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Executive Moves

07/19/2024

Geneva boutique replaces chair Jean-Sylvain Perrig amid new strategy push

AtonRâ Partners has made a medical professor chair as it shifts away from a strategy focused on actively managed certificates.

07/19/2024

ZKB names regional private banking head

Vanessa Seidmann first joined Zürcher Kantonalbank as an apprentice in 2003.

07/18/2024

Liontrust Asset Management Appointment of new Chair

Liontrust announces that Luke Savage will be appointed as Non-executive Director and Chair of the Company with effect from 20 September 2024.

07/18/2024

Jens Böhnlein leaves Commerz Real

His duties will be temporarily taken over by Henning Koch, Chairman of the Board of Management of Commerz Real.

07/18/2024

Bordier UK: Jamie MacLeod to pursue alternative career

The firm is part of the Swiss private bank Bordier & Cie and became Bordier UK in 2014.

07/18/2024

Managing Director and Head of Channel Islands at RBC Wealth Management announces retirement

Since joining RBC in 2014, Ann Marie held a variety of senior roles in sales and relationship management, banking and custody to support clients’ needs and goals.

07/18/2024

Saltus appoints Head of Relationship Management to Partnership Programme

Nick joins Saltus from YOU Asset Management and has previously held business development positions at Capital Asset Management and 7IM.

07/18/2024

Zuger KB names equity, fixed income and multi-asset chiefs

Alexander Hunziker and Marcel Ok have assumed new positions following the restructuring of the cantonal bank’s investment office.

07/18/2024

Canaccord Genuity Wealth Management appoints Stockbroking Director in Jersey

Ricardo Pereira has a background in private banking and is excited to be joining the Canaccord team.

07/18/2024

Nucleus appoints platform directors to support new platform launch

Both will report to Nucleus Chief Operating Officer (COO), Steve Knight.

07/18/2024

Praxis appoints former Digital Greenhouse lead to strategic project role

Lucy holds a master’s in Education and a postgraduate degree in Innovation and Entrepreneurship.

07/17/2024

Canada Life appoints Crook as MD of group protection

He will report to Canada Life’s UK CEO Lindsey Rix-Broom.

07/17/2024

Abrdn’s head of absolute return departs after 18 years

Scott Smith, formerly a portfolio manager on Gars, has left the FTSE 250 asset manager.

07/17/2024

EdenTree poaches Rathbones analyst for European fund

Lauren Smith will join the £743m Responsible & Sustainable European Equity team, after a stint at Rathbones covering global equities.

07/17/2024

HSBC Holdings Plc Georges Elhedery appointed as Group Chief Executive

During his career he has worked in Asia, the Middle East and Europe.

07/17/2024

London & Capital Private Investment Office appoints James Barrie as an Executive Director

James brings nearly a decade of experience working with Ultra High Net Worth (UHNW) individuals and families.

07/17/2024

Another Evelyn director heads for LGT Wealth

Rory Whitmore will leave Evelyn’s Birmingham office in October, after nearly a decade at the firm.

07/17/2024

LGT Wealth Management appoints three new members

Amdani joins the firm as a wealth manager with 14 years of financial services experience.

07/17/2024

JFSC welcomes new Executive Director

He will also be responsible for the JFSC’s Marketing and Communications team

07/16/2024

Julius Baer replaces retiring fixed income research head Allenspach

Zurich-based Dario Messi moves into senior role.

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