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.
Executive Moves
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.
08/31/2022
UBS with changing of the guard in Wettingen
With the qualifications as a qualified banker HF and Bachelor of Science FH as well as many years of experience within UBS, the new branch manager is attested to both practical and specialist knowledge.
08/30/2022
Credit Suisse Hires for Technology Banking
A representative for Credit Suisse confirmed the contents of the memo.
08/30/2022
Natixis Investment Managers expands team in Zurich
He will be responsible for the areas of banks, external asset managers
08/30/2022
Partner and Senior Counsel Promotions in Walkers' Jersey office
The 26 new partners across Walkers' global offices marks the firm's largest ever round of additions to the partnership.
08/29/2022
Blackrock Appoints Wealth Head for Southeast Asia
He is based in Singapore while succeeding and reporting to Guilherme Lima who was named head of wealth for Asia Pacific in October last year.
08/29/2022
Republic Bank appoints Chief Financial Officer and Chief Financial Officer
Holland will join First Republic from MUFG Union Bank, where he currently serves as the CFO of Union Bank and MUFG Americas and held roles of increasing responsibility over the past 14 years.
08/29/2022
Blackrock Nets J.P. Morgan Executive for Sustainable Research
Wu has more than 14 years of experience in equity research in APAC, most recently as the head of Asia ex-Japan ESG and utilities equity research at J.P. Morgan.
08/26/2022
Asteria Investment Managers Announces Changes in its Leadership to Prepare its Merger With Obviam AG
The integration is expected to be finalised by the end of the year and announced changes are subject to regulatory and final approvals.
08/26/2022
Merrill Lynch WM recruits head of UHNW solutions
Prior to joining Merrill Lynch, Gautier was at Citi for four years where he worked within its cross-asset product strategy unit focusing on derivative-based solutions.
08/26/2022
Zürcher Kantonalbank appoints new Head of Audit
He has all the prerequisites to continue the strong corporate governance of Zürcher Kantonalbank and to tackle future challenges.
08/26/2022
AAA-rated emerging markets bond chief exits Julius Baer
Cesar Fernandez stepped away from managing the Julius Baer emerging markets debt flagship fund in August, Citywire Selector has learned.
08/25/2022
Investec Wealth compliance boss exits
After 16 years at Investec, Mike Rigby will step down from his role as chief risk officer at the business on 31 August.