Julius Baer Scores a Talent Coup
He started his new role as Head of the Core Banking Program at the Zurich-based institution on Monday.
Executive Moves
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Zurich Wealth Manager Recruits Former UBS Executive
Fluri brings over 25 years of experience in the financial industry, specializing in Ultra High Net Worth (UHNW), family office, and institutional clients.
Basel-based private bank Baumann expands its circle of partners
He has been heading the Zurich branch since June 2023 and is a member of the operational management team.
Wren Sterling chair Darby stepped down at the end of 2024
Wren Sterling said Darby had “helped steer the business to deliver strong performance and client outcomes.”
BOS names market group head and hires discretionary trio
Bank of Singapore adds three to its discretionary team and its five new market group heads take on their new roles.
Muzinich strengthens wealth team with BlackRock hire
Pam Hsieh joins as director of marketing and client relations.
Steven Woolley steps away from Ninety One portfolio management
Woolley to continue on with firm as head of research for value team
Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology
The definitive agreement was announced December 19, 2024, and further transaction details will not be disclosed.
JTC Appoints Independent Non-Executive Director
Dawn Marriott brings a blend of expertise in business growth, operations, and governance.
Michael Bishop joins Hawksmoor as Managing Director
He then moved to WH Ireland plc, an AIM-listed business offering broking and wealth management services, where he was Head of Wealth Management.
Former teacher amongst promotions announced by Saffery Trust
The news marks the sixth promotion for Simon since joining Saffery Trust in an entry-level position 10 years ago.
Sarah Soar to depart Hawksmoor parent company
Michael Bishop to become managing director of investment management