Investec combines planning services in advice arm launch
Holgate has been with Investec for four years but in the industry for 17 years.
Executive Moves
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Credit Suisse Appoints at Asset Management Arm
The asset management unit is now the subject of a wider, extensive strategy review which is roiling the Swiss wealth manager.
TD triggers management shakeup after head of private wealth departs
Big Six bank's head of private wealth and financial planning stepping down after 14 years
Broadridge boosts board
He is a talented executive whose extensive experience and background in finance and technology will be an asset to the Broadridge Board of Directors.
Hiscox names new art & private client distribution lead
The newly created role covers Hiscox UK’s ‘Art and Private Client’ (APC) division, which encompasses its high net worth home, motor and fine art lines, sold via brokers and direct to customers.
Zuger Kantonalbank: Head of corporate clients disembark
After eight years, he is leaving the bank at his own request with immediate effect in order to devote himself to new tasks outside the bank, as we learned further.
Smith & Williamson continues Forensic Services team expansion with senior hire
Jenny has a particular specialism in the not-for-profit-sector, having spent some time out of the profession as finance director of two charities.
Credit Suisse, Star Credit Trader Part Ways
The Swiss bank is parting ways with a credit fund overseen by star trader Hamza Lemssouguer, after its planned launch was stymied by trouble at the wider asset management unit.
SJP partner leaves following investigation into lead site
Other issues with the website included its use of the Financial Conduct Authority logo, which is prohibited, according to the regulator’s rules.
Head of Zuger cantonal bank's corporate clients exits
Adrian Andermatt had been at the firm since 2013 and was appointed to the executive board in 2017.
Close Brothers appoints MD in Mayfair office
He is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds CISI diplomas in derivatives, fund management, and regulation & compliance.
Société Générale CIO joins Woodman Asset Management
Alan Mudie will become investment head at the Swiss firm.