07/14/2023
Sompo International expands Madrid office
She will be based in Sompo International’s new Madrid office, and will report to Adam Bergen, senior vice president, head of client management, global markets.
Executive Moves
07/13/2023
Deutsche Bank to cut senior roles in private bank reorganization
German retail head Lars Stoy will oversee wealth management and private banking in Germany
07/13/2023
Bergos brings former UBS banker into management
She will report to Managing Partner Markus Zwyssig .
07/13/2023
Hawksmoor appoints Chief Operating Officer
She brings more than 20 years of operational experience in regulated environments to her new role, with extensive experience in leading teams from established businesses looking to drive growth, and with others from a standing start.
07/13/2023
Julius Baer appoints Head of Change
Prior to that he spent 11 years at Praxis IFM, focusing on accountancy before moving into technology, systems and data.
07/12/2023
Quintet Private Bank names new CIO in wake of BlackRock deal
The new investment head will continue to lead the bank’s investment research activities.
07/12/2023
Aviva strengthens real assets research team with two hires
The team expands to seven people as Viktor Dietrich takes the post of research director and Rebecca Crocker joins as research analyst.
07/12/2023
Indosuez strengthens its team in Spain with the appointment of Raúl Sánchez
Indosuez Wealth Management strengthens its team in Spain with the appointment of Raúl Sánchez as Head of Special Transactions
07/12/2023
The Openwork Partnership hires SJP director
At SJP, she led the firm’s development programmes to support new professionals, and is a qualified adviser herself.
07/12/2023
Swiss Re's Board of Directors proposes Jacques de Vaucleroy for election as Chairman at next AGM in April 2024
Until the next AGM in April 2024, Jacques de Vaucleroy will continue to lead the Board of Directors in his current capacity as Vice Chairman.
07/12/2023
UBS Announces Latest Round of Personnel Decisions
By region, Thomas de Garidel and Tim Wannenmacher have been named co-heads of global Markets APAC, and in Europe, Middle East and Africa (EMEA), Paolo Croce gets the leadership role.
07/12/2023
Markus Pfister to succeed Felix Lenhard as COO of Vontobel
The appointment of Markus Pfister means that a proven banking expert with deep knowledge of Vontobel’s business and clients is taking on this key role.
07/12/2023
Industry insider Marco Fiorini takes on CEO role
Previously, he was responsible for institutional clients at the gold trading company Philoro Switzerland.
07/12/2023
Evelyn Partners continues growth of Birmingham team with Financial Planner appointment
Callum has worked in the financial planning profession since 2017 and most recently was a Personal Wealth Adviser at Schroders Personal Wealth.
07/12/2023
UBS Global Wealth Management adds to Manchester team
He will provide financial advice tailored to each client that covers a variety of areas including tax allowances and protection, retirement, and estate planning.
07/12/2023
Daniel Endres new Client Director at GAM Germany
He began his career in 2009 in fund sales at DNB Asset Management, most recently as Co-Head of International Sales.
07/11/2023
Hargreaves Lansdown adds former Coutts chief to board
He will take up his seat from 1st August
07/11/2023
EFG International appoints new Head of UK Region and CEO of EFG Private Bank Limited
He will also drive efforts to broaden the product and service offering in the UK Region and diversify revenue streams, as well as continuing to grow the Private Banking business in this strategically important market.
07/11/2023
Evelyn Partners makes senior appointment in Bristol financial planning team
Prior to that he worked for 11 years at Old Mill where he was Associate Director.
07/11/2023
EFG International appoints new Head of UK Region and CEO of EFG Private Bank Limited
In his new role, he will also serve as a member of EFG’s Global Business Committee.