11/27/2024
Abrdn appoints global head of multi-asset and alts
He succeeds the current Global Head, Russell Barlow, who is stepping down to take a role with a non-competing firm, after 26 years at Abrdn.
Executive Moves
11/27/2024
Jack Dervyn Appointed Head of Capital Markets at Druces
This appointment highlights our ongoing commitment to delivering unparalleled expertise in Capital Markets and maintaining our position as a trusted adviser to clients across diverse industries.
11/27/2024
Stonehage Fleming managing partner joins IAM’s board of directors
Ari Tatos is one of two new members added to the board of directors of XO Investments.
11/27/2024
Lombard Odier : management evolution within the Private Clients unit
Based in Geneva, Stephane will remain a member of the Private Clients Executive Committee and will report to Frédéric Rochat, Managing Partner and Co-Head of the Private Clients unit.
11/27/2024
CaixaBank’s Management Committee appoints Marta Alonso as new General Manager of its OpenWealth subsidiary
Marta Alonso replaces Sol Moreno de los Ríos, who is leaving the bank after two years in the position.
11/27/2024
Atomos names new investment boss as Bathgate joins boutique
Joshua Gennet has been appointed investment head at Atomos, replacing Haig Bathgate, who becomes Callanish Capital's latest big signing.
11/26/2024
Barnett Waddingham announces Baroness Helena Morrissey as Non-Executive Chair
She will work with Senior Partner Andrew Vaughan and four new managing partners - announced in the summer
11/26/2024
HSBC Senior Management Changes
HSBC has begun a process to appoint the permanent successor for this role
11/26/2024
Evelyn Partners appoints Kate Morrissey as Head of Asset Allocation
UK wealth management firm Evelyn Partners has made a senior addition to its investment management leadership team with the appointment of Kate Morrissey.
11/26/2024
Leadership transition at Bank Bonhôte
Yves de Montmollin hands over to new CEO Kim-Andrée Potvin
11/26/2024
Maerki Baumann to establish a Technology Advisory Board
The Technology Advisory Board will actively support the private bank’s Board of Directors and Executive Board in the further development, digitisation and innovation of its business model.
11/26/2024
Leadership transition on the Foundation Council – Christian Mumenthaler succeeds Kaspar Villiger
Christian Mumenthaler, an industry leader with extensive experience at Swiss Re, brings a unique perspective to the UBS Center’s mission.
11/26/2024
EY appoints new Head of Capital and Debt Advisory in the North
The role will focus on independently advising businesses, including both corporate and Private Equity (PE) owned clients, on optimising capital structures and their cost of capital, as well as providing execution services.
11/26/2024
Rathbones hires Brewin Dolphin investment manager
Gareth Evans joins the Cheltenham team as investment director, managing portfolios for advisers and private clients.
11/26/2024
Liontrust appoints Clare Pleydell-Bouverie as co-lead fund manager
Pleydell-Bouverie has been with global innovation team since 2022
11/25/2024
SEC chair Gensler to step down in January
During his tenure the SEC filed more than 2,700 enforcement actions, obtained $21bn in penalties, disgorgement orders
11/25/2024
Geneva trust firm recruits new partner and managing director
Mario Cohn and Pilar Martinez joined Magnolia Private Office this November.
11/22/2024
BDO strengthens leadership in UK with new partner appointments
Emma Hosking-Williams joins as a partner in the Private Capital tax team while Stuart Macdougall has been appointed as an audit partner with a special focus on ESG.
11/22/2024
Supervisory Board appoints Carsten Schmitt as new CFO
The appointment to the Board of Managing Directors is subject to regulatory approvals.
11/22/2024
Pictet hires Lombard Odier trio to launch Swiss Asia desk
The three new recruits, including a team head and two private bankers, will form the core of Pictet Wealth Management's new Asia desk in Zurich early next year.