Leonteq announces appointment of new Chief Financial Officer
He is succeeding Marco Amato, who will step down at end-August 2023, as previously announced.
Executive Moves
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Dan Olley to take over as the new CEO of Hargreaves Lansdown on 7 August.
He will remain in the role until November 2023 to support a smooth transfer of power.
Peregrine Wealth appoints James Cook as Fund Operations Manager
In his new role, James will be responsible for the day-to-day operational management of Peregrine Wealth’s 15 Guernsey-domiciled investment funds.
UBS Global Wealth Management announces team refresh
In Asia, Jin Yee Young is joining the firm after just six months at Deutsche Bank.
CS Wealth Vets Lead Southeast Asia in New UBS
Yesterday, UBS announced leadership changes in its global wealth management (GWM) business as part of the ongoing integration with Credit Suisse.
Fidelity International Names Head of Middle East and Africa
Based in Dubai, he reports to Rajeev Mittal, managing director, Asia Pacific ex-Japan.
UBS recruits $1bn LatAm team from HSBC Private Bank in Miami
The trio of advisors are joining the Swiss firm's international branch led by Jesus Valencia.
Consultancy run by ex-Tilney S&W and Sanlam COOs makes key hire
Former Sionic managing partner Gilly Green has joined new wealth consultancy Solve as a business adviser.
LOIM appoints forestry expert as chief nature officer
Lombard Odier Investment Managers has recruited Marc Palahi, a former director of the European Forest Institute.
Julius Baer Nets Ex-UBS Indonesia Banker
Julius Baer appoints Stacy Wong as team head, Southeast Asia, according to an internal memo seen by finews.asia, effective immediately.
Bank of Greene County brings on new hire to start private banking business
The private bank is designed to provide personalized, 24/7 concierge-level banking services
Replacements announced on Odey funds after weekend ousting
Freddie Neave, James Hanbury and Oliver Kelton will take over Crispin Odey’s funds, while the remaining partners plan a rebrand of the firm.