11/04/2020
Wealth manager appoints co-heads of ESG
One of the appointments was previously a portfolio manager at Vontobel, and the other was CIO at a private bank.
Executive Moves
11/04/2020
Vector Wealth adds three to team
Having operated within the financial services industry since 1998
11/03/2020
Temenos names Joaquin De Valenzuela Muley to lead digital banking growth with Temenos Infinity
Former Salesforce executive to lead Temenos’ SaaS digital banking business line and support customer success
11/03/2020
Credit Suisse Appoints New Market Group Head Philippines
To continue the growth of the Philippines market, Marcus Slöör has been appointed as market group head Philippines, in addition to his existing responsibility as market group head Thailand and Vietnam.
11/03/2020
Julius Baer Hires for Mexico Push
The Swiss private bank is poaching from UBS and Credit Suisse to reinforce its efforts with wealthy Mexican clients. The move follows Julius Baer's ditching several troubled markets in Latin America.
11/03/2020
Local solicitor dual qualifies as a financial adviser and joins Lancashire wealth firm
Nick came to us fully qualified and after a bedding in period, we are delighted to award him his Certified Person Status.
11/03/2020
Vontobel Asset Management strengthens its sub-advisory presence in North America
Craig holds a Bachelor of Arts in History from the College of Wooster in Ohio.
11/03/2020
Crispin Odey steps back as firm renames fund range
Odey is creating a new regulatory entity, called Brook Asset Management, and will rename an existing range as well some new mandates under the new branding.
11/02/2020
Quilter Investors announces new CEO
Subject to regulatory approval, Hambi is replacing current Chief Executive and Head of Investments Paul Simpson, who is retiring in 2021.
11/02/2020
Van Lanschot Kempen appoints Erwin Schoeters as Chairman of the Management Committee of Van Lanschot Belgium
Erwin will take over these responsibilities from Michel Buysschaert
11/02/2020
PB alts head exits and founds advisory firm
Lemoisson will be CEO of the firm, which will advise macro-thematic funds.
11/02/2020
Indosuez Switzerland names ex-DB managing director as global trends head
He is also now head of ESG advisory, the firm announced on Monday.
11/02/2020
JOHCM launches impact fund for Hermes hires
The Oeic fund is being launched in collaboration with ethical investment research firm Regan.
11/02/2020
Deutsche raids UBS again for UHNW adviser role
Alexis Pateras is the third person to make the switch to Deutsche Bank this year.
11/02/2020
Taylor Wessing announces five UK appointments to partnership for 2020
The firm has promoted lawyers with significant expertise in their specialisms and well-established relationships with clients in the Technology, Life Sciences, Financial Services and Private Wealth sectors.
11/02/2020
Ex-Brewin COO takes top Standard Chartered Private Bank role
Steve Atkinson, currently Regional Head, Private Banking West, is stepping down from his role and will be leaving after three decades with Standard Chartered.
10/30/2020
Brewin Dolphin hires Hargreaves veteran for Bristol office
Jonathan May joins the business having spent over 17 years at Hargreaves Lansdown.
10/30/2020
Zug IAM’s Denmark subsidiary CEO to leave
Torben Degn said that he is looking for a new role in the industry.
10/30/2020
Cantonal bank reorganises amid executive reshuffle
This includes Christian Donzé, the current head of the finance and credit arm, who has become deputy CEO.
10/30/2020
Two New Members from Spain Join the SIX Board of Directors
They will replace Stefan Helfenstein and Shannon Klinger in November and their term will last until 2023.