02/08/2022
iM Global Partner expands in EMEA
Simon joins iM Global Partner from Swiss Rock Asset Management, where he was head of sales and client relations.
Executive Moves
02/08/2022
Brewin Dolphin’s Edinburgh office grows team with new hire
His appointment further enhances the Edinburgh office’s investment management and financial planning capabilities.
02/08/2022
FWA appointments first President
She added that she looks forward to supporting the Alliance’s client-centric members and continuing to promote the company’s core value of Placing Families First.
02/08/2022
Deutsche Bank Eyes Florida Expansion
He will move to Miami from New York City as part of his new role
02/08/2022
GAM partners with asset manager
Plans to provide clients with access to privately-owned, late stage, high growth innovation companies.
02/08/2022
Ex-BNP Paribas WM joins Zwei Wealth
He takes over the management of customer mandates and is involved as a partner in the expansion of ZWEI Wealth in western Switzerland.
02/08/2022
J Safra Sarasin hires institutional and wholesale distribution head for Spain
She worked for Cortefiel Group (Tendam) as Head of Investor Relations, and in the private banking of Morgan Stanley SV SA in Spain.
02/08/2022
UBP Creates New Advisory Solutions Unit in Asia
The newly created advisory solutions team will sit under the investment services unit in Asia.
02/08/2022
Titan Wealth appoints Group Head of Sales
He will be responsible for managing all business origination and commercial proposition development across the full range of Titan Wealth’s businesses
02/07/2022
abrdn Appoints APAC Head of Institutional Clients
Based in Hong Kong, Tang will report to APAC chief executive Rene Buehlmann.
02/07/2022
J.P. MAM head of Australia funds departs
Head of the funds business for Australia and New Zealand David Hallifax will pursue other opportunities, the asset manager confirmed.
02/07/2022
Far-sighted succession planning at the top of Swisscom
The IT business in Switzerland has also grown strongly under his leadership, and we have expanded into areas such as cloud and security.
02/07/2022
Rothschild & Co continues UK growth
Alison will work closely with Rothschild & Co’s Global Advisory business, established in Leeds for more than 25 years.
02/04/2022
J.P. Morgan Asset Management’s local head of funds exits
The business is replacing Hallifax’s role with a new one titled head of wholesale, Australia and New Zealand.
02/04/2022
Morningstar Launches Wealth Management Solutions Group
New business unit, fortified with newly hired executives, unites capabilities across Morningstar
02/04/2022
LatAm wealth shop poaches rival director for Mexico biz
Inexco caters to affluent and high-net-worth clients, as well as financial intermediaries and their clients.
02/04/2022
Neuberger Berman hires client portfolio manager from Franklin Templeton
"With portfolio managers now located in Japan, China and more in Europe, along with advances to our global research, data science and ESG capabilities, we are building on our long history of equity management."
02/03/2022
Former Goldman Sachs VP Joins $1B Wealth Management Firm
Joins as Managing Director, Investment Advisor & Wealth Planner to Lead the new Newport Beach, CA Office
02/03/2022
Former XP wealth manager joins BTG Pactual
She previously spent more than two years at BTG Pactual, initially as a senior private banker and relationship manager for the firm based in São Paulo.
02/03/2022
Credit Suisse Loses Team Serving Wealthy Saudis
The team, who is joining the German lender from Credit Suisse, will work for Deutsche Bank's offshore desk in Geneva.