Experienced private banker quits Lombard Odier for Cité Gestion
Caroline Jehan, who spent 12 years at Lombard Odier, has taken a senior private banker role at Cité Gestion’s Geneva office.
Executive Moves
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Edinburgh and New York CEOs Andrew Ward and Charles Ferraz join the Group of Boutique Asset Managers.
Ward and Ferraz have joined to add their experience into the mix across the network and increase the presence of both the Group and its constituents across the investment industry.
Platinum appoints new CEO
In an ASX announcement, the fund manager said it has now appointed Jeff Peters from the US to step into his role.
Sarasin & Partners expands MPS and private markets teams
Sarasin & Partners said the appointments align with its strategy to leverage global trends such as digitalisation, automation and climate change in its investment approach.
Mirabaud appoints UK portfolio management head
Jonathan Unwin joins the business after seven years at Luxembourg-based private bank Banque Havilland.
Credit Suisse banker takes investment MD post at boutique
Two former senior wealth managers at Credit Suisse have moved to Principal Asset Management, with one taking a top role at its specialist boutique Spectrum Asset Management.
Property boutique Helvetica’s CEO to step down after 17 years
Hans Holdener will take on a business development role after the handover.
New Head of Compliance role at Praxis Malta
She holds the International Compliance Association diploma in Anti Money Laundering, specialist-level certification from the Association of Certified Anti Money Laundering Specialists
IQ-EQ names new Chief Commercial Officer for the Americas
David’s promotion to CCO, Americas will see him join IQ-EQ’s U.S. senior leadership team, where he will work closely with the wider team continuing to build on the firm’s solid growth in the U.S. and implementing further strategic growth
Maybank appoints wealth management head Alvin Lee as Singapore CEO
As a member of the group executive committee, he will report to Maybank’s president and group CEO Khairussaleh Ramli.
Itumeleng Merafe takes reins at Investec Private Bank
Investec sales chief Itumeleng Merafe will take over as CEO of Investec Private Bank from next year, taking over from Cumesh Moodliar.
Indosuez hires global head of external asset management
He holds master's degrees in finance and business law and tax from the University of Bordeaux.