12/03/2020
AM cancels CEO appointment and hires replacement
The former CEO is becoming CFO on a three-year term.
Executive Moves
12/02/2020
Partner with unlimited liability leaves Privatbank
He was a member of the Geneva private bank for a total of 36 years.
12/02/2020
Northern Trust Hires Head of Fiduciary for Global Family Office and Private Investment Office Group
He will also work directly with clients and their advisors to develop a consultative relationship and gather information related to their financial circumstances and goals.
12/02/2020
New UK Chief Executive Officer for Wealth Management Business and appointment to UK subsidiaries
David has over 30 years' experience in financial services with Lloyds Banking Group where he has held numerous senior leadership roles in distribution and functional areas across its Retail, Commercial and Insurance divisions.
12/02/2020
Stonehage Fleming appoints director in Jersey family office team
Stewart led a team of bankers and was part of the senior management team responsible for a cGBP4 billion loan book, and new business origination.
12/02/2020
JPMorgan bolsters advisor talent in New York, Houston
She will report directly to J.P. Morgan Advisors CEO Chris Harvey.
12/02/2020
Vontobel AM head steps down amid reshuffle
In a statement the firm said this is part of its efforts to become increasingly client centric.
12/02/2020
PB's ex-chairman steps down as unlimited liability partner
‘I will keep in touch with some of you and develop activities on various foundation boards,' he said.
12/02/2020
Geneva PB unlimited partner steps down
The change to Michel Juvet’s role will become effective at the end of 2020, Le Temps first reported.
12/01/2020
Lloyds boss to become next chairman at Credit Suisse
Appointment of outgoing Lloyds chief executive comes as bank reveals $680m US fine
12/01/2020
Credit Suisse picks outgoing Lloyds Bank CEO as chairman to replace Urs Rohner
Horta-Osorio revived Lloyds in the aftermath of its 2008 government rescue during the financial crisis, with the bank returning to private ownership in 2017.
12/01/2020
M&G names head of stewardship and sustainability
Rob Marshall has led the firm's credit research team and more recently the global research equity and credit team since 2017.
12/01/2020
STEP elects Nancy Golding QC as worldwide Chair
Nancy has practiced law in Calgary, Canada, for over 35 years.
12/01/2020
Credit Suisse proposes banking veteran as new chairman
He will succeed Urs Rohner, who will be stepping down after reaching the statutory term of 12 years on the board of directors.
12/01/2020
Alan Booth appointed Global Head of Capital Markets
Alan understands the commercial imperatives that underpin all capital market transactions
11/30/2020
Lloyds appoints HSBC wealth boss as CEO
HSBC global CEO of wealth and personal banking, Charlie Nunn, replaces António Horta-Osório as Lloyds boss.
11/30/2020
Saunderson House Appoints Financial Planning Director
Lee is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
11/30/2020
Breaking: Syz global equities head joins boutique
He will manage the Decalia Silver Generation fund.
11/30/2020
New Raymond James branch opens at Ropemaker Place, London
The new branch will provide a discretionary investment management service to clients across the UK, from private individuals to charities.
11/26/2020
Fabrice Welsch to be new head of BCV’s Asset Management & Trading Division
He will replace Stefan Bichsel, who will retire on 31 December 2020.