People Moves

Who's Moving Where In Wealth Management? - Brooks Macdonald, Basler Kantonalbank

Editorial Staff 22 June 2018

Who's Moving Where In Wealth Management? - Brooks Macdonald, Basler Kantonalbank

The latest moves in wealth management across the UK, Europe, Middle East and Africa.

Brooks Macdonald
UK wealth manager Brooks Macdonald has appointed Simon Brookes as a director in its financial planning team.

Brookes has more than 15 years’ experience of providing counsel to high net worth private clients.

He joins from James Hambro & Partners. He is a Chartered Financial Planner, holds the Advanced Diploma in Financial Planning and is Fellow Member of the Personal Finance Society.

Basler Kantonalbank
Swiss banking group Basler Kantonalbank has appointed Regula Berger as head of legal and compliance and chief counsel, effective 1 October. Basler will also sit on the executive committee.

Berger will succeed Christian Schöniger, who has decided to retire after 20 years at the firm, it said in a statement.

She joins the Basel-based company from Zuercher Kantonalbank, where she was for more than a decade.

In her new role, she will take over Schöniger’s responsibility to deal with the firm’s tax disputes with the US authorities.

 

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