Mass exodus from Indian wealth management firm
Thirty-three ‘top line execs’ have jumped ship to join a new venture
Julius Baer
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PEOPLE MOVES: Indosuez, Old Mutual, Vanguard
Indosuez appoints from within for chief executive, Old Mutual recruits from Aviva and Vanguard changes Australian leadership.
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PEOPLE MOVES: JP Morgan, Rothschild, Julius Baer
JP Morgan’s head of UK funds leaves the firm to “pursue other opportunities”, the chairman of Rothschild Investment Bank prepares to pass the reins over to his son and Julius Baer makes an appointment to its Guernsey branch management board.
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PEOPLE MOVES: FSCS, UBS Group, Julius Baer International
The UK’s lifeboat scheme has named a new chair, UBS Group has appointed a former Morgan Stanley chief executive to head up its Saudi ultra-high net worth business and Julius Baer International has hired five from Barclays Wealth and Investment Management.
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PEOPLE MOVES: Julius Baer, Deutsche Bank and MMI
Julius Baer appoints a managing director from Barclays, MMI makes significant changes to its leadership team and Deutsche Bank hires a head of UK client advisers.
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UBS man connected to Baer hot seat
Veteran private banker Jürg Zeltner, UBS’s wealth management chief excluding North America, has been touted as Boris Collardi’s successor as chief executive of Julius Baer.
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Swiss bank CEO switches allegiance from Baer to Pictet
High-profile chief executive Boris Collardi is switching Swiss banks, quitting Julius Baer for arch rivals Pictet.
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PEOPLE MOVES: Stephenson Harwood, Julius Baer, Intertrust
Stephenson Harwood appoints a new partner in Hong Kong, Julius Baer sees a senior exit in the Middle East and raids Barclays Wealth for UK expansion, Intertrust appoints Netherlands head and Brewin Dolphin appoints Axa’s Kellard as a non-exec director.
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PEOPLE MOVES: Brewin Dolphin, 1825, Julius Baer International
Brewin Dolphin has named its new chief operating officer, while Standard Life’s 1825 has poached a regional managing director from St James’s Place. Julius Baer International has appointed a head of compliance for the UK and Ireland.
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PEOPLE MOVES: Canaccord, Cigna, NN IP
Canaccord Genuity Wealth Management turned its attention to south-east Asia with its latest appointment. Cigna Global Health Benefits Europe strengthened its senior management team, while NN Investment Partners added three to its new responsible investment team.
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Former French budget minister jailed for tax evasion
Jerome Cahuzac, a cosmetic surgeon and former French budget minister tasked with cracking down on tax evasion, has been jailed for three years after he was found guilty of tax fraud and money laundering.
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PEOPLE MOVES: Julius Baer, US SEC, JP Morgan
Swiss private bank Julius Baer is reportedly hoovering up bankers from the defunct Singapore branch of BSI Bank. The US Securities and Exchange Commission has announced two more resignations, while JP Morgan Asset Management has created a chief executive and country head role in Australia.