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Executive Moves

02/07/2023

Citi hires ex-Sanlam Private Wealth boss Penny Lovell

Lovell joins Citi Private Bank alongside ex-Sanlam colleague Andrew Lewis.

02/07/2023

Brooks Macdonald finance boss joins True Potential

Thorpe replaces Neil Johnson, who is retiring after 16 years with True Potential.

02/07/2023

abrdn CIO for multi-asset solutions exits after four years

Aymeric Forest departs

02/07/2023

SEBA Bank Appoints Amy Yu as APAC CEO to Drive Regional Growth

She previously played an instrumental role in regional and institutional growth strategies for market leaders in the crypto industry, a global derivatives exchange and prime broker.

02/07/2023

Bank Julius Baer Deutschland AG expands the Management Board

This expansion of the Management Board underscores the sustained growth of the bank in Germany.

02/07/2023

Brooks Macdonald chair steps down over health issues

Alan Carruthers resigns to fully recuperate

02/07/2023

Former ZKB CEO Joins Board of Asset Manager

The Belvédère board will be composed of Rolf Boegli, David Garcia, Urs Gauch, Martin Landolt, and Martin Scholl

02/07/2023

EFG Asset Management appoints global head of fund research

Rising star takes top position at Swiss group with former boss moving to new director post within chief investment office.

02/07/2023

Lausanne digital assets specialist expands executive team

Two former IBM employees have joined Metaco.

02/07/2023

Glarus wealth manager adds ex-ZKB CEO and two others to board

Belvédère Asset Management will also appoint a new chairman in May, subject to regulatory approval.

02/07/2023

Pictet announces full-year 2022 figures and change on Board of Partners

Pictet also announced that Managing Partner Bertrand Demole has decided to step down on 30 June of this year after 22 years at the firm.

02/06/2023

Suntera Global enhances client proposition with Corporate Head appointment

Global professional services provider announces new appointment to support the continued growth of its burgeoning corporate division.

02/06/2023

Focused Wealth Management’s Anthony DiCapua joins the Board of Directors for SUNY Orange Foundation & Alumni Engagement

This esteemed position will allow DiCapua to bring his extensive experience in finance and investments to the Foundation, which supports the educational mission of SUNY Orange.

02/06/2023

REYL Intesa Sanpaolo appoints Frédéric Le Hellard as Chief Operating Officer and Tatiana Carruzzo as Head of Asset Services

The Bank has also appointed Tatiana Carruzzo as Head of Asset Services, focused on delivering excellence in custody, administration, legal representation and paying agent services for institutional investment fund clients.

02/06/2023

Vaudoise Versicherungen Holding AG: The Board of Directors proposes Nathalie Bourquenoud as a new member of the Board of Directors

She is to succeed Chantal Balet Emery, whose mandate expires at the 2023 General Assembly.

02/06/2023

Archie Irtizaali & Michelle Panayi join ZEDRA as Client Development Directors

Based in Jersey, Archie will be reinforcing existing partnerships and building new ones globally

02/06/2023

GAM Appoints investment analyst to Asian equities team

Fanwei joined the team as Investment Analyst on 1 February 2023 and will be based in Hong Kong.

02/06/2023

Chris Anderson joins Sigma Private Office as Managing Partner

Chris brings over 15 years of experience from various roles at Barclays, most recently as a Market Head for the Private Banking business in the UAE.

02/03/2023

StanChart Expands North Asia Private Banking Unit

Previously, he also worked at UBS and Morgan Stanley covering UHNW clients in the region.

02/03/2023

Reshuffle in UBS ECM team, Dignam heads to family office

It’s a big jump for Dignam, who spent the past 12 years at UBS.

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