11/14/2023
Bradesco Private Bank appoints Miami head of int’l sales
Mauricio Farias will lead and coordinate the Brazilian private bank’s commercial strategy, efforts and teams in both Miami and Luxembourg.
Executive Moves
11/14/2023
WRISE Nets Ex-Bank of Singapore Team Head
Previously, he also worked at Credit Suisse’s investment banking division and Grant Thornton as a certified public accountant.
11/14/2023
Payment specialist brings in digital experts from UBS
The appointee brings with him a lot of digitalization experience.
11/14/2023
Geneva-based banker takes over EAM business for SocGen PB Europe
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
Investec strengthens Birmingham office
Investment director Kirsty Cartwright joins Investec Wealth & Investment from RBC Brewin Dolphin in Birmingham
11/14/2023
Cetera Wealth Management introduces a new adviser
An established adviser joins Evershore Financial Group, part of Cetera, after leaving LPL Financial.
11/14/2023
Close Brothers AM restructures senior investment leadership
Creates five new top roles
11/14/2023
Investec strengthens Birmingham office
Investment director Kirsty Cartwright joins Investec Wealth & Investment from RBC Brewin Dolphin in Birmingham
11/14/2023
Davies adds award-winning wealth experts to Jersey leadership team
This expansion of the leadership team also increases the range services Davies offers to the Jersey market
11/13/2023
RBC Brewin Dolphin names fund research head
Shakhista Mukhamedova takes up the role next year, while Michael Paul will move to an investment management position
11/13/2023
Unigestion portfolio management head to depart
Prior to joining Unigestion, he was head of systematic equities at Lombard Odier.
11/10/2023
Cambridge Hires Former LPL Exec to Boost Acquisitions
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
HSBC AM Names Southeast Asia Chief
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
Nuveen appoints head of nature based solutions
Nick brings over 15 years’ experience in leading investment and technical advisory services across forestry, agriculture and climate finance.
11/10/2023
Jason Birnbaum appointed President of the Private Bank at Flagstar Bank, N.A.
Eric Howell to transition to a Non-Executive Advisory Role
11/10/2023
Investec Switzerland names head of HNW banking
Sonia Santos first joined the company at the start of this year.
11/09/2023
RBC Wealth Management promotes two RBC veterans to leadership roles
Courtney Duphorne will lead the Texas North Complex and Bill Boehm will lead the Minneapolis Complex
11/09/2023
Bergos appoints new chief economist from Berenberg
Newly-created position entails analysis of long-term economic trends and a key role on the investment committee.
11/09/2023
Sarasin & Partners names six new partners
Two in the charities team and four working with private clients
11/09/2023
Barclays Private Bank hires Deutsche product boss for key new post
Muriel Danis will take charge of investment services for private banking and wealth clients in the newly created role.