the Latin American market.
09/01/2022
Zurich IAM appoints CIO
He previously worked at a Swiss private bank.
09/01/2022
Real assets chief exits French asset manager
Experienced investor announces departure on LinkedIn with plans to take on as-yet-unnamed new challenge.
09/01/2022
Evelyn Partners appoints Michael Vaughan to support continued growth of London financial planning team
He joins Evelyn Partners from Attivo Group, where he worked for three and a half years and was a Chartered Financial Planner.
08/31/2022
Openwork AR recruits data analyst from Quilter
Unique Financial Planning has appointed Katie Jeffery, formerly a senior reporting analyst at Quilter, to organise data management across the firm.
08/31/2022
French AM’s multi-management chief exits to launch consultancy
Experienced fund selector Servane Duforest will offer advice and support to asset managers after leaving Groupama Asset Management.