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PEOPLE MOVES: HSBC, Credit Suisse, Affinity Private Wealth - Vimarsana News

PEOPLE MOVES: HSBC, Credit Suisse, Affinity Private Wealth

Bank makes triple change in wealth unit, while Swiss group names COO of UK operation HSBC The banking group has made three senior appointments in its wealth and personal banking investment unit. Effective immediately, Willem Sels will be global chief investment officer of private banking and wealth management, while Jan-Marc Fergg will be global head of wealth products, ESG and mutual funds, and Patrick Boumalham takes on the role of global head of ultra-high net worth solutions. Since joining HSBC in 2009, Sels was a fixed income strategist and the global chief market strategist for private ...

Naughty or nice: Who made our 2020 list? - Vimarsana News

Naughty or nice: Who made our 2020 list?

Naughty or nice: Who made our 2020 list? Checking it twice... Professional Adviser Father Christmas should already know which children have been good and bad this year, but he may need a nudge when it comes to financial services folks. So in the spirit of the season, PA has given the man in the red suit (and hopefully matching mask) a helping hand and compiled a list of those in the sector we believe have made the nice list - and those who may not have been so fortunate... Will it be a stocking filled with hand sanitiser for those who behaved? Or a stocking stuffed with lockdown fines for tho...