06/06/2024
Former Pictet exec appointed wealth head at $3bn Swiss shop
Daniel Savary, who held senior roles at Pictet, Julius Baer and Clariden Leu, has become the new wealth management head at Copernicus.
06/06/2024
Daniel Savary, who held senior roles at Pictet, Julius Baer and Clariden Leu, has become the new wealth management head at Copernicus.
06/06/2024
The move comes as the administrator closes businesses that the group has not already sold off or transferred out of its network of independent financial advisers.
06/06/2024
The promotions represent 13 offices and all key practice groups operating in the region.
06/06/2024
His main focus will be the acquisition and management of private clients.
06/06/2024
The manager of the £1.3bn AXA Framlington Global Technology fund will leave the firm in August.
06/06/2024
The promotions and moves form part of HSBC’s ongoing programme to support people with their career and professional development aspirations.
06/06/2024
James Bowes-Lyon, who has been critical of the consolidation sweeping through the wealth sector, has joined Oberon Investments.
06/05/2024
Bellamy will remain with Waverton as Managing Director of Adviser Solutions as well as a member of the Waverton Management Committee.
06/05/2024
Alex Savvides’ move from JO Hambro will take place on 7 October, with Ben Whitmore sticking around at Jupiter until at least 31 October.
06/05/2024
The majority shareholders and founders of the former Fundamenta Group, David and Javier Garcia, have now also sold their majority stakes in the asset manager Belvédère Asset Management.
06/05/2024
He joins from Schroders where he was head of UK wealth.
06/05/2024
He joins a team of 14 people reporting to Bob Hendriks, Chief Commercial Officer.
06/05/2024
A barrister with relevant regulatory qualifications, Durso’s recent roles include CEO/COO at Berry Street Capital, where she managed corporate operations, and director at Paulson & Co’s London office.
06/05/2024
While Ben Whitmore will stay on at the firm until at least the end of October
06/05/2024
Highly experienced, London-based banker to lead firm's newly established Healthcare M&A practice
06/04/2024
The Wall Street bank has also been hiring traders in Paris and relocating dealmakers from London
06/04/2024
His extensive career includes leadership positions as head of product at BNY Mellon and director of transaction services at Citi Group.
06/04/2024
Prior to assuming the role on an ad-interim basis in March, he was the global head of equities at Credit Suisse.
06/04/2024
The unit consists of relationship managers, a tax specialist and an investment expert.
06/04/2024
Nick Kirrage to rejoin the firm’s UK value strategies