Citi names client director from within
The experience of 2020 highlighted that we need to work more closely with clients than ever before
Executive Moves
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Citi promotes Conor Davis into top sales role in its markets unit
Citi has been searching for a replacement for Jim O'Donnell, who took on a new role as head of Citi's new global wealth unit unveiled by incoming chief executive Jane Fraser in January.
"Post-Brexit Britain Global Safe Haven For Business"
Avonhurst appoints Dr Pippa Malmgren; former advisor to White House & UK Department for International Trade
Bonhôte Hires Ex-Banker to Lead Real Estate Unit
He began his career in the banking sector before moving into real estate in 1992.
Brown Shipley hires Chartered Planner from S&W
The new joiners are the latest in a number of new hires for the wealth management firm.
Andrew Dougall appointed Global Head Casualty at Swiss Re Corporate Solutions
Mr. Dougall brings with him over two decades of underwriting and leadership experience
Iress appoints head of corporate development and infrastructure
Prior to joining Iress, Mr Angus held similar senior roles at AMP, Computershare and EY as well as operating his own consulting and advisory firm.
Wealthify appoints new CIO
As CIO, David will sit on the Senior Leadership Team and he will continue to lead Wealthify’s investment strategy across the platform’s broad portfolio of investment options, from ISAs to SIPPs to general investment plans, all designed to make
Change in the Board of Directors of Julius Baer
The announced changes are also expected to be reflected in the Board of Directors of Bank Julius Baer & Co. Ltd.,
Swiss Bank Taps Ex-Brewin Dolphin CEO
The appointment of Nicol is a nod to Julius Baer's efforts in the U.K. where CEO David Durlacher has opened regional offices in Belfast, Edinburgh, Leeds, and Manchester alongside its London branch in the onshore push.
Equiom appoints Melanie Griffiths as Head of Client Solutions, Private
Melanie is a strong addition to our Private Wealth team and brings a robust foundation of wealth advisory and tax and estate planning knowledge.
Robert Karofsky Appointed Sole President UBS Investment Bank as Piero Novelli Retires
Together, Karofsky and Novelli successfully reshaped the Investment Bank, realigning efforts around clients’ evolving needs, focusing resources on opportunities for profitable growth, and reinvesting in the bank’s digital transformation.