03/15/2021
Circular economy PM leaves RobecoSAM for Credit Suisse
Fund manager handed reigns for environmental strategy at Swiss group.
Executive Moves
03/15/2021
Senior wealth appointments take responsibility for HSBC in Europe and islands
The appointments mark a significant growth period for HSBC in the islands, particularly in respect of the Jersey office becoming the Bank’s new global wealth hub.
03/15/2021
Ashurst Luxembourg continues strong growth with investment funds hire
Arnaud's appointment demonstrates our continued commitment to the growth of our practice here in Luxembourg.
03/15/2021
Morrissey quits St James’s Place board after a year to chair AJ Bell
Helena Morrissey is leaving St James’s Place (SJP) after just 14 months on the advice giant’s board.
03/12/2021
Rockefeller Hires $4.6-Mln Morgan Stanley Private Wealth Team in Los Angeles
They moved along with portfolio manager Ben Helvey.
03/12/2021
$1.1 billion Financial Advisor team joins UBS in Houston, Texas
Together, they represent a high-quality team focused on creating the best possible client experience and outcome for the families they serve.
03/11/2021
Jens Weidmann re-elected as Chair of the BIS Board of Directors
The Board is responsible for determining the strategic and policy direction of the BIS
03/11/2021
Mirabaud names new co-head of convertible bonds
Swiss group announces internal promotions within fixed income department.
03/11/2021
Brewin Dolphin hires S&W director for 1762 arm
Jenny Quan will join the 1762 team, serving ultra-high-net-worth clients as an investment manager.
03/11/2021
Greaves West & Ayre Makes Senior Appointment Following Centenary Celebration
He will be looking to bring his considerable experience to bear as the wealth division seeks to build out its thriving investment proposition.
03/11/2021
Boston Private Loses Two Advisors
Jeffrey Kaufman and John Tassone leave two months after SVB Financial agreed to buy Boston Private for $900 million.
03/10/2021
Orion's Chief Marketing Officer Departs Firm
After nearly four years at the firm, Kelly Waltrich is leaving Orion and hinting at her own entrepreneurial endeavors.
03/10/2021
Quilter appoints independent non-executive director
Tazim is a graduate of Durham university
03/09/2021
James Hambro & Partners taps Aberdeen again for Leeds wealth hire
He will join the office launched one year ago as the business continues its northern expansion.
03/09/2021
Stonehage Fleming Announces Series of New Appointments in Jersey
The new appointments join an office of over 100 people
03/09/2021
BNP Paribas Wealth Management strengthens its position in the Entrepreneurs and Families segment in the Netherlands
These new appointments are part of our business development plan to serve European Entrepreneurs by supporting their international growth and meeting their needs for financing or investment.
03/08/2021
Withers appoints Joel Shen as Partner as part of Withers tech Asia expansion
Joel’s promotion is a testament to the fast-growing technology investments between Indonesia, Singapore and the broader Southeast Asia region and the growth of our practice in Asia.”
03/08/2021
Contemi Solutions Appoints Executive Board
The Executive Board is an important step in developing Contemi into a leader in IT solutions for financial services companies in Asia/APAC and Europe.
03/08/2021
Cantonal bank appoints Pfäffikon head
Celine Oberson will start on her new role on 1 April
03/08/2021
Cantonal bank appoints Pfäffikon head
Celine Oberson will start on her new role on 1 April