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.
Executive Moves
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.
12/05/2022
Sajid Javid in Pimco job talks
Javid is said to be in talks with the US fixed income giant alongside other banks and asset managers, after announcing his exit from politics on Friday.
12/05/2022
Rothschild & Co further expands its Wealth Management presence in German-speaking Switzerland, creating an additional Onshore Wealth Management team in Zurich
It also follows the successful acquisition and integration of Banque Pâris Bertrand last year, which strengthened Rothschild & Co’s position in the French-speaking Swiss Wealth Management market.
12/05/2022
Raymond James adds adviser to City hub
Raymond James has added an adviser to Harry Burnham and Jonathan Mack’s CityPoint office.
12/02/2022
A&M Scotland Asset Manager Briefing Note: Volume 27
An Introduction to New Team Member at A&M Taxand – Lewis McMillan, Analyst
12/02/2022
Lombard Odier hires new open architecture head
Former global head of hedge funds within HSBC’s alts arm to take on senior role, Citywire Selector understands.
12/02/2022
Josep Alvarez-Perez named Head of Bip xTech UK
He will now lead the firm’s technology centre, supporting clients to realise data-driven transformations.
12/02/2022
Grant Thornton appoints Isabel Thomas as Director in corporate tax
She will work closely alongside Grant Thornton’s multiple teams and services to ensure that businesses receive the specialised and multifaceted support they require.
12/02/2022
The Bank of London appoints Metro Bank's Marc Jenkins as UK CFO
He was also a member of the Bank’s Executive Committee, Board Audit Committee, Board Disclosure Committee, and Board Risk Committee.
12/02/2022
ZKB expands private banking team in Austria
She will mainly advise private customers in the city and state of Salzburg.
12/02/2022
EFG recruits new head of private banking
Lorenzo Romano was previously working as head of Europe, Middle East and Eastern Europe at Syz Group.
12/02/2022
Wealth Wizards names Ben Hampton as new chief executive
During his time at abrdn, he gained experience in advice, workplace pensions and wealth management built through roles in strategy, proposition, distribution and marketing.
12/01/2022
RBS International appoints Chief Risk Officer
She also has more than 16 years’ experience at State Street
12/01/2022
Ian Jensen-Humphreys and Sacha Chorley take on Quilter Cirilium Active portfolios
Ian and Sacha have built a strong track record since launching the Cirilium Blend range in 2019 through market cycles.