08/08/2022
Boutique taps Liontrust manager to expand investment team
Mike Totton joins Latitude Investment Management as a senior analyst and will work across its global equity portfolio strategy.
Executive Moves
08/05/2022
(SABB) Appoints Chief Retail Banking and Wealth Management Officer
He was the Regional Head of Retail Banking and Wealth Management from July 2016 to June 2018.
08/05/2022
We’ve hired Kerry Constabile to lead net zero and sustainability strategy
Senior climate change leader joins after roles at Google and UN Secretary General’s office
08/05/2022
BNP Paribas hires team from CS to boost WM arm
He also joined the executive committee of wealth management for Switzerland and emerging markets.
08/05/2022
Hampden & Co hires from Adam & Co as Banking Director
In line with growing client numbers and strong financial performance, Hampden & Co has added to its banking, senior management, and support teams during 2022.
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.
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.