10/27/2021
BNY Mellon Wealth Management appoints regional fiduciary manager
Brings three decades of trust and estates experience in private banking, fintech, legal research and law practice to the role.
Executive Moves
10/27/2021
IQ-EQ appoints Group Chief Information Officer
He has advised multiple private equity portfolio companies and brings a global mindset to the role, having worked across the UK, the US, Europe, India and Africa.
10/27/2021
Brazil bank appoints Zurich private bank head
Fabio Abdo joined the bank in 2018 and has been head of investors in Zurich since 2020.
10/27/2021
Obwaldner Kantonalbank appoints CEO
Margrit Koch succeeds Bruno Thürig who has decided to leave the bank after 20 years.
10/26/2021
Standard Chartered Names Chief Operating Officer for Trade
He joins from HSBC, where has has held roles as global head of trade operations and Chief product officer of Serai, a HSBC-funded fintech, since joining in 2013.
10/26/2021
Independent Wealth Management Firm Strengthens Leadership Team
Devangi D. Thakkar and Foluyinka B. Folowosele join to support organizational growth.
10/26/2021
Tilney Smith & Williamson appoints financial planner from Aviva
In his new role, Thornton’s work revolves around servicing private client relationships as well as business development with key introducers.
10/26/2021
Stonehage Fleming expands the US family office team
The appointment was effective from 13 September 2021.
10/26/2021
Universal-Investment appoints London branch head
Has been appointed as Director, Head of Business Development at Universal Investment Ireland and UK, and will be heading the UK office.
10/26/2021
Basel wealth manager appoints CIO
The firm also appointed an investment committee head earlier this year.
10/26/2021
Zug IAM hires two wealth managers
Urs Eilinger and Andreas Gassmann will be responsible for advising and supporting national and international clients.
10/26/2021
State Street appoints Chief Risk Officer
Appointment follows planned succession of Andrew Kuritzkes
10/26/2021
State Street appoint Chief Risk Officer
Appointment follows planned succession of Andrew Kuritzkes
10/26/2021
Cresset Expands Presence
Birdt and MacLeod are based in Santa Barbara and will work with Cresset clients throughout the western United States.
10/25/2021
Michael Blomfield departs from Iress
Prior to Blomfield’s appointment last year, he was chief executive of Investment Trends, led the equities division at Commonwealth Bank, and was also Asia Pacific managing director for MF Global.
10/25/2021
StanChart Nets Ex-Safra Singapore CEO
Previously, he also worked for UBS Wealth Management, Deutsche Bank and Citi Private Bank
10/25/2021
DBS Appoints Chief Risk Officer
In addition, Soh will also be accountable to the board risk management committee as well as join as a member of the group management committee and group executive committee.
10/25/2021
UBP Expands Sectoral Coverage in Asia
Ling was most recently a senior analyst with Bloomberg Intelligence covering the Asia internet sector and previously held senior roles at BNP Paribas and UBS.
10/25/2021
Fisch AM names former Axa IM manager as deputy on two funds
Group announces appointment amid senior changes within investment arm.
10/25/2021
Julius Baer Nabs Credit Suisse Veteran
Over the past 17 years, Hartmann has held different positions at Credit Suisse. In his last role he led the bank’s business with rich clients in Switzerland’s northwest region.