07/17/2023
Stonehage Fleming announces CI compliance appointments
Candice Price has been appointed as Head of Risk and Compliance in Guernsey.
Executive Moves
07/17/2023
Deutsche Bank Implements Senior Changes in Private Banking Division, Introduces New Product Division
The private banking activities will now be divided into five main areas, with the incorporation of wealth management offerings in different regions alongside personal banking in Germany.
07/17/2023
FTI Consulting hires senior managing director
Prior to joining FTI, Dobson was the head of group corporate citizenship at Standard Bank, Africa’s largest bank
07/17/2023
Stonehage Fleming makes risk and compliance appointments across Channel Islands offices
Paul Le Bihan, a director in the risk and compliance team, has been promoted to Head of Risk and Compliance in Jersey.
07/14/2023
Deutsche Bank creates new product division amid senior PB changes
The new management structure puts an emphasis on connecting wealth and corporate banking services for UHNW clients as part of the ‘one bank’ offering.
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.
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.