11/08/2019
Kestra Financial adds to executive team
He will be responsible for overseeing the firm’s platforms focused on wealth consulting, investment products, advisory platforms, financial planning, and retirement plans.
Executive Moves
11/08/2019
Raiffeisen Switzerland poaches CS products and services head
The Raiffeisen Group’s total assets amount to CHF 235 billion as of 30 June.
11/07/2019
Jupiter hires ex-Northern Rock director Nichola Pease as chairwoman
Northern Rock directors, including Ms Pease, 58, were criticised by MPs on the Treasury select committee for their “high-risk, reckless business strategy”
11/07/2019
Family Office Guru Resurfaces as CEO of Hywin International
The firm recently entered into a strategic collaboration with VP Bank of Liechtenstein to jointly unlock the potentials of Chinese clients rapidly globalizing their wealth
11/07/2019
Franklin Templeton Announces New Private Wealth and Institutional Appointments for Canadian Business
Drawing from more than two decades of financial industry experience, Bhatia is managing and directing the firm's private wealth strategy in Canada
11/07/2019
7IM hires ex-Credit Suisse private bank CFO to replace co-founder
Duncan Walker, will be the firm's new CFO after co-founder Charles Sparrow announced he is leaving next April
11/07/2019
ZKB Nabs Credit Suisse Veteran
In 2013 she was made chief investment officer Europe (including Switzerland)
11/07/2019
Swiss Stock Exchange Replaces Chairman
He began his career at McKinsey before defecting to Credit Suisse, where he was forced out in 2003 after a strategy to introduce affluent European clients foundered.
11/06/2019
Credit Suisse: Paratrooper Joins Wealth Management
He assumes the position held by Philipp Wehle before he was appointed chief executive officer of the division in July.
11/06/2019
UBS Names New Head of UHNW in Germany
He was previously active in a similar capacity at UBS in Munich and was in charge of the family office business for all of Germany.
11/06/2019
Wealth manager announces board appointments
At the same time the Board is pleased to confirm that Stephen Ford has been appointed as an Executive Director of the Company, subject to FCA approval.
11/06/2019
Liontrust adds fund manager to Sustainable Investment team
Jones became co-manager of the Liontrust Sustainable Future (SF) UK Growth, SF European Growth, GF SF Pan-European Growth and UK Ethical funds on 1 November 2019.
11/06/2019
Barings’ head of global resources to exit
Barings’ head of global resources Duncan Goodwin will leave the firm by the end of the year.
11/06/2019
Multi-family office adds investment veteran
Announces Expansion Plans
11/05/2019
Aberdeen Standard targets wealth managers in £590m trust revamp
Funds giant appoints co-manager and hires investment trust sales staff
11/05/2019
First Republic Hires $5-Million UBS Team in Los Angeles
San Francisco-based First Republic has fewer than 200 traditional brokers to complement its core private banking activities
11/05/2019
EFG nominates new Chair and additional new Member of the Board of Directors for election at AGM 2020
John Williamson, EFG’s current Chair of the Board, has decided not to stand for re-election at the next AGM.
11/05/2019
GCW Global Customized Wealth announces senior appointment
He is a pioneer of data-driven businesses in finance.
11/04/2019
Ex-Tesco Bank boss to chair wealth management firm
His current portfolio sees him holding roles including executive chairman of property firm Buccleuch and strategic advisor to the First Minister on the creation of the Scottish National Investment Bank.
11/04/2019
J. Safra Sarasin Hires from Barclays, Credit Suisse
Concurrently, the bank named Daniel Belfer – a 19-year wealth veteran with Safra and its current head of trading, asset management and treasury – as its new CEO last week.