03/10/2022
BNY Mellon Announces Leadership Succession Plan
He has held numerous leadership positions over his tenure, including as CEO since September 2019.
Executive Moves
03/10/2022
Premier Wealth Advisors expands team
Prior to PWA, for more than 12 years, Ed was Managing Director and Head of Institutional Research for Imperial Capital, LLC.
03/09/2022
Man Group hires from PIMCO
He has also previously held roles with Westpac, RBS Global Banking & Markets and Deloitte.
03/09/2022
Northern Trust creates new APAC quant team
Prior to joining the asset manager, he spent 14 years at Russell Investments as portfolio manager and director of equity strategy and research.
03/09/2022
Barclays appoints MD, Senior Relationship Manager for Continental Europe
She will also collaborate with colleagues in Investment Banking, International Corporate Banking and Private Bank to deliver the full suite of Barclays products to this client set.
03/09/2022
PIMFA welcome Coutts and Co James Clarry to the Board
In his current role, he is focused on transforming the client journeys across the Coutts and NatWest affluent businesses.
03/09/2022
Bergos private banker moves to VP Bank
He joined the private banking western Europe team in February 2022.
03/09/2022
UBS Names Co-Heads of Asia-Pacific M&A
Brown to continue as bank’s co-leader of M&A Australasia
03/09/2022
Wealth manager hires from Charles Stanley
He spent six years at Collins Stewart as a fund manager
03/09/2022
ERI Bancaire appoints new Managing Director in Geneva
Benoît’s appointment will allow ERI to build upon its solid customer base to grow the business further by offering new services such as the recently launched SaaS solution.
03/09/2022
IWP creates chief people officer role ahead of recruitment push
She has extensive people and culture experience, having spent over twenty years in senior human resources roles within education, transport and financial services.
03/09/2022
Head of quant for BNP Paribas AM’s multi-asset arm exits
Long-serving index specialist steps down from French group.
03/08/2022
SEBA Bank appoints new CEO
He has 30 years of experience in building and transforming successful businesses and operations.
03/08/2022
Wealthspire Advisors Names Executive to Lead Family Office Initiative
Heather Flanagan joins from Rockefeller Capital Management
03/08/2022
Evercore Wealth Management Promotes Sebastian Granzo to Partner
He earlier worked for nine years at JPMorgan & Chase, Co., where he started his career and assumed a variety of roles with increasingly responsibility.
03/08/2022
BNY Mellon Wealth Management announces three executive promotions
They represent the best qualities within our staff, including deep wealth management expertise
03/08/2022
GoldenTree Asset Management Hires Head of Digital Asset Trading
The digital asset ecosystem is increasingly relevant for institutional investors.
03/08/2022
Merrill Lynch boosts South Florida wealth biz with Morgan Stanley hire
While at Morgan Stanley, she reported to market director and branch manager Natasha Stephanik who joined JP Morgan’s wealth management business in New York last year.
03/07/2022
WealthO2 makes five hires following software merger
The distribution team would be boosted by Peter Panigiris from Lumiant and Dennis Cargill from BT Funds Management.
03/07/2022
HBL appoints head of wealth management in UAE
Prior to joining HBL, Danial had served in senior positions in various regional and multinational banks.