Julius Baer International creates new senior role for UNHWIs and hires three managers
Stefano Lupi joins from Pictet as head of cross assets markets UK
Executive Moves
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Investec Names Michael Miller As Head Of Private Credit Management In Direct Lending Expansion
Miller will play a crucial role in setting up the team
BNY Mellon Hires Senior Nomura Executive
He will be responsible for leading BNY Mellon’s Japan business and join the Asia Pacific leadership council as a member.
Rob Kaplan Rejoins Goldman Sachs as Vice Chairman and Member of the Management Committee
In addition, Rob will focus on mentoring, leadership development, and the firm’s culture, working with our people across all levels and around the world to help further develop and advance their careers.
Rothschild & Co appoints UK Head of HNW Wealth Management
In this newly created role, she will focus on further developing services to support the needs of HNW clients, particularly those who are still building their wealth.
Luca Derlin named head of international markets at Quintet Luxembourg
Quintet Luxembourg has announced the appointment of Luca Derlin as head of international markets and member of the Luxembourg management committee.
Vontobel unit head joins Top 50 IAM as partner
Marcuard Heritage said his entry into the shareholder structure will make the company’s expansion more stable.
Schroder Investment Solutions CIO Alex Funk exits for PortfolioMetrix
Funk will join PortfolioMetrix as head of investments in August, replacing Nic Spicer who is leaving to pursue a degree at Imperial College.
Jack Siu Joins Lombard Odier as Head of Discretionary Portfolio Management for Asia
Lombard Odier confirmed the appointment through a spokesperson.
Julius Baer Expands Asia-Focused Switzerland Team with New Senior Hire
This strategy primarily addresses the diversification needs of clients’ booking centers, especially amid rising geopolitical tensions.
Santander Hires Private Bankers to Target Wealthy Clients in Miami, Mexico
Most hires have been at Santander’s Miami and Mexico units.