Indosuez strengthens its team in Spain with the appointment of Raúl Sánchez
Indosuez Wealth Management strengthens its team in Spain with the appointment of Raúl Sánchez as Head of Special Transactions
Executive Moves
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Jupiter Adds Sales Director in Hong Kong
Previously, he also worked at HSBC and Citibank.
The Openwork Partnership hires SJP director
At SJP, she led the firm’s development programmes to support new professionals, and is a qualified adviser herself.
Markus Pfister to succeed Felix Lenhard as COO of Vontobel
The appointment of Markus Pfister means that a proven banking expert with deep knowledge of Vontobel’s business and clients is taking on this key role.
Industry insider Marco Fiorini takes on CEO role
Previously, he was responsible for institutional clients at the gold trading company Philoro Switzerland.
Evelyn Partners continues growth of Birmingham team with Financial Planner appointment
Callum has worked in the financial planning profession since 2017 and most recently was a Personal Wealth Adviser at Schroders Personal Wealth.
Alternative risk premia team exits GAM
The departures come after GAM closed its Alternative Risk Premia fund earlier in the year.
UBS Global Wealth Management adds to Manchester team
He will provide financial advice tailored to each client that covers a variety of areas including tax allowances and protection, retirement, and estate planning.
Senior Wealth Partner joins Integritas Wealth Partners growing team
The appointment demonstrates the ability of our growing firm to attract and retain talent, and the commitment we have to serve our clients and partners here in Jersey and beyond”.
Daniel Endres new Client Director at GAM Germany
He began his career in 2009 in fund sales at DNB Asset Management, most recently as Co-Head of International Sales.
Morgan Stanley int’l wealth boss Greg Gatesman exits
Elizabeth Dennis is taking over Gatesman's responsibilities, sources said.
Hargreaves Lansdown adds former Coutts chief to board
He will take up his seat from 1st August