Investec Bank (Channel Islands)
The bank has appointed Jane Niles as chief executive.
She is taking over the role from Brendan Stewart, who is stepping down after five years.
Niles joined Investec in 2016, initially leading the corporate and family office segment, and more recently, acting as head of offshore real estate and head of lending.
Irwin Mitchell
The law firm and advice group has named Craig Marshall as group chief executive.
This is following the death of the firm’s former chief executive Andrew Tucker.
Marshall joined Irwin Mitchell in 2007 when the firm merged with Scottish law firm Golds before being appointed chief executive of Irwin Mitchell’s personal legal services division from 2014 to April 2021.
He then became group chief operating officer in 2021.
Legal & General Investment Management (LGIM)
The asset manager has named Pauline Plunkett as chief executive of its European operation and managing director of Ireland, subject to regulatory and board approvals.
She was previously head of insurance clients, having joined LGIM in March 2014.
Brown Shipley
The Quintet Private Bank subsidiary has hired Andrew Kyle as chief financial officer, subject to regulatory approval.
Kyle, who served as chief financial officer of Coutts for the previous five years, will join Brown Shipley in October 2023 as chief financial officer designate, working alongside the firm’s outgoing chief financial officer Andrew Curran, who will retire in March 2024 after serving at the UK private bank for over 20 years.
Standard Chartered
Mike Tan has joined the bank as global head of wealth planning and family advisory.
He was most recently part of the wealth advisory team at JP Morgan NA, Singapore.
Lombard Odier
The wealth manager has appointed Alexandre Meyer as managing partner.
Meyer joined Lombard Odier 25 years ago.
Annika Falkengren, who joined the group in 2017, has decided to step down as managing partner at the end of 2023.
MKC Wealth
The independent wealth management firm has appointed Rick Eling as managing director of its authorised investment management business MKC Investment Management.
He joins from Quilter, where he was latterly head of adviser propositions and spent four years as investment director of its advice network Quilter Financial Planning.
Alexander Peter Wealth Management
Claire Taylor has joined the advice firm as a transatlantic financial planner.
She was previously at Forth Capital, where she was an international planner.
Indosuez Wealth Management
The global wealth management arm of Crédit Agricole Group has named Emile Salawi as head of the Middle East.
He joined Indosuez Wealth Management in 2020 as head of key clients and family offices of CA Indosuez (Switzerland) SA.
EFG
The company has named Francesca Speroni as team leader and deputy head of private banking of EFG Private Bank, the UK private banking arm of EFG International.
Speroni has joined EFG from Credit Suisse, where she was a managing director and served as team leader UK for more than five years.
Earlier this year, EFG also hired Inbal Shiloach as client relationship officer focusing on Israeli ultra-high net worth individuals (UHNWI).
She joined the bank from Julius Baer, where she spent 12 years and most recently served as head of Israel out of London.
Vivian Yuen also joined EFG in London earlier this year as client relationship officer with responsibility for UHNWIs based in Hong Kong and Greater China.
She previously worked for Julius Baer Hong Kong, where she was most recently an associate manager serving private clients booked in Hong Kong, Singapore and Switzerland.
HSBC
The UK private banking arm has recruited a team of relationship managers in its London office.
Phil Aleppo will lead the team and joins from Credit Suisse where he led a team of ultra-high net worth and high net worth bankers in the UK domestic team.
Joining the team are Henri Etchegoyen, Brad Werner, Usmaan Aziz and Oliver Beasant.
Elsewhere, Lok Yim has been named as regional head of global private banking, Asia Pacific.
Yim joins HSBC on a designate basis on 1 November and commences formally on 1 January 2024, subject to regulatory approval.
Yim succeeds Siew Meng Tan, who is retiring after an almost forty-year career in banking.
He joins HSBC from Deutsche Bank where he spent 16 years, most recently as chief executive for Hong Kong SAR.
Belasko
The financial services provider has appointed Alex Le Prevost as associate director.
Le Prevost was previously at Suntera Global, where he was a senior trust manager.
UBS
Ulrike Hoffmann-Burchardi will join the firm’s chief investment office as head chief investment officer for equities, effective 23 October 2023.
Hoffmann-Burchardi joins from Tudor Investment Corporation, where she has been a partner and senior portfolio manager since 2009.
Holborn Assets
The Dubai-based firm is launching a major expansion of its residency and citizenship investment (RCBI) division.
It has appointed Pablo Ostrick to be the managing director of its RCBI unit, known as Holborn Pass.
In his new role, Ostrick will hire 25 advisers this year to work alongside the firm’s 250 wealth managers.
He was previously general manager of Holborn Pass.
Macquarie Asset Management
Henry Middleton has joined the firm as managing director and head of wealth distribution for Europe, the Middle East, Africa and Asia.
He was previously at Barings, where he most recently led its US institutional and global wealth distribution activities.
