Vermeer hires Cazenove director to launch financial planning arm
Chris Hogarth joins the wealth manager to lead the development of a new financial planning business.
Executive Moves
9428 articles found
Brewin Dolphin (Ireland) Appointed Business Development Manager
The new intermediary proposition will provide investment management to British expatriates (expats) that need an EU domiciled investment manager.
Associated Bank welcomes Arnold Brown as private banking executive in Chicago
He has been in the Chicago market for 30 years where he has focused on the legal, accounting, engineering and healthcare industries.
UBS APAC Wealth Co-Head Returns to Switzerland
He is believed to be returning to Zurich to remain with the Swiss lender though it is unclear what his new role will be.
Vistra appoints Jonathan Ferrara as Managing Director, Channel Islands
Jonathan has over 30 years’ professional experience in private banking, wealth management and corporate services.
Deutsche Bank is Hiring Latam Bankers in Switzerland
Schuchard will report to Billy Obregon and lead the Latam team in Switzerland, responsible for both Geneva and the newly created Latam desk in Zurich.
William Blair Expands Private Wealth Teams in San Francisco, Denver
Laura Harrison Ward joins as managing director, wealth advisor in San Francisco, and Mark N. Warren and John D. Warren join as managing directors, wealth advisors in Denver.
Praxis invests in new Group Head of People role
Throughout her career, Grace has successfully managed and implemented complex human resources programmes and learning and development projects.
Raymond James recruits five-person Morgan Stanley team for int’l unit
The team now forms part of the Raymond James’s South Florida
Clarion announces the appointment of another two ‘home-grown’ partners
She was promoted to senior associate in 2016 and became a legal director in 2020.
GBST appoints global head of product innovation
Prior to that, he spent nine years working for Bravura and eight at DST Global Solutions (now SS&C Technology).
Deutsche hires Credit Suisse bankers to expand Swiss-based LatAm unit
German bank scales up wealth management team serving Latin American clients from Switzerland.