Executive Moves

9236 articles found

Executive Moves

Julius Baer creates key UK role in quadruple raid on wealth rivals

May 10, 2024

Stefano Lupi has left to Pictet to take a new post at Julius Baer International, focusing on bringing new products to its UK ultra-high-net-worth clients.

Executive Moves

Edmond de Rothschild appoints deputy head of economic research

May 10, 2024

The Geneva-based economist has worked for the private banking group since 2020.

Executive Moves

JP Morgan Private Bank hires HSBC veteran for regional push

May 10, 2024

Anthony Gifford joins after 21 years with HSBC Private Bank to oversee JP Morgan’s Midlands base and follows several high-profile regional hires in recent months.

Executive Moves

Hightower CMO Meghan McCartan Leaves

May 10, 2024

McCartan, who became CMO at Hightower in July 2022, shared the “bittersweet update” that she had departed the firm, saying she was unsure but excited about her next opportunity.

Executive Moves

HSBC GPB hires investment banker in UHNW team

May 9, 2024

Colvin Lok has been appointed managing director in HSBC Global Private Bank's ultra-high-net-worth team, based in Hong Kong.

Executive Moves

Integrated Partners Promotes Andree Mohr to President

May 9, 2024

The move will allow CEO and founder Paul Saganey to focus on coaching the firm’s advisors working with higher-net-worth clients.

Executive Moves

Former Citi banker moves to Morgan Stanley PWM

May 9, 2024

A former banker who covered the ultra-high-net-worth segment at Citi Private Bank has moved to Morgan Stanley's Greater China team.

Executive Moves

CEO of VP Bank Group resigns

May 9, 2024

Paul Arni will continue to be available as a consultant during this transition phase.

Executive Moves

$500m Morgan Stanley int’l advisor moves to indie shop Activest

May 9, 2024

Eduardo Brender caters to clients in the US, Mexico and Venezuela and been with the wirehouse for almost a decade.

Executive Moves

Arbuthnot Latham appoints Amit Modha as Director

May 8, 2024

His expertise lies in crafting bespoke investment solutions, as well as structuring intricate UK real estate lending and asset-backed lending.

Executive Moves

Zurich independent asset manager expands partnership

May 8, 2024

Christian Fäh joined Privus in 2022 and was promoted to partner last month.

Executive Moves

Oppenheimer Expands Its Investment Banking Capabilities with the Hires of Dmitry Gladkov and Konstantin Derkatschew

May 8, 2024

Highly experienced, London-based bankers to lead firm's newly established Capital Markets Group focused on Emerging Markets.

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