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Executive Moves

03/13/2025

Citi appoints Head of Investor Services

He was also the former Head of Global Data, Digitalisation and Special Projects for Securities Services.

03/13/2025

Bunch appoints Director of Sales & Business Development

German fintech strengthens its private equity footprint

03/12/2025

SJP hires ex-Aberdeen marketing boss Rob Sanders as chief client officer

CEO Mark FitzPatrick continues to overhaul the wealth manager’s leadership team a year after taking the helm

03/12/2025

Cazenove Capital appoints new Portfolio Director for charities team

With almost 20 years of investment experience, Hugo brings valuable expertise to this role.

03/12/2025

Lucerne real estate asset manager announces deputy CEO

Philippe Kaufmann becomes deputy CEO of real estate and investment manager Greenbrix Asset Management.

03/12/2025

JP Morgan recruits latest private banking duo in Switzerland

Fabien Paturaud and Johanne Arnould are the most recent of a series of hires at the global bank’s Swiss offices.

03/12/2025

Oppenheimer Hires London-based Senior Investment Bankers to Expand European Financial Services & Public M&A Capabilities

They join the firm from boutique Hannam & Partners and will report to Max Lami, CEO of Oppenheimer European business.

03/12/2025

Brown Shipley appoints Paul Williams as Head of Compliance

Williams reports to Robert Kitchen, Brown Shipley Chief Executive, and Simon Spilsbury, Quintet Group Head of Compliance.

03/12/2025

Ocorian appoints new Head of Guernsey Private Client

Andy has over 25 years of experience in financial services

03/11/2025

Brown Shipley hires HSBC heavyweight as regulation boss

Paul Williams joins after a decade with HSBC, succeeding Kelvin Clough, who left Brown Shipley at the end of last month.

03/11/2025

Vontobel chief economist departs

Reto Cueni had been Vontobel’s chief economist since 2020.

03/11/2025

JP Morgan Asset Management expands in Switzerland

He most recently served as Sales Director Switzerland at Nordea Asset Management.

03/11/2025

SEB appoints new Country Manager UK and new Head of Private Wealth Management & Family Office

The changes are effective as of August 25, 2025.

03/10/2025

I Squared Capital Appoints Philippe Lenoble and Bogdan Ciobotaru as Managing Directors

Philippe Lenoble will join the investment team as Managing Director, reporting to Mohamed El Gazzar, Senior Partner.

03/10/2025

Rathbones GROUP builds leadership to meet the rising need for wealth services

The firm has appointed Camilla Stowell as Chief Executive Officer of Wealth, to oversee both investment management and financial planning at the firm, subject to regulatory approval.

03/10/2025

Deutsche Bank PB Names Former Credit Suisse Exec as EMEA COO

In this role, he reports to Marco Pagliara, head of emerging markets, and Yiping Li, global COO, private bank.

03/10/2025

Lazard Asset Management names head of Switzerland

He brings over 15 years of experience in asset management business development, with a strong track record in strategic client relationships.

03/10/2025

Evelyn hires Aberdeen planning director in North push

Mark Carter will join the firm’s Leeds office, while Rathbone’s Gail Carr will join its Newcastle office as an investment manager.

03/07/2025

Geneva Boutique Recruits Two CS/UBS Managers

They are expected to support the company’s expansion plans.

03/07/2025

Brown Shipley names Kitchen as permanent CEO

Robert Kitchen has been heading the business on an interim basis since Calum Brewster’s departure last year.

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