03/01/2023
Young Swiss Private Banker Named CEO
Swiss Fabian Kaeslin becomes CEO of Luxembourg-based Banque Havilland in Switzerland and Liechtenstein in early March, finews.com has learned.
Executive Moves
03/01/2023
Anke Bridge Haux becomes CEO of LGT Bank Switzerland
Subject to the approval of the supervisory authority, she will succeed Heinrich Henckel in this function, who will be appointed to the Board of Directors of LGT Bank Switzerland.
03/01/2023
Wealth Dynamix hires Robert Roome as chief strategy officer
In this newly-created role, Robert will be responsible for helping to increase the growth of Wealth Dynamix and its position as the leading provider of Client Lifecycle Management solutions for the industry He will report into Gary Linieres, CEO of Wealth
03/01/2023
Geneva alts boutique hires private debt head
Roy Charles Bates has joined from Reyl Intesa Sanpaolo and previously spent a decade as a corporate and finance lawyer.
03/01/2023
Two directors join Interpath from Deloitte
The firm expects to add to this capacity, with a number of new managing directors in the months ahead – and hopes to expand its team to over 65 professionals by the summer of 2023.
03/01/2023
Swiss Life Announces Changes to its Board
All remaining members of the board will be put forward for re-election, according to an announcement Wednesday in conjunction with Swiss Life releasing its annual results.
03/01/2023
Investec Wealth & Investment CEO departs
On garden leave until 13 August
03/01/2023
Artemis poaches head of impact equities from Columbia Threadneedle
Sacha El Khoury joins
03/01/2023
Bedell Cristin strengthens its International Private Client team with additional hires
She has qualified as a solicitor in England and Wales.Isabelle Russell has been appointed as an Associate in Jersey.
03/01/2023
Oakbridge Wealth Appoints New Compliance Officer
Charlotte joins Oakbridge with over ten years’ experience having previously held compliance and client data analysis roles with Canaccord.
03/01/2023
HSBC Luxembourg nominates COO
On his appointment, Quintus said he is “looking forward to working across the bank to help drive further growth and innovation, and ensure we continue to deliver outstanding results for our clients.”
02/28/2023
Veteran Julius Baer Private Banker Moves to BIL Switzerland
It is not only in a position to report a profit but has also managed to make two key executive appointments aimed at keeping up its newfound growth momentum.
02/28/2023
Progeny appoints new Head of Academy
Heather’s most recent role was Learning and Development Director at Balmoral Asset Management
02/28/2023
Fund research chief exits Rothschild & Co
Experienced selector exits with new role expected in Q2, Citywire Selector has learned.
02/28/2023
Bedell Cristin announces two appointments
Kim Manley has been recruited as a Senior Associate in London.
02/28/2023
Belton Flournoy III and Justin Pang promoted by Protiviti
Of those, 53 involve senior positions. The firm has promoted 47 of its directors to the position of managing director and six to the position of senior director.
02/28/2023
Octopus Investments appoints real estate head as CEO
Davis succeeds Ruth Handcock who will remain with the Octopus group and on the Octopus Investments board.
02/28/2023
Helena Morrissey becomes group chair of Altum
Focus on diversity
02/27/2023
Simon Edelsten to retire from Artemis
Replaced by Alex Stanic
02/27/2023
Anna Marks to become Deloitte's Global Chair
The CEO of a company is the top senior executive over management, while the board’s Chair leads its board of directors.