Omnis hires Riverstone Top 30 wealth manager
Tom Rosser join Omnis Investments as senior investment analyst after just over a year with Riverstone.
Executive Moves
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TradeXBank AG appoints new General Counsel
He will join the Executive Board, subject to regulatory approval, and report to CEO Camille Sednaoui.
Evelyn hires ex-Newcastle Falcons rugby star Alex Tait
Tait joins Evelyn’s Newcastle financial planning team two years after retiring from professional rugby.
Justin Blower exits Schroders PW for new life in North Carolina
The planning director said he's taken the 'bold' move to relocate to North Carolina and look for jobs in US wealth after two years with SPW.
HSBC Appoints Private Banking COO for Asia
Previously, he also held other private banking roles at HSBC in Europe and Asia.
Zurich AM consultancy recruits ex-Amundi sales stalwart
The Good Guys Company has recruited Jussi Louekoski to support clients with private markets fundraising.
Promotions at Obwaldner Kantonalbank
The management and all employees warmly congratulate the promoted employees
Apollo boosts Korea coverage with GSAM, iCapital hires
The $785bn asset manager has bolstered its coverage for institutional and wealth clients in South Korea.
7IM Private Client expands financial planning team with two Associate Director in Scotland
At 7IM, he will manage a portfolio of high-net-worth clients—including individuals, families, and businesses—delivering tailored financial and wealth management advice to help them achieve their long-term goals.
Edmond de Rothschild names new Middle East CEO
The new CEO replaced the interim CEO, Laith Al Kurdi, who will be staying with the business as a Dubai-based private banker.
Blackstone poaches JPM private bank's multi-asset head
Monica Issar, a 30-year veteran at JPM, has joined Blackstone as head of total portfolio management in the firm's multi-asset business.
UBS Pulls Florida Market Manager From Bank of America Private Bank
Heiss, a 37-year industry veteran with brokerage roots, will report to UBS’s Florida market head Lane Strumlauf, who moved into the role in July 2024.