UBP appoints wealth co-head in Lugano
Ex-J Safra Sarasin adviser Waldo Alvarez-Santullano and ex-UBS relationship manager Daniel Sacerdoti have both joined UBP as senior relationship managers.
Executive Moves
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St. James’s Place appoints Helen Beck as non-executive director
Beck brings over 30 years of business leadership and consultancy experience in the financial sector.
Equiom appoints Tom Illing as Senior Manager – Client Services, Jersey
Tom joins the business with over 19 years’ experience in global financial services and fiduciary businesses.
Saranac Partners hires Catherine Burr from Umbra
Burr joins the private office as a client adviser.
Hugo Bänziger named chair of Quintet’s board of directors
He succeeds Rory Tapner, who held the position from 2020 to the end of 2024.
Ruffer funds head exits in restructure
Luka Gakic will step down in July as part of the restructure the firm is undergoing.
Clément Chenneveau Joins Altium Wealth Architecture to Enhance Strategic Advisory Services for UHNW Families and Entrepreneurs in Quebec
This strategic addition underscores Altium's commitment to delivering bespoke wealth management solutions to ultra-high-net-worth families, entrepreneurs, and sophisticated investors.
Group CEO of the LLB Group takes on new professional challenge
Gabriel Brenna has informed the Board of Directors of Liechtensteinische Landesbank AG (LLB) of his decision to pursue a new professional challenge.
VG launches Capital Markets offering
VG launches Capital Markets offering with senior appointment and London presence
Two promotions at Julius Baer
Mr Trabold is taking on a new challenge as an Executive Director at Julius Baer, while remaining a Relationship Manager in the bank’s intermediaries team.
Robeco Appoints Singapore Country Head
Previously, she held senior roles at Loomis Sayles & Co, Aberdeen Asset Management, Deutsche Asset Management and Threadneedle Asset Management.
LLB CEO to join Raiffeisen
After a near 15 year tenure with LLB, Gabriel Brenna has decided to pursue new a career as CEO at Raiffeisen Switzerland.