03/13/2023
Lausanne wealth management fintech to appoint new CEO
Pierre Masclet of Indosuez Wealth Management is set to become the new boss of digital service provider Azqore.
Executive Moves
03/13/2023
Further growth at Navigation Wealth Management
Navigation Wealth Management’s Kieran Bird and Georgina Snodgrass have been promoted from the Administrative Support team and are now Senior Administrators.
03/13/2023
Evelyn Partners appoints Head of Charity Business Development
The firm also offers a programme of thought leadership that provides senior managers and trustees with the tools they need to continue to run their organisations effectively.
03/10/2023
Compliance Head Leaving Credit Suisse
Gooding started his role in January last year and reported to Nita Patel, the group's chief compliance officer.
03/10/2023
Top 30 star exits boutique for RBC Brewin Dolphin
Ed Caswell joins RBC Brewin Dolphin as a charity investment manager.
03/10/2023
Zero Hash UK appoints former Gemini and Coinbase exec
Araba brings a wealth of regulatory and compliance experience across both crypto and fintech to scale Zero Hash’s expansion to Europe
03/10/2023
Provenir taps Vincent Camara as regional leader for France
Camara brings more than twenty years’ experience in sales, marketing and operations
03/09/2023
De Falco is new non-executive director of Banca Generali
The new director thus identified will serve until the shareholders' meeting called to approve the 2022 financial statements.
03/09/2023
Pacific Asset Management grows UK adviser solutions team
Elliott Kibble joins from LGT Wealth Management
03/09/2023
Oberon recruits WH Ireland investment manager
Mark Burtenshaw is the latest in a spate of departures from the firm
03/09/2023
Resignation of two board members
The process to replace the two departing Directors is ongoing in order to have the Board full again as soon as possible.
03/09/2023
Partners Group announces amendments to the composition of its Board of Directors and an addition to its Executive Team
The Board has nominated Gaëlle Olivier for election as a new independent member of the Board.
03/09/2023
Santander private banking veteran joins Mirabaud in Geneva
Alejandro Romano joined Mirabaud at the start of the month after nearly 23 years at Santander.
03/09/2023
One Swiss Bank to propose Lombard Odier veteran as chair
The current chair is looking to take her career in a new direction, after overseeing the bank’s merger with Banque Profil de Gestion.
03/09/2023
IQ-EQ appoints new Global Head of Private and Institutional Asset Owners
Previously, Ilias was Global Head of Relationship Management, Sales and Marketing at Alter Domus
03/08/2023
Sanlam snaps up Atlantic House sales director
Ben Hall will seek to grow the boutique’s relationships with IFAs and DFMs
03/08/2023
Nick Greenwood resigns from Premier Miton
Two months after co-manager left
03/08/2023
LSM creates new head of private equity role
She will report to LSM head of business development and market relationships Mark Stephenson and Liberty Mutual global private equity and mergers & acquisitions leader Amy Gross.
03/08/2023
Chameleon Asset Management to expand its executive management
Gianluca Biggi will be the new Co-CEO and Brian Mattmann will join the strategic committee of the FINMA-licensed manager for collective assets as an independent member of the Board of Directors.
03/08/2023
Senior Credit Suisse LatAm private banker departs Zurich office
Arlene Schuchard Steffen was catering to clients in Mexico.