10/03/2017
Tolomeo Capital appoints Director of Finance & Compliance
As a highly qualified professional she brings considerable expertise to Tolomeo Capital and perfectly fits in our team complementing its existing skill sets
Executive Moves
10/03/2017
Unigestion appoints head of portfolio construction
Based in Geneva, Déruaz will lead the firm’s equity portfolio construction reporting to Unigestion’s head of equities, Alexei Jourovski
10/03/2017
Sasfin Wealth appoints new CEO
Erol Zeki appointed CEO of Sasfin Wealth
10/03/2017
Walker Crips reshuffles management team
Martin and Eastwood were previously directors and will now assume new responsibilities from interim head of York operations Nigel Skelton
10/02/2017
Katy Knox replacing Keith Banks as U.S. Trust president
Banks and Knox will work together on the leadership transition through the end of the year.
10/02/2017
AIM-listed IFA appoints ex-Coutts head as exec chair
He has previously been managing director of Helvetia Wealth and a director at Barclays Wealth.
10/02/2017
JPMorgan appoints Vis Raghavan as EMEA CEO
Who has held a number of roles at JPMorgan since joining the bank in 2000 from Lehman Brothers.
10/02/2017
JP Morgan Private Bank hires Edmond de Rothschild MD
He was head of investment advisory in London for Barclays.
10/02/2017
Private Client and Funds business appoints new Global private client Head
Meet the needs of private and corporate clients seeking high quality, regulated trust services in one of Asia’s premier financial centres.
10/02/2017
HSBC awaiting approval for new CEO appointment
Gulliver has set out his intention to retire at the end of 2018
10/02/2017
Fledgling private office hires Lord North Street director
He held the same role at Sandaire before leaving it for Wren.
10/02/2017
Schroders appoints CEO of Schroder Adveq
Prior to that Reto was a partner and member of the executive board at Partners Group.
10/02/2017
Geneva wealth manager CIO exits for fintech firm
In Switzerland most banks are already providing data via APIs.
09/29/2017
Charles Stanley hires ex-Standard Life Asia boss as non-exec
She is also a member of Aviva’s independent governance committee and chair of the oversight board at Woodford Investment Management.
09/29/2017
BNY Mellon Wealth Management Appoints New Regional President in Newport Beach Office
She earned a master of business administration from Pepperdine University.
09/29/2017
Massachusetts’ XS Brokers Hires Buccinna to New York Office
He managed all aspects of marketing and distribution of the Westchester wholesale exclusive products in the Boston region.
09/28/2017
Standard Chartered has just hired a senior banker from DBS
Prior to DBS Shetty was at ANZ in Singapore for three years as an NRI team head
09/28/2017
Unigestion further strengthens its presence in the UK
He brings a wealth of asset management experience to the Unigestion team, having been in the industry for over 22 years in both direct investment and sales roles.
09/28/2017
Head of distribution exits listed platform
Prior to joining HUB24, Gillett was head of strategy and business development at FuturePlus Financial Services.
09/28/2017
St Gallen bank hires Credit Suisse banker amid restructure
Who was previously head of Zürichsee region at Bank Linth.