02/05/2021
Lugano PB hires Latin America team from Credit Suisse
Based in Lugano, the team will focus on the Latin American market.
Executive Moves
02/05/2021
Vintage Wealth Management names head of new commercial finance division
John added: “As Vintage Wealth Management continues to grow within the wider Vintage group, the requirements and expectations of our clients develop in parallel.
02/05/2021
Quintet Private Bank Appoints Head of Private Banking & Client Solutions
Brewster, who reports to Alan Mathewson, Brown Shipley CEO, brings over 25 years’ financial services experience
02/04/2021
U.S. Bancorp hires wealth management executive from JPMorgan Chase
“He has a passion for developing talent as well as building teams and sustainably high-performing businesses.”
02/04/2021
STM Group veteran steps down as CFO
She has been at the business for 17 years and served in the c-suite role for seven
02/04/2021
Cantonal bank names PB head amid executive reshuffle
Lukas Camenzind and Erwin Suter will also leave the bank as members of the board.
02/04/2021
Henrik Drusebjerg named Head of Nordic Investment Strategy at Quintet
Leading Copenhagen-based investment strategist to assume new role at Denmark’s newest private bank
02/03/2021
Amazon – bye bye Bezos, long live the cloud
Jeff Bezos has chosen to end his remarkable tenure as CEO on an unquestionable high.
02/03/2021
Swiss Re Nabs Top Risk Manager From UBS
Since strong risk control and compliance have become regulatory requirements in the financial industry
02/03/2021
IWP names former Succession Wealth adviser CEO of Welsh hub
As it rebrands the business
02/03/2021
RBC Nets Industry Veteran in Hong Kong
Chan has 30 years of industry experience, having most recently been with Bank of Singapore.
02/03/2021
IQ-EQ appoints new Group Chief People Officer
In her new role with IQ-EQ, Caroline will be based in our new flagship office in London and will hold a group-wide remit spanning 23 jurisdictions worldwide.
02/03/2021
Henrietta Mason joins Farrer & Co’s leading Contentious Trusts and Estates team
She joins as a Consultant and will be leading on the team’s internal and external technical knowledge and development needs and its strategic vision for the future.
02/02/2021
Acrevis brings banking veteran on board
She will take up this position in mid-February and will mainly focus on strengthening the market presence and further business growth of the company.
02/02/2021
Vontobel Hires APAC Marketing Manager
She previously also worked for UBS in Singapore covering marketing strategies for the investment bank.
02/02/2021
Digital financial services firm hires Citi private banker as investments head
He previously worked for Lombard Odier and Credit Agricole.
02/02/2021
George Osborne quits Evening Standard for job at boutique bank
Osborne, 49, will become a full-time partner at the bank, which advises on mergers and acquisitions, in early April.
02/02/2021
Asteria hires two for private debt team and plans fund launch
They will work with Fabio Sofia, the current head of private debt.
02/01/2021
Stonehage Fleming Appoints New Client Relationship Director in UK Family Office Team
Doris has over a decade of experience in investment management dealing with alternative investments with a focus on distressed opportunities in the UK, Germany, Italy and Eastern Europe.
02/01/2021
Liontrust expands Multi-Asset team and removes VAT from Managed Portfolio Service
James Klempster reports to John Husselbee, Head of the Multi-Asset investment team, which has £7.1 billion1 in Assets under Management and Administration (AuMA).