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Executive Moves

04/09/2024

Quilter Cheviot International hires three financial planners

The advisers are supported by paraplanner Anastasia Smith.

04/08/2024

Schroders Wealth Management announces new global roles in Family Office, Impact and Philanthropy

This appointment will further enhance the experience of these important clients, many of whom have family members and interests across the world.

04/08/2024

Ivan Nikolov becomes Head Convertible Bonds at Fisch Asset Management

Previously, he worked as a convertible bond portfolio manager at Aberdeen Asset Management for four years.

04/08/2024

Reichmuth & Co is taking the next step in Germany

Her areas of expertise include regulatory auditing and supervision topics. She is also responsible for accounting, information technology, data protection and human resources.

04/08/2024

BlackRock Switzerland chair steps down after less than a year

Michael Rüdiger has stepped down as chair of BlackRock Asset Management Switzerland.

04/08/2024

Investment chief switches to Geneva multi-family office

Julien Etaix joins Novum Capital Partners after working at the Meyer Family Single Family Office.

04/08/2024

New lead partner appointed to Perpetual’s wealth management division

Most recently, she was the program director of the Champions of Change Coalition, and served as an executive officer of CEOs for Gender Equality Inc. for more than six years.

04/08/2024

Schroders Family Office Service stalwart Clare Anderson appointed global head

Anderson, previously UK head of Schroders Family Office Service, will now be responsible for coordinating services across the firm’s global wealth network

04/08/2024

Evelyn Partners adds new audit Partner to Bristol office

John’s main focus during his career has been working with dynamic mid-market businesses across a range sectors.

04/08/2024

Frank Troise Joins Broadridge to Lead Trading and Connectivity Solutions Business

His appointment comes on the heels of recent Broadridge milestones, including the launch of its Futures and Options platform.

04/05/2024

Deutsche Bank PB names emerging markets DPM head

The German giant has broadened an 11-year veteran's responsibilities in the region.

04/05/2024

Sanctuary Wealth Continues to Add Veteran Industry Executives to Leadership Team

Firm Taps Former Wells Fargo, UBS Executive Michael Goldfader to Lead West Coast Region and Michelle McIntyre as National Business Development Officer

04/05/2024

Scottish wealth manager expands its presence in Dundee

The hub provides bespoke services to the city’s growing sectors, including technology and life sciences.

04/05/2024

Morgan Stanley credit research team chief becomes CIO at Geneva boutique

Jackie Ineke started as CIO of Spring Investments at the start of the month after 23 years as head of the European financial credit research team at Morgan Stanley.

04/05/2024

BNP Paribas Wealth Management recruits fund selector in Frankfurt

Marco Benischke arrives at the firm from Düsseldorf financial adviser Laureus Privat Finanz.

04/04/2024

Citi Private Bank Miami vet joins Santander as senior LatAm advisor

The 20-year industry veteran is joining another former Citi Private Bank colleague at the Spanish group.

04/04/2024

UBS brings in co-head of important investment banking division in the USA

Feige will work for UBS in San Francisco starting in July.

04/04/2024

SEB appoints two domestic branch managers, plans to "future-proof" asset management arm

The second-largest asset manager in the Nordics is setting up branches in Denmark and Finland and has appointed two SEB veterans as brand managers.

04/04/2024

Markus Jaggi appointed new Head of Communications at FINMA

He will report directly to FINMA’s CEO.

04/04/2024

Financial Advisor Thomas Mains Joins UBS Private Wealth Management in Atlanta, GA

He joins an existing UBS Private Wealth advisor team, MLM Partners

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