Investec Wealth and Investment names new head of research
Her role will focus on ensuring Investec Wealth and Investment’s research capability remains “industry-leading”.
Executive Moves
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Credit Suisse promotes wealth management execs to MD roles
Based in Singapore and Hong Kong, the senior bankers work across a variety of functions, including private banking, relationship management and Client due diligence.
CREALOGIX names Christophe Biollaz as its new Chief Financial Officer
Christophe Biollaz has over 20 years’ experience as a CFO, including with the international MCH Group and at Saint-Gobain Switzerland since 2020.
Bellevue grabs entire team from Partners Group
Bellevue Group , based in Küsnacht near Zurich, is bringing an experienced secondaries team on board in Steven Kroese , Lars Honegger and Chris Davies
Cazenove Capital announces its eighteenth senior hire across the UK, in response to continued client demand in the North East of England
He will work closely with Simon Pearson, Cazenove Capital’s Regional Head for the North of England, to service the existing client base, whilst also supporting the growing community of business owners and entrepreneurs.
Leadership change at Julius Baer South East Asia
During his tenure, he successfully strengthened Julius Baer’s franchise and broadened its footprint in South East Asia.
Brooks Macdonald hires director for AIM IHT fund
Joe Capaldi joins Brooks Macdonald from CS Investment Managers to lead the firm's AIM portfolio service.
China Private Banking Heavyweight Leaves BNP Paribas
Previously, he also worked at UBS and J. Safra Sarasin.
Robin Beer named CEO for RBC Brewin Dolphin and Wealth Management International
Prior to merge of businesses in H1 2023
One of the Last «True» Swiss Private Banks Names a New Partner
He will then become one of six partners with unlimited liability of the institute.
Avidian Wealth Solutions appoints Wealth Advisor
McGinness strengthens Avidian’s people-centric approach to wealth management with his diverse set of experiences for high-net-worth clients.
Titan Wealth appoints head of sales
Former LGT Vestra partner Mark Livesey joins the firm following a career break