Apex Group appoints Head of Family Office
Apex’s teams work closely with Family Office clients to develop tailored solutions and to provide a flexible and reliable service.
Executive Moves
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J Safra Sarasin sustainable fund managers join Man GLG
Yohann Terry and Jann Breitenmoser will be part of the firm’s equity team.
EFG hires industry vet from Pershing to lead LatAm operations unit
A spokesperson for EFG confirmed his hire.
UBS Appoints Financial Advisor in Los Angeles County, CA
She provided full-service banking, lending, investment management, wealth strategies and solutions to ultra-high net worth individuals.
Sandie O'Connor Elected to the Board of Directors of BNY Mellon
She held several senior leadership positions at the firm including Global Treasurer and head of Prime Services and was a member of the firm's Executive Committee.
Valiant recruits new head of wealth management for Northwest Switzerland region
Roland Graf joins from Basler Kantonalbank.
Head of UOB Private Bank Exits
In the first half of 2021, UOB’s assets under management for high affluent clients – which includes private banking clients – increased 7 percent to S$137 billion ($100 billion).
Sanctuary Wealth Appoints Director Head of Global Marketing and Digital Strategy
She has proven herself to be a leader with an entrepreneurial mindset capable of leading strategic communication initiatives and developing and implementing successful marketing strategies.
IQ-EQ Hires Director of Private Wealth in the Americas
In this newly created senior role, Darrell will be based in IQ-EQ’s New York office.
Jupiter hires George Osborne firm to build takeover defence
Shares in Jupiter have shot up 8% on news the £61bn fund firm has hired M&A advisory boutique Robey Warshaw to help build a strategy to keep predators at bay.
Brookes appointed chief investment officer of Quilter Investors
He succeeds Bambos Hambi who has taken the decision to retire at the end of 2021.
SocGen PB Switzerland reaches board gender parity with appointment
As a result, four of the eight members are now women, including chair Anne Marion-Bouchacourt.