08/15/2024
Neuberger Berman Appoints Simon Cheung to Spearhead Coverage of Single Family Office in Hong Kong and Southeast Asia
Simon reports to Greg Wu, Head of Institutional Client Group for Southeast Asia, Hong Kong, and Taiwan.
Executive Moves
08/15/2024
Reto Calonder to become Head of the St. Gallen branch and the Eastern Switzerland region of Julius Baer
Bank Julius Baer announces the appointment of Reto Calonder as Head of its St. Gallen branch and the Eastern Switzerland region. He will join the Bank on 1 December 2024.
08/14/2024
Davis Polk Continues Asset Management Investment with Addition of Partners Andrew Ahern, Alisa Waxman and Luke Eldridge in New York
Andrew Ahern, Alisa Waxman and Luke Eldridge will join Davis Polk as partners in the Investment Management practice in New York.
08/14/2024
JTC Bolsters Private Office Team with Jersey Head Appointment
A qualified lawyer, Kellyann has almost two decades of experience
08/14/2024
Nedbank Private Wealth Welcomes Philip Legrand to its Jersey team
Philip joins Nedbank Private Wealth with 14 years’ experience in private banking and wealth planning.
08/14/2024
Lighthouse Canton Strengthens Global Leadership, Bringing On Board Three Senior Industry Executives, Signalling Bold Growth Strategy
They will join the firm in the next couple of months post any relevant regulatory approvals, bringing with them a wealth of experience from the world's leading financial institutions.
08/14/2024
Standard Chartered PLC announces update to Group Management Team
We need to constantly adapt our strategy to ensure that we remain relevant and can profitably satisfy the needs of our clients
08/14/2024
Pictet WM’s sustainability chief exits to advise family offices and startups
Rosa Sangiorgio will focus on her advisory company RSG Impact Investing after her departure.
08/14/2024
Julius Baer Guernsey expands UK Intermediaries team with senior hires
James also brings over 20 years of experience in Guernsey’s financial services industry
08/13/2024
ABN AMRO convenes extraordinary general meeting to introduce new CRO
The materials, including the agenda and explanatory notes, are available on the ABN AMRO corporate website.
08/13/2024
Shake-up at Edmond de Rothschild
Simultaneously, he was tasked with developing various products and services for the bank's clients.
08/13/2024
BNP Paribas AM Hires Hong Kong Head of Insti Sales
He has over 20 years of experience
08/13/2024
UK equity manager exits Columbia Threadneedle after three decades
Jonathan Barber’s departure represents further turnover in the team.
08/13/2024
Tatton investment specialist head exits after seven years
Tatton says that it is in the 'final stages' of appointing a successor to Chris Robinson.
08/13/2024
Private bank managing director returns to ex-employer after six months
Christian Rohr rejoined Assurinvest to manage mandates in July.
08/12/2024
Marcel TenBerge tapped to lead RBC Wealth Management’s Southern California Complex
He most recently served as the Pasadena Central Valley Market Executive for Merrill Lynch.
08/12/2024
BofA Private Bank Hires Citi’s Palacio in South Florida Push
In this new role, he will focus on growing the firm’s ultra-high-net-worth and family office business development.
08/12/2024
BEA Names Regional Head of Private Banking
Previously, he held other product and portfolio management-related roles at BMO Private Banking, EFG, BNP Paribas, HSBC and UBS.
08/12/2024
Microsoft Switzerland Appoints SE&O Lead
Ann Jameson will lead Microsoft Switzerland’s Sales Enablement & Operations (SE&O) business, bringing over 25 years of experience across sales, finance, and operations.
08/12/2024
ZKB rehires J Safra Sarasin manager to launch Healthy Longevity fund
J Safra Sarasin recruits A-rated portfolio manager Simone Poma as Chi-Tran Brändli switches to ZKB.