Managers of Wealth

Robo-adviser Wealthsimple appoints new UK CEO

Ms Murphree said the firm had “big ambitions” as a company and the right team, strategy and growth to deliver on its goal of “helping people secure a stronger financial future”.

Directorate changes at Close Brothers

The Board also announces that it has appointed Oliver Corbett, Independent Non-executive Director and Chair of the Audit Committee

Boutique appoints ex-UBS investment banker as structured products co-head

He joined from Privatam, where he was tasked with building up the firm’s operations in Switzerland.

GAM appoints head of institutional solutions

Jill brings 25 years’ experience in sales, business development, client relationship management and consultant relations.

ISP Group Appoints Former UBS Investment Banker

ISP Group, a Swiss wealth manager, has added a derivatives specialist to its structured products unit. The former UBS banker most recently worked for Privatam.

Crypto Firm Hires Operating Chief

Lucy Reynolds joins the 21Shares AG executive team as Chief Operating Officer

Vontobel hires international fintech expert to expand its digital business

He will take over the management of the global ‘Digital Investing’ Client Unit on October 5, 2020 and become a member of Vontobel’s Operating Committee.

Sir Brian Ivory appointed as Chairman of IPSX Group

He is currently Chairman of Marathon Asset Management and of Arcus European Infrastructure Fund and is also on the board of Insight Investment Management Ltd.

Oppenheimer & Co. Inc. Continues Growth Of Its Global Fixed Income Group With Seven Experienced Hires Added To The Team

Addition of Top Fixed Income Industry Talent Across North America and Europe Reflects Continued Investment in Resources to Capture New Growth Opportunities

Is It Time For A Bank For Women?

For instance, there are numerous accounts by female economists of how they have been denigrated in the academic job markets or through their careers.

Robertson Stephens Taps Raj Bhattacharyya As CEO

In his new role as CEO, Bhattacharyya will manage the firm's operational and growth strategy, both organic and inorganic, while continuing to advance its service offerings ranging from investments to financial planning.

Fieldpoint Private Names Johnny Gibson as Chief Investment Officer

Bank of America/U.S. Trust Veteran to Lead Firm’s Investment Research and Portfolio Allocation Effort

Ex-Deutsche Bank, Morgan Stanley MD hiring for family office

Yoshida is the CEO of a new London-based merchant banking and capital markets division at Reech Corporations.

7IM appoints new Chairman of the Board

This makes him ideally suited to the role of Chairman and we are delighted to welcome him to the board.

IQ-EQ names Head of Depositary, UK

Stuart will report to IQ-EQ’s Head of UK Fund Operations & Client Operations, Eoghan Harney

HSBC Global AM appoints head of ESG fixed income and green research

Mourahib joined HSBC in 2006 as an ESG Analyst

John Grandizio Promoted to Assistant Market Head of UBS Greater Florida

John has deep knowledge and expertise in working with business owners, financial institutions, real estate investors, and founders of technology startups.

The Mather Group, LLC Appoints Patrick Lawlor as President and Head of Mergers & Acquisitions

Lawlor held several positions during his 10+ year tenure at Leavitt Capital Management, eventually becoming President of the firm.

Lakeward takes sales manager from Vontobel

Lemann was most recently active as Head Financial Products & Advisory Zurich and Geneva in Vontobel's investment banking.

SGKB finds internal successor for CEO

After one year, he is to take over from Chairman of the Board of Directors Thomas Gutzwiller as a full member.

Executive Moves