EFG Nets Ex-BEA Vet to Lead Private Banking in Hong Kong
She succeeds Richard Strauss who has decided to retire at the end of March 2022 and focus on handing over to Ng in the coming months.
Executive Moves
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UBS AM hires head of sustainable investing
The new recruit will reinforce the firm’s sustainability and impact strategy.
Stouff Capital doubles AUM and appoints senior PM
Asset manager continues growth path and announces two new hires.
Veteran Brewin team reunited at Raymond James Oxford
Alex Barrell joins Raymond James Oxford after less than two years as head of Investec’s Bristol office.
Swiss Firm Nabs Another Julius Baer Veteran
A Geneva-based investment adviser is hiring another relationship manager who learnt the trade at Julius Baer.
Charles Stanley poaches Brown Shipley veteran
Alwyn Mulryne joins former Brown Shipley CEO Ian Sackfield at Charles Stanley’s Manchester office.
Wilmington Trust appoints Director of Endowments & Foundations
Wilmington Trust is a leader in wealth management and corporate and institutional services.
Daniel Channing joins the PCD Club “Entrepreneurs’ Boardroom”
The panel discussed key issues for entrepreneur clients including challenges and trends that have emerged over the last 18 months.
Ex-Vontobel private client head joins Zurich bank as director
Cooperative bank replaces retiring Hans-Ulrich Stucki.
Barclays Private Bank debuts in Spain with new head for UHNW clients
The bank said he will also leverage the Power of One Barclays, which connects clients to a broader offering, including the capabilities of Barclays' Corporate and Investment Bank to bring enhanced, tailored propositions to clients.
Rothschild & Co names Volponi head of wealth management in Italy
Rothschild & Co has been in Italy for 25 years
Advisor Group Welcomes Two Florida-Based Wealth Managers With Client Assets Surpassing $178 Million
Thomas P. Leinwol and D. John Ruffa Join Advisor Group through Subsidiary Securities America