Wealth management firm expands regional teams
They include, Andrew Mays, who has appointed an Associate Investment Director in Bournemouth.
Executive Moves
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Robert Kirkby Appointed Independent Director of Butterfield Jersey
Mr. Kirkby’s appointment was effective March 30, 2023, following no objection from the Jersey Financial Services Commission.
Ocorian appoints Global Head of Regulatory & Compliance
During his 20 years-plus career, Aron has worked at the UK financial regulator as well as in compliance consulting
REYL Intesa Sanpaolo appoints Head of Wealth Management
Based in Geneva, he is primarily responsible for developing internal operational processes related to wealth management, enabling clients to benefit from an enhanced experience at all levels of their relationship with the Bank.
Zurich boutique adds renewable energy scientist to ethics board
The academic Sophia Haussener has joined the ethics committee of Arete Ethik Invest.
Invesco promotes UK equity manager to work with AAA-rated Walker
Exclusive: Bethany Shard will join lead manager Martin Walker on the Invesco UK Opportunities and Invesco UK Equity funds.
Graubündner Kantonalbank appoints private banking team head
Lisa Zenk is the new head of a private banking team in Chur.
T Rowe Price global tech manager steps down
Alan Tu has stepped down and Dominic Rizzo, who was named co-manager of the Global Technology Equity fund in December, will become the sole manager of the strategy.
Chilvers to take lead of Rathbones High Quality Bond Fund
Current manager Noelle Cazalis is exiting the firm after 12 years
Fulton Private Bank Hires Steven H. Santini as Regional Wealth Director for Greater Philadelphia
Expanding wealth management team offers customized solutions and advisory services
One Swiss Bank appoints new head of asset management
Aymeric Converset, who worked for Dynagest since 2013, has been appointed as head of the division as well as joining the executive committee.