03/13/2025
Ex-Julius Baer fund offering head takes analyst role at foundation
Patrick Roefs spent 16 years at Julius Baer before leaving last month.
Executive Moves
03/13/2025
Bank of England appoints new Chief Operating Officer and Chief Cashier
The Bank of England has appointed Sarah John, the Bank’s current Chief Cashier as its new Chief Operating Officer.
03/13/2025
Langham Hall promotes four to partner
Langham Hall now has 14 partners globally, each directly leading expert teams and ensuring senior-led client service, technical precision and deep market insight across private equity, real estate, infrastructure and debt.
03/13/2025
Citi appoints Head of Investor Services
He was also the former Head of Global Data, Digitalisation and Special Projects for Securities Services.
03/13/2025
Bunch appoints Director of Sales & Business Development
German fintech strengthens its private equity footprint
03/12/2025
SJP hires ex-Aberdeen marketing boss Rob Sanders as chief client officer
CEO Mark FitzPatrick continues to overhaul the wealth manager’s leadership team a year after taking the helm
03/12/2025
Cazenove Capital appoints new Portfolio Director for charities team
With almost 20 years of investment experience, Hugo brings valuable expertise to this role.
03/12/2025
Lucerne real estate asset manager announces deputy CEO
Philippe Kaufmann becomes deputy CEO of real estate and investment manager Greenbrix Asset Management.
03/12/2025
JP Morgan recruits latest private banking duo in Switzerland
Fabien Paturaud and Johanne Arnould are the most recent of a series of hires at the global bank’s Swiss offices.
03/12/2025
Oppenheimer Hires London-based Senior Investment Bankers to Expand European Financial Services & Public M&A Capabilities
They join the firm from boutique Hannam & Partners and will report to Max Lami, CEO of Oppenheimer European business.
03/12/2025
Brown Shipley appoints Paul Williams as Head of Compliance
Williams reports to Robert Kitchen, Brown Shipley Chief Executive, and Simon Spilsbury, Quintet Group Head of Compliance.
03/12/2025
Ocorian appoints new Head of Guernsey Private Client
Andy has over 25 years of experience in financial services
03/11/2025
Brown Shipley hires HSBC heavyweight as regulation boss
Paul Williams joins after a decade with HSBC, succeeding Kelvin Clough, who left Brown Shipley at the end of last month.
03/11/2025
Vontobel chief economist departs
Reto Cueni had been Vontobel’s chief economist since 2020.
03/11/2025
JP Morgan Asset Management expands in Switzerland
He most recently served as Sales Director Switzerland at Nordea Asset Management.
03/11/2025
SEB appoints new Country Manager UK and new Head of Private Wealth Management & Family Office
The changes are effective as of August 25, 2025.
03/10/2025
I Squared Capital Appoints Philippe Lenoble and Bogdan Ciobotaru as Managing Directors
Philippe Lenoble will join the investment team as Managing Director, reporting to Mohamed El Gazzar, Senior Partner.
03/10/2025
Rathbones GROUP builds leadership to meet the rising need for wealth services
The firm has appointed Camilla Stowell as Chief Executive Officer of Wealth, to oversee both investment management and financial planning at the firm, subject to regulatory approval.
03/10/2025
Deutsche Bank PB Names Former Credit Suisse Exec as EMEA COO
In this role, he reports to Marco Pagliara, head of emerging markets, and Yiping Li, global COO, private bank.
03/10/2025
Lazard Asset Management names head of Switzerland
He brings over 15 years of experience in asset management business development, with a strong track record in strategic client relationships.