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Executive Moves

02/16/2024

JP Morgan Private Bank names international fixed income and multi-asset research head

Alejandro Gonzalez promoted

02/15/2024

NatWest Group CEO Appointment

Paul Thwaite appointed as NatWest Group CEO.

02/15/2024

$900bn private markets firm Hamilton Lane hires LatAm wealth head

Sebastian Ochagavia has joined the group from third-party marketer Davinci Trusted Partner.

02/15/2024

BNP Paribas Exane Grows Global Team with Five Senior US Analyst Appointments

BNP Paribas Exane has been ranked the #1 industry research provider in Europe

02/15/2024

CHF 15bn fund group overhauls management at newly bought boutique

Fairway Asset Management invests in both public and private markets.

02/14/2024

Santander Swiss portfolio management head joins family office

José Alvarez has worked at banks including Credit Suisse and HSBC in a long career.

02/14/2024

Wealth Solutions Report Names Veteran Journalist Jeff Berman Contributing Editor

Addition Of Seasoned Wealth Management Industry Reporter Reflects Digital Outlet's Robust Growth And Commitment To Delivery Of High Quality, Insights-Driven And Objective Editorial Content

02/14/2024

Macquarie Asset Management makes senior appointment to expand green investments offering

Elise returns to Macquarie Group as a Senior Managing Director and Head of Wealth for MAM Green Investments.

02/14/2024

Suntera Global Bolsters Jersey Team with Client Services Director Appointment

Global financial services provider has announced appointment of new Director within its Jersey Private Wealth team to support continued growth.

02/14/2024

Liontrust hires sustainable investment analyst duo from Ninety One and abrdn

Connor Godsell and Linnea Bengtsson

02/14/2024

Janus Henderson taps ex-Fidelity head of APAC equities research for China role

Victoria Mio joins

02/13/2024

$2 Billion Advisor Team Joins UBS in Paramus, New Jersey

The team will be located in the Paramus, New Jersey Private Wealth Management office of UBS, managed by Market Director Adam Kamm.

02/13/2024

Itaú Private Bank fortifies its global structure

Itaú Private Bank enhanced its global framework and employed a fresh hire

02/13/2024

Hurst Point Group Year End Update And Announcement Of A Group Reorganization And Personnel Changes

The Board has expressed its sincere gratitude to both White and Kerrison for their hard work and contribution to the Group.

02/13/2024

JTC Promotes Mark Fleming to Jersey Private Client Head

He is a Fellow of the Institute of Chartered Accountants in England and Wales and a member of the Society of Trust and Estate Practitioners.

02/13/2024

Value Partners Group promotes Thomas Legendre to Associate Director, EMEA Business

In his new role, Thomas will continue supporting the team in London while also helping the Group to expand its distribution capabilities, notably across Switzerland.

02/13/2024

SGKB hunts for new boss for 10-person private banking team

The Zurich-based role will help expand the bank’s business with wealthy international clients.

02/13/2024

Investec names ESG lead for alternative investments

Alicia Forry promoted

02/13/2024

Merrill Signs JPMorgan Private Banker Managing Nearly $9 Billion in Los Angeles

The move does not appear to reflect a change in recruiting strategy at Merrill

02/13/2024

Sedulo Wealth recruits Leeds financial adviser

Sedulo Wealth has also announced that its funds under management (FUM) have broken the £270m barrier.

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