Executive Moves Archives - Page 467 of 924

Credit Suisse's Australia Bankers Joins Boutique Advisor

May 16, 2023

In the midst of an ongoing integration with UBS, Credit Suisse’s Australian metals and mining team is reportedly joining a local boutique advisory firm. Credit Suisse’s Australian metals and mining team will leave to join advisory firm Gresham, according to an «Australian Financial Review» report. The departing bankers include managing director Adam Reid, […]

Executive Moves

Evelyn Partners expands West Midlands presence with hiring of new financial planner at Birmingham office

May 16, 2023

Evelyn Partners is building its presence in the West Midlands with the appointment of a new financial planner to its Birmingham office. Nick Hathaway is a Chartered Financial Planner and joins from Jerroms Financial Planning, where he has worked since 2018 and where retirement planning and NHS pension work with senior clinicians were areas […]

Executive Moves

Citi appoints Sharad Mohan as Singapore's head of international personal bank

May 16, 2023

Citi has appointed Sharad Mohan as its head of international personal bank, Singapore, the banking group said on Tuesday. Mohan, who was most recently head of retail banking for Citi India, will be responsible for the strategic direction and performance of Citi's offshore wealth management business serving affluent and high-net worth individuals primarily domiciled […]

Executive Moves

Private Wealth Advisor Ting O’Connor Joins UBS in San Jose, CA

May 16, 2023

UBS Private Wealth Management has announced that O’Connor & Associates, led by Private Wealth Advisor Ting O’Connor, has joined the firm in San Jose, CA. The team also includes Senior Wealth Strategy Associate Jenny Brummer and Client Service Associate Erica Soriano. Ting, Jenny and Erica join the UBS San Francisco Private Wealth Management Market, […]

Executive Moves

Private banker leaves Lombard Odier to join Santander

May 16, 2023

Steve Howarth has left Lombard Odier in Geneva to join Santander. Howarth is a senior private banker with a focus on the UK but also experience with European and Middle Eastern clients, according to his Linkedin page. He confirmed that he will be starting at Santander on 1 June but declined to give […]

Executive Moves

Geneva family office adds Arab Bank veteran to advisory board

May 16, 2023

NewOak, a Geneva-based multi-family office, has appointed Jean Kamitsis to its advisory board. Kamitsis is a recently retired banker with 43 years’ experience in wealth management as well as in commercial and private banking. His latest role was at Arab Bank in Switzerland, where he worked as a senior relationship manager until December […]

Executive Moves

Geneva LatAm private banker departs Credit Suisse

May 16, 2023

Another Credit Suisse private banker from the bank’s Switzerland-based Latin America desk has left the firm. Gustavo Ramos Baron departed after having served with Credit Suisse in Geneva for three years where he catered mostly to ultra-high- and high-net-worth offshore Brazilian clients, according to sources familiar with his exit. He could not be […]

Executive Moves

BNP Paribas Appoints Asia Wealth COO

May 15, 2023

In the role, Kermaidic will be responsible for operations, client life cycle management, finance and performance management as well as IT support and projects.