Schroders appoints Firetrail's Doyle for investment director role
Doyle will report to Ray Macken, Schroders’ head of client group for Australia and New Zealand.
Executive Moves
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Singaporean Investment Boutique Appoints Swiss-Based DACH Head
Effective immediately, Fabian Huber will take on the role of DACH head at White Oak Capital Management (Switzerland)
J.P. Morgan Asset Management Names Japan CEO
In the role, she will be responsible for driving the strategic direction and accelerating the growth momentum of the Japan business
Close Brothers Broker Solutions appoints new Head of Operations
Rachel is well known and respected in the sector, having spent the last two decades leading back-office Operations teams for Allica Bank, Santander and Lombard.
PKB domestic banking head retires as bank streamlines exec board
Newly retired Lorenzo Tavola and HR head Monica Malnati have come off the executive board as part of the bank’s ‘lean and responsive’ organisational strategy.
The Board of Directors has a new President: Attorney Michela Ferrari-Testa
The appointment is subject to the approval of the Swiss Financial Market Supervisory Authority (FINMA).
City National Bank Shuffles Leadership: JaHan Wang, Abel Montañez Take Over Entertainment and Private Wealth Management as CEO Kelly Coffey Exits
Both Wang and Montañez are part of City National’s senior management team.
Wealth Management hires Ortolani as senior reporter
He is focused on deals, moves and trends in the registered investment advisor space.
LGT Wealth Management welcomes new Partners amid continued growth
This announcement demonstrates the significant contributions of both LGT Wealth Management’s long-standing colleagues as well as eight senior Investment Managers who joined the firm through the 2023 abrdn acquisition.
J.P. Morgan Private Bank Expands Morgan Private Advisory with Strategic New Hires
This strategic growth includes the addition of key hires, each bringing extensive experience that further enhances how the Private Bank guides clients through complex financial landscapes.
UBP names fund advisory and wealth estate planning heads in reshuffle
The Geneva-based private banking group makes wave of senior promotions.
Mirabaud appoints wealth management chief of staff
Elodie Lesueur is promoted internally to become Mirabaud's new chief of staff in wealth management.