Cantonal Bank CEO Heads Towards Exit
The early announcement of the change of CEO enables the bank a careful and optimal succession plan.
Executive Moves
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Martin Scholl has decided to step down as CEO of Zürcher Kantonalbank on August 31, 2022
The bank stated that the change is being announced early so that it can plan the succession process carefully.
Close Brothers AM appoints Investment Director
In his new role, Robinson will join the existing HNW team based in Manchester, working closely with the research team, investment analysts, advisers and other investment directors to offer excellent service to CBAM’s clients in the region.
IQ-EQ appoints first Head of Capital Markets
Prior to joining IQ-EQ, Edward worked in a consultancy role for a world-leading Swiss financial advisory group.
HSBC Asset Management hires climatech team
The first fund is planned to be launched before the end of the year with an intended cornerstone investment from HSBC.
Reyl appoints Zurich head
Reyl Zurich serves high-net-worth clients residing in Switzerland, Europe, the Middle East and Asia.
Baird appoints Private Wealth Director
She most recently served as managing director at Abbott Downing, a Wells Fargo division that provides customized wealth management solutions to ultra-high-net-worth clients.
Ex-Avantax gatekeeper resurfaces at $1.2bn RIA
In his new role Landry serves as director of advanced planning for Credent, a newly created position.
Gresham House seeks to oust Strategic trust chair to kick-start strategic review
It also wants to appoint its chief of staff Jeston Na Nakhorn to the GHS board with existing non-executive director Helen Sinclair taking temporary of the board as fellow independent director Ken Lever leads a strategic review of the sub-scale trust&r
Walker Crips makes new hires for Southampton office launch
Lee and Cavendish are joined by Kris Watts and Jasmine Ng, Paraplanner and Wealth Administrator respectively, who will also be based in the new Hampshire regional office.
Two Wealth Managers Join First Republic
Scott Grenert and Kevin MacIntyre are highly regarded wealth managers in the Boston area and have been successful providing comprehensive solutions to clients with complex needs.
Tanvi Davda steps down as CEO of private office Saranac
Davda will remain on the firm’s board as a non-executive director and will become an adviser to the business.