02/13/2024
JTC Promotes Mark Fleming to Jersey Private Client Head
He is a Fellow of the Institute of Chartered Accountants in England and Wales and a member of the Society of Trust and Estate Practitioners.
Executive Moves
02/13/2024
Value Partners Group promotes Thomas Legendre to Associate Director, EMEA Business
In his new role, Thomas will continue supporting the team in London while also helping the Group to expand its distribution capabilities, notably across Switzerland.
02/13/2024
SGKB hunts for new boss for 10-person private banking team
The Zurich-based role will help expand the bank’s business with wealthy international clients.
02/13/2024
Investec names ESG lead for alternative investments
Alicia Forry promoted
02/13/2024
Sedulo Wealth recruits Leeds financial adviser
Sedulo Wealth has also announced that its funds under management (FUM) have broken the £270m barrier.
02/13/2024
Alts platform’s new Swiss sales boss comes from Kepler Cheuvreux
Luma has had a branch in Zurich since 2021.
02/12/2024
AXA IM appoints product specialists to Core strategies
More recently at Axa IM Deschamps headed the development of the life and wealth management business at Axa France and was also global head of client group at Axa IM Select.
02/12/2024
Evelyn Partners strengthens East Anglia team with experienced investment manager appointment
Prior to joining Evelyn Partners, Daniel spent 22 years as an Investment Manager at Quilter Cheviot.
02/12/2024
Hogan Lovells hires highly-regarded Italian team – six partners to join the firm’s Rome and Milan offices
The new group focuses on structured finance, debt capital markets, and M&A providing assistance in both English and Italian Law.
02/12/2024
The Openwork Partnership announces new Independent Non-Executive Director Sara Bennison to the Board
She joins from a distinguished career with global advertising agencies followed by 15 years in financial services
02/09/2024
Lombard Odier Investment Managers names head of France
She replaces Frédéric Cruzel, who has retired after 12 years at the firm.
02/09/2024
Parmenion adds PAM, Hymans Robertson and Albemarle MPS ranges
A total of 11 new model portfolio solutions added to adviser platform
02/09/2024
Unlimited liability partner steps down from Zurich private bank after accident
André Bodmer, who has been an unlimited liability partner at Rahn+Bodmer since 1995, will retain a financial interest in the private bank.
02/09/2024
Quilter Investors adds to manager research team with new alternatives role
The funds researched will be considered for inclusion within Quilter Investors’ range of multi-asset portfolios.
02/09/2024
Zurich private bank Rahn+Bodmer has to say goodbye to partners
He will no longer return to his active role as partner and customer advisor at Rahn+Bodmer, it was learned.
02/09/2024
Wealth manager appoints COO
He has over 20 years’ experience across operations, technology and change.
02/08/2024
Former Odey Wealth investment director resurfaces at Waverton
At Odey WM, he specialised in running portfolios for professional investors, retail clients and entrepreneurs.
02/08/2024
NatWest poaches UBS executive to replace ousted Coutts chief
Emma Crystal will replace Peter Flavel, who stepped down as boss of NatWest’s private banking operations during last summer’s furore over Nigel Farage’s account closure, Sky News learns.
02/08/2024
Berner Kantonalbank brings Olympic champions on board
This month, BEKB was also able to recruit Nevin Galmarini as a financial coach in the Professional Investors department, as we learned further.
02/08/2024
Tim Cockerill exits Rowan Dartington for Verso IM
Established the ESG investment process at Rowan Dartington where he worked for 12 years