UBP's Swiss institutional head takes over German business
The previous head for Germany has left to work at a rival company.
Executive Moves
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Sandra Phlippen appointed professor by special appointment of Sustainable Banking
Sandra Phlippen is chief economist at ABN AMRO and will combine this position with her professorship.
Quilter Cheviot adds three new investment managers
All three investment managers will work closely with private clients and intermediaries including financial advisers to manage their investment portfolios in line with their long-term financial goals.
Dakota Wealth Management Announces Hiring of Joshua Crossman
A 25-year veteran of the financial services industry
Credit Suisse Risk Chief Lures Ex-Colleagues from Goldman
Another new hire from Goldman is Craig Bricker, who is expected to take control of a new risk analysis and resolution group
GAM strengthens Japan equities team
Goro joined the firm on 1 November 2022 and is based at GAM's Tokyo office, ensuring proximity to the market and clients.
Crestbridge appoints family office services Director
She will lead on family office structures administered in Jersey for clients in the Americas, Canada and the UK.
Rahul Agarwal joins SS&C
In this previous role as head of private clients, he was responsible for relationship management and building the firm’s revenue-generating projects.
Schroders enhances client-led sustainability focus
He will work closely with Schroders’ sustainable investment team and regional specialists and be focused on extending the strategic sustainability support provided for key clients.
Global Advisory Board to advise Deutsche Bank on key trends in business and politics
The Management Board has appointed Paul Achleitner
Liontrust veteran joins Evan-Cook’s new Downing funds
Alex Paget will join Downing Fund Managers in January from Liontrust Asset Management, where he was formerly head of client investment strategy.
Peregrine Wealth announces internal promotion
In her new role, Harriet will support the Operations Manager through the development and implementation of processes and procedures as well as oversee the onboarding of new clients.