12/08/2022
A New Mandate for Former UBS und HSBC Executive
In 2019, he founded Winsight, a company specializing in corporate and management consulting and board of directors mandates.
Executive Moves
12/08/2022
Zurich family office partner exits as advisor joins from Lombard Odier
There are arrivals and departures at Nahmani Grunder, while Lombard Odier hires a business developer for its external asset manager team in Zurich.
12/08/2022
Unigestion's CEO to exit after 32 years
The firm has appointed head of private equity, Christopher de Dardel, as Fiona Frick's successor.
12/08/2022
Polar Capital appoints UK sales boss and regional sales manager
Richard Oates and Ryan Cosson
12/08/2022
Barclays names Currie as chief operating officer in management reshuffle
The move elevates an executive from the bank's consumer business to one of its most powerful roles
12/07/2022
Pimfa fills Fassam's policy role
Ostojitsch has held numerous roles in financial services during his 17-year career
12/07/2022
New director of growth joins wealth management experts Salix Wealth Ltd
He is also a board member for Birmingham Enterprise Community and external advisor for Sustainability West Midlands.
12/07/2022
Co-head of investment due diligence exits HSBC after 15 years
An experienced fund buyer is leaving the firm, having led the team of 13 analysts across equities and quant funds.
12/06/2022
Close Brothers poaches veteran abrdn duo
John Hair and Charles Insley
12/06/2022
LGT Wealth Management promotes head of portfolio management to CIO
Succeeds Jonathan Marriott
12/06/2022
NatWest names David Grunwald director, innovation and partnerships
Grunwald joins NatWest from PE firm AIRE, where, in addition to investment strategy, he focused on a portfolio of new ventures, including a digital bank serving corporate clients.
12/06/2022
The Bank Of London Appoints Chief Financial Officer UK
He will be responsible for all accounting, finance, and corporate treasury for the UK Bank and will also work with the Senior Leadership Team to support its commercial agenda.
12/06/2022
Cazenove Capital announces senior hire in response to client demand in Aberdeen
This recent appointment is the latest development in Cazenove Capital’s regional growth strategy.
12/06/2022
Ocorian appoints Private Client Executive Tracey Neuman
Tracey joins from Taylor Wessing in London where she specialised in tax and trusts advice for both UK and non-UK clients.
12/05/2022
A Firm Born From a UBS Spin-Off Gets New Board Member
Her research focuses on corporate governance, board governance, and organizational control.
12/05/2022
Lombard Odier Snaps Up LGT-Private Banker
With Kohler, the bank has found a substantial reinforcement for its domestic business in Zurich, said Andreas Arni, Head of Markets Switzerland.
12/05/2022
Alpha FMC Announces Appointment of Executive Director in Insurance Consulting
Tony is a senior figure in the financial services and insurance industry, with 30 years’ experience, having worked in the UK, Europe, the US and South Africa.
12/05/2022
Credit Suisse loses secondary-advisory executive to Baird
The rapid growth of adviser-led continuation funds has compelled growing numbers of investment banks to start secondaries businesses
12/05/2022
EFG recruits new head of private banking, Geneva
Lorenzo Romano was previously working as head of Europe, Middle East and Eastern Europe at Syz Group.
12/05/2022
Brett Engdahl and Bob Mulumudi join Deloitte financial advisory
Big Four firm Deloitte's financial advisory group provides strategic and financial services to clients through every phase of the economic cycle.