IDB Bank names Sagy Aseraf as President of Private Banking & Wealth Management
Aseraf to Lead IDB’s Private Banking and Wealth Management Business Expansion in the U.S., Latin America and Israel.
Executive Moves
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Vontobel hires senior bond fund manager from UBS
Harald Kloos has joined Vontobel as a senior portfolio manager for the global and Swiss bond team.
EFG shuts office as two more join JM Finn Cheltenham
Richard Cleary and Ian Posgate join former colleagues to build out JM Finn's burgeoning Cheltenham office.
Rothschild & Co strengthens UK Regional Wealth Management business with appointment of Director to lead Midlands office
In addition to the wider professional community, Rothschild & Co Wealth Management works closely with its Global Advisory business, established in Birmingham for more than 20 years.
Cazenove’s Scotland head promoted to head of UK regions
Bob Hair has been promoted to head of regions following the departure of Karan Sejpal to Benchmark.
Schroders Australia leadership update: Simon Doyle to retire, Alison Telfer appointed CEO
Simon feels that it is the right time to step back from a full-time executive role and consider other ways in which to contribute to the industry, as well as spending more time with his family and two grandchildren.
Citi strengthens wealth management team with seasoned bankers in Toronto, Vancouver
New hires bring decades of experience in private banking, investment strategy, and client advisory
Brown Shipley appoints Melissa Buray as Birmingham-based Client Advisor
She will work closely with the Birmingham team and colleagues across Brown Shipley
Thomas Cahill Joins Keebeck Wealth Management’s Advisory Board
He serves as a director at several Newpath portfolio companies and has advised on science and policy issues at the national level.
KKR expands ME wealth push with new senior hire in Dubai
The firm is building a diversified regional team spanning investment, capital raising and client coverage.
EFG International: Former Journalist Becomes Media Chief
In this function, he reports to Katrin Schaad, Head of Public Relations & Stakeholder Communications.
Fortem builds out investment capability as it looks to scale platform
Andrew Warwick appointed Senior Portfolio Manager