06/30/2023
J. Safra Sarasin Poaches From Credit Suisse Capital Markets
Other employees from the Credit Suisse department will move to Deutsche Bank, according to another source.
Executive Moves
06/30/2023
Pantheon International appoints co-lead manager to join Helen Steers
Jie Gong
06/29/2023
Canaccord hires Coutts star to set up new regional advice arm
Personal Finance Society 2023 chartered planner of the year Hazel Bowen will set up a financial planning arm for CGWM in Norwich.
06/29/2023
Rothschild & Co appoints UK Wealth Management Head of Marketing & Business Development
Matthew is a senior Marketing & Business Development professional with over 20 years' experience working in London, New York and Hong Kong
06/29/2023
Walker Crips 40-year wealth veteran joins city boutique
Peter Land joins Capital Financial Markets after suggesting that his approach to clients had ‘diverged’ from that of Walker Crips.
06/29/2023
Close Brothers Directorate change
Kari has extensive experience as an auditor
06/29/2023
New Chief Financial Officer at GKB
Urs Widmer started his professional career in the consulting business.
06/29/2023
Schroders appoints Rachael Dowers as Institutional PR Manager
She will also be developing and executing PR activity for Schroders Capital, the private assets arm.
06/29/2023
M&G appoints Richard Godfrey as Chief Operating Officer for Asset Management
Richard previously held roles at Mello as CEO of its investment servicing business in Europe and Robert Fleming in senior asset management and insurance operations roles.
06/28/2023
Standard Chartered appointed Global Head of Sustainability Strategy and Net Zero
She will report to Marisa Drew, Group Chief Sustainability Officer , and become a member of the CSO Management Team.
06/28/2023
Credit Suisse Dealmaker Joins Deutsche Bank Switzerland
In addition to Clemente, the DCM team in Switzerland will be strengthened by further new additions in the issuing and advisory business.
06/28/2023
New member in the Executive Management of VP Bank Group
The appointment of Adrian Schneider by the Board of Directors of VP Bank is subject to the approval of the Liechtenstein Financial Market Authority.
06/28/2023
VZ Group Shrinks its Executive Board
The remaining members of the board will take over their tasks.
06/28/2023
Robert Higginbotham retires from T. Rowe Price
Replaced by Dee Sawyer
06/28/2023
Departures at 7IM as it merges tech and client teams
Chief technology officer Will Thornton-Reid and head of IT development Steve Crichton have left the wealth manager.
06/28/2023
PwC selects Elisabeth Hunt as energy and resources leader
Hunt takes responsibility for the full value chain of PwC’s energy and resources services
06/28/2023
Insurance investment boutique Plenum adds impact specialist to board
Plenum is an investment manager specialising in insurance risks and is regulated in Switzerland for institutional and professional clients.
06/27/2023
CEO Erich Pfister left Banque Cramer
The turnaround at Banque Cramer under his aegis has finally begun to take hold.
06/27/2023
Pair of Planners Joins Team
John Lomax joined the financial services industry in 2001
06/27/2023
Close Brothers AM adds investment director
Marcus Vertue joins its London head office