Iress appoints Head of Business Development
With over 20 years experience in financial services leadership roles, Matt joins Iress from BNY Mellon Pershing where he was VP of sales and relationship management EMEA.
Executive Moves
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UBS hires a senior Credit Suisse dealmaker
The Swiss bank nabbed from its cross-town rival with the hire of Jean-Marc Botteri, a managing director within Credit Suisse’s capital markets solutions group
HSBC Asset Management Boosts UK Institutional Team
HSBC Asset Management has appointed Jasvir Virk as Business Development Director for its UK institutional team
Senior promotion at Ashburton Investments International
Seb was one of the first people in the Channel Islands to successfully complete the newly launched CISI Masters in Wealth Management
Just Wealth recruits first advisers for new division
Advisers join the firm on a self-employed basis and manage the running of their own businesses and careers, while being provided with leads from Just Mortgages, training, compliance, mentoring and marketing support.
HSBC Hires Veteran UBS Private Banker
Run by Alex Classen, HSBC's Swiss bank eked out a profit last year, following years of losses and slimming itself and the markets it does business in.
Morgan Stanley sets up potential successors to CEO James Gorman by naming new co-presidents
Morgan Stanley named Ted Pick, who runs the firm’s Wall Street trading and advisory division, and wealth management head Andy Saperstein as co-presidents starting next month.
Wilmington Trust Announces Promotion of Robert S. Bridges, Jr. to Managing Director and Senior Investment Advisor Serving the Florida Region
Robert will continually monitor and, when appropriate, rebalance his clients' portfolios in keeping with their asset allocation strategies and to take advantage of new investment opportunities suitable to their needs.
Credit Suisse appoints Head of Private Banking Italy and further strengthens team
Credit Suisse Private Banking in Italy will also further benefit from the experience of Vincenzo De Falco
Morgan Stanley Announces Key Leadership Changes
All of these appointments become effective on June 1, 2021.
Pictet Elevates Role of Equity Partner
She is to replace Bernd Uhe, who will become Pictet's group corporate secretary and head of organization, a sort of internal consulting team of Pictet.
Ex-Carrick Wealth managing director to run DeVere-owned firm
Replacing the chief executive and founder who has left the UAE-based business