Executive Moves

Executive Moves

Wealth Management Team Joins First Republic

March 16, 2021

The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

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Executive Moves

Senior wealth appointments take responsibility for HSBC in Europe and islands

March 15, 2021

The appointments mark a significant growth period for HSBC in the islands, particularly in respect of the Jersey office becoming the Bank’s new global wealth hub.

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Executive Moves

Vaduz boutique appoints ‘bridge to Asia’ board member

March 15, 2021

The firm launched a Sicav property fund last year.

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Executive Moves

Circular economy PM leaves RobecoSAM for Credit Suisse

March 15, 2021

Fund manager handed reigns for environmental strategy at Swiss group.

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Executive Moves

Morrissey quits St James’s Place board after a year to chair AJ Bell

March 15, 2021

Helena Morrissey is leaving St James’s Place (SJP) after just 14 months on the advice giant’s board.

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Executive Moves

Ashurst Luxembourg continues strong growth with investment funds hire

March 15, 2021

Arnaud's appointment demonstrates our continued commitment to the growth of our practice here in Luxembourg.

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Executive Moves

Rockefeller Hires $4.6-Mln Morgan Stanley Private Wealth Team in Los Angeles

March 12, 2021

They moved along with portfolio manager Ben Helvey.

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Executive Moves

$1.1 billion Financial Advisor team joins UBS in Houston, Texas

March 12, 2021

Together, they represent a high-quality team focused on creating the best possible client experience and outcome for the families they serve.

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Executive Moves

Jens Weidmann re-elected as Chair of the BIS Board of Directors

March 11, 2021

The Board is responsible for determining the strategic and policy direction of the BIS

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Executive Moves

Mirabaud names new co-head of convertible bonds

March 11, 2021

Swiss group announces internal promotions within fixed income department.

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Executive Moves

Brewin Dolphin hires S&W director for 1762 arm

March 11, 2021

Jenny Quan will join the 1762 team, serving ultra-high-net-worth clients as an investment manager.

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Executive Moves

Greaves West & Ayre Makes Senior Appointment Following Centenary Celebration

March 11, 2021

He will be looking to bring his considerable experience to bear as the wealth division seeks to build out its thriving investment proposition.

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