JTC Promotes Mark Fleming to Jersey Private Client Head
He is a Fellow of the Institute of Chartered Accountants in England and Wales and a member of the Society of Trust and Estate Practitioners.
Executive Moves
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Value Partners Group promotes Thomas Legendre to Associate Director, EMEA Business
In his new role, Thomas will continue supporting the team in London while also helping the Group to expand its distribution capabilities, notably across Switzerland.
SGKB hunts for new boss for 10-person private banking team
The Zurich-based role will help expand the bank’s business with wealthy international clients.
Merrill Signs JPMorgan Private Banker Managing Nearly $9 Billion in Los Angeles
The move does not appear to reflect a change in recruiting strategy at Merrill
Sedulo Wealth recruits Leeds financial adviser
Sedulo Wealth has also announced that its funds under management (FUM) have broken the £270m barrier.
Shaw and Partners lifts advisers from Morgan Stanley’s wealth unit
Street Talk understands Shaws has signed on three more MSWM advisers.
Barings builds out local team
Baird joins from Income Asset Management Group, where he led its asset management business.
Evelyn Partners strengthens East Anglia team with experienced investment manager appointment
Prior to joining Evelyn Partners, Daniel spent 22 years as an Investment Manager at Quilter Cheviot.
TKB’s international private banking chief vacates role
The bank has been looking for somebody to replace Andreas Scherf in the role after he moved to a senior business development position within the company.
Lombard Odier Investment Managers names head of France
She replaces Frédéric Cruzel, who has retired after 12 years at the firm.
Unlimited liability partner steps down from Zurich private bank after accident
André Bodmer, who has been an unlimited liability partner at Rahn+Bodmer since 1995, will retain a financial interest in the private bank.