People Moves

Who's Moving Where In Wealth Management? - ITI Capital, UBP, Others

Editorial Staff 24 April 2020

Who's Moving Where In Wealth Management? - ITI Capital, UBP, Others

The latest senior moves in wealth management and legal services from across Europe and the UK.

Union Bancaire Privée
Union Bancaire Privée has appointed Kier Boley as chief investment officer of alternative investment solutions, as well as co-head of this business segment. Boley will be based in London.

Boley previously spent 20 years at GAM, where he was head of alternative investments and managed discretionary investment mandates on behalf of institutions and ultra-high net worth family offices.

Alongside Boley, John Argi, based in Geneva, will have the role of co-head of alternative investment solutions and will oversee business development.

ITI Capital
ITI Capital, the London-based financial services provider for private clients and institutional investors, has named Leonardo Brummas Carvalho as group co-chief executive and CEO of its wealth management business. 

Carvalho brings more than 20 years of experience in the financial services industry to the role. He was previously CEO and country manager for Credit Suisse Panama, and most recently served as head of the emerging Europe team for Credit Suisse in London.

The firm is owned by Da Vinci Capital, a global private equity fund.

JTC
JTC has appointed Naro Zimmerman as associate director to its private client team in Guernsey.

In his new role Zimmerman will focus on managing clients and growing business in the Middle East region, as well as supporting clients with their UK real estate structuring needs, the firm said in a statement yesterday.

Zimmerman has more than 15 years’ experience in the fiduciary sector advising clients on complex multi-jurisdictional structures. 

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