11/14/2023
Christophe Cantala, who previously headed financial intermediaries for the Swiss wealth management division at BNP Paribas, will focus on Societe Generale’s external asset managers in Switzerland, Luxembourg and Monaco.
11/14/2023
Investment director Kirsty Cartwright joins Investec Wealth & Investment from RBC Brewin Dolphin in Birmingham
11/14/2023
An established adviser joins Evershore Financial Group, part of Cetera, after leaving LPL Financial.
11/14/2023
Creates five new top roles
11/14/2023
Investment director Kirsty Cartwright joins Investec Wealth & Investment from RBC Brewin Dolphin in Birmingham
11/14/2023
This expansion of the leadership team also increases the range services Davies offers to the Jersey market
11/13/2023
Shakhista Mukhamedova takes up the role next year, while Michael Paul will move to an investment management position
11/13/2023
Prior to joining Unigestion, he was head of systematic equities at Lombard Odier.
11/10/2023
Dee Morgan will take a more proactive approach to acquisitions of both broker/dealers and RIAs, whether that's through minority, majority or 100% stakes.
11/10/2023
Based in Singapore, he will report to HSBC Asset Management CEO APAC and Hong Kong Daisy Ho as well as HSBC head of wealth and personal banking Singapore Ashmita Acharya.
11/10/2023
Nick brings over 15 years’ experience in leading investment and technical advisory services across forestry, agriculture and climate finance.
11/10/2023
Eric Howell to transition to a Non-Executive Advisory Role
11/10/2023
Sonia Santos first joined the company at the start of this year.
11/09/2023
Courtney Duphorne will lead the Texas North Complex and Bill Boehm will lead the Minneapolis Complex
11/09/2023
Newly-created position entails analysis of long-term economic trends and a key role on the investment committee.
11/09/2023
Two in the charities team and four working with private clients
11/09/2023
Muriel Danis will take charge of investment services for private banking and wealth clients in the newly created role.
11/09/2023
SEI Appoints Ian Love Head of Asset Management Business for UK, EMEA, and Asia
11/08/2023
Franklin Templeton has appointed Maximilian Beeck as head of wholesale Switzerland, effective 1 November 2023.
11/08/2023
Fund house brings in sector specialist with more than 20 years of industry experience to lead equity operation.