10/23/2020
Northern Trust Asset Management’s Dzanis joins Investment Association Board
Marie will bring a depth of industry experience and dynamic vision to the IA board and I look forward to her insight and leadership.
Executive Moves
10/23/2020
Geneva firm hunts for WM for Russian market
They will be expected to have an existing portfolio of high-net-worth clients.
10/23/2020
Julius Baer director exits to launch São Paulo wealth shop
Justus and Eraldo Salles also plan to launch Legend Investimentos, a business that will aim to attract independent financial advisors and will offer access to BTG Pactual’s digital platform, according to reports.
10/22/2020
Northern Trust Adds to Foundation & Institutional Advisors Practice in Chicago
In this role he was the primary client contact for several of the firm’s endowment, foundation and pension clients.
10/22/2020
Sayers bolsters wealth team; snares ex-UBS Wealth head of operations
The string of hires come a month since Sayers revealed itself to the market
10/22/2020
Bank CEO steps down
Cembra Money bank CEO Robert Oudmayer has been in the role since 2009.
10/22/2020
Julius Baer’s Thai JV Nabs Ex-HSBC Private Banker
SCB-Julius Baer, a wealth management joint venture between Siam Commercial Bank and Julius Baer in Thailand, hired HSBC private banker to lead its investment unit.
10/22/2020
Walker Crips appoints former Tilney financial planner to wealth team
James Bonarius joins the firm having spent seven years in Tilney’s Leeds office.
10/22/2020
Changes in the Managementand Board of Directors of Cembra
Robert Oudmayer to step down in the course of 2021
10/22/2020
Suntera Global Appoints Head of Mergers and Acquisitions
In his new role at Suntera Global, Alex will be based in Suntera’s Jersey office
10/21/2020
JPM Brazil private bank boss joins Bradesco
Taira has more than 29 years of experience in the financial services industry and has previously worked for Credit Suisse and Citi Private Bank, according to his LinkedIn profile.
10/20/2020
Quilter Investors to appoint Premier Miton as manager of two funds
The move will see Premier Miton become a ‘Global Partner’, a carefully selected group of leading asset managers appointed by Quilter Investors to offer a diverse range of high-quality sub-advised funds
10/20/2020
Baker McKenzie announces latest global leadership shake-up
Shih Yann Loo and Melinda Phelan join the Firm's Executive Committee
10/20/2020
Quintet Poaches From Genevan Rival
Her hire is the first sign of the Luxembourg-based wealth manager's ambitions for Switzerland, where it launched in May after snapping up Bank am Bellevue.
10/20/2020
JPMAM European manager to retire
Stephen Macklow-Smith has been with the business 23 years
10/20/2020
CISI appoints four new Board members
The CISI Board of Directors is comprised of non-executive directors who are typically employed in senior positions in firms operating in the financial services sector.
10/19/2020
Pictet Poaches Veteran Deutsche Private Banker
The move comes shortly after Patrick Zenz-Spitzweg, one of Pictet's top private bankers in Frankfurt and part of its executive committee for wealth management in Germany, was poached by Feri Trust, a local boutique.
10/19/2020
Brown Shipley hires Julius Baer and Deutsche heavyweights
Julius Baer regional head Calum Brewster joins Brown Shipley as private bank boss and Deutsche's Raphael Drescher takes up a new family office role, while the firm's Manchester head Nick Cringle has left.
10/19/2020
Cantonal bank hires UBS veteran as CEO
Susanne Thellung will start in February 2021.
10/16/2020
Lazard Asset Management Expands Alternative Investment Platform
Forms Lazard Coherence team of industry veterans with credit expertise -