03/30/2020
Dobson stepping down as Schroders chairman
End of an era as City grandee exits FTSE 100 investment group after two-decade reign
Executive Moves
03/30/2020
Quintet Switzerland CEO leaves after seven months at the firm
Kamber Borens had been with Quintet, which was previously known as KBL Luxembourg, since September 2019
03/30/2020
LOIM A-rated PM leaves and is replaced by AA-rated Robeco equity manager
Damian Burkhardt and Fabian Wiederin have been promoted from senior analysts to co-PMs within LOIM’s Swiss equity franchise.
03/30/2020
Nucleus appoints chief risk officer
He will be responsible for regulatory analysis and monitoring as well as overseeing compliance agreements.
03/30/2020
BNY Mellon Confirms new CEO
Prior to being named interim CEO in September, Mr. Gibbons served as Vice Chairman and CEO of Clearing, Markets and Client Management
03/29/2020
Ex-Kleinwort Hambros adviser takes senior role at multi-family office boutique
Experienced portfolio manager to take senior post in investment house specialising in ultra-high net worth investors.
03/27/2020
River and Mercantile appoints James Sym to launch European equity strategies
James will work closely with Hugh Sergeant and the broader equities team at R&M, which currently manages a range of strategies that specialise in UK, Global and Emerging Market equities.
03/27/2020
Wealth manager appoints new head of advice
Howell's appointment wraps up a month of significant change at ClearView.
03/27/2020
We’ve created a new Financing and Securities Services unit
It will also further enhance the synergy between Financial Markets and Transaction Banking within our Corporate, Commercial & Institutional Banking business, to ensure we are fully equipped, relevant, and best-placed to service our clients.”
03/27/2020
Citigroup’s head of South Asia Private Bank steps down
Jyrki Rauhio is leaving the firm at the end of March to pursue other opportunities
03/26/2020
Contemi Appoints Daniel Thafvelin to Lead its Nordic Growth
Today he is a strong technology services professional with over 10 years’ experience in the software and services industry, having held commercial and customer facing roles in companies like Software Innovation, Storebrand, Tieto and Cxense.
03/26/2020
HSBC Global Asset Management Names New Boss
His expanded role will see him lead the delivery of HSBC GAM’s strategic program, future strategy, M&A and corporate management activities, said a statement on Monday.
03/26/2020
Credit Suisse Veteran Exits
Amine left Credit Suisse's C-suite for its asset management arm, where he was to set up a private debt fund.
03/26/2020
Zurich WM poaches Credit Suisse and UBS veterans for Asia branch
We allow dedicated and veteran teams like Rachel and Urs to continue doing what they do best, acting in the best interest for clients with a truly independent approach.’
03/25/2020
Management change at Handelsbanken
Dan Lindwall, currently acting CFO, will return to his ordinary position as head of Handelsbanken Capital Markets on the same date.
03/25/2020
Veteran UBS Manager Meraz to Exit in L.A., Firm Hires Vegas Duo from Merrill
He previously served as Southwest regional manager overseeing 825 advisors in southern California, Hawaii, Arizona, New Mexico and Colorado, and for a time ran the Orange County complex.
03/25/2020
Tilney expands Edinburgh team with new financial planner
This is a hugely exciting time for our Edinburgh team as we continue a period of rapid growth
03/25/2020
ANZ announces expansion of Family Office Unit
A spokesperson for ANZ reportedly has said “They join the well-established family office team that has been operating within ANZ Private Bank for a number of years.”
03/25/2020
Credit Suisse Appoints New Zurich Head
It also becomes the bank's face to external stakeholders in the region.
03/25/2020
CS appoints new regional head for Zurich
She replaces Hans Baumgartner, who took over the management of the entrepreneurs and executives department on 1 March.