11/21/2023
Morgan Stanley Promotes Jed Finn to Head of Wealth Management
Finn will assume his new role on January 1, 2024, as part of the division’s transition under Andy Saperstein.
Executive Moves
11/21/2023
Verona Kenny leaves 7IM in senior management restructure
Chris Justham and Russell Lancaster
11/21/2023
Anna Davies appointed Wealth Proposition Director at The Openwork Partnership
In her new role, Anna will work closely with Omnis Investments, the network’s asset management partner.
11/21/2023
UBS sends veterans to the Channel island of Jersey
The new Jersey boss can already look back on a quarter of a century at the big bank and took his first steps at UBS in wealth planning.
11/21/2023
RBC Brewin Dolphin hires director for UHNW arm
Richard Betts has been hired from J Safra Sarasin to join Brewin’s 1762 division, based near Mayfair.
11/21/2023
Citi announces the appointment of Carmen Haddad as Vice Chair, Middle East Wealth and Banking
Carmen is one of Citi’s most senior bankers in the Middle East with over 3 decades of banking experience
11/21/2023
AA-rated global macro PM and team exit GAM for alts shop
London-based alts specialist welcomes three-strong unit, who will retain control of existing fund on a delegated basis.
11/20/2023
Ex-Deutsche Banker Resurfaces at Multi-Family Office
In the role, he will focus on bolstering the firm’s ultra-high net worth individual (UHNWI) and family office franchise across Southeast Asia, Middle East and the UK.
11/20/2023
Mercer Names Head of Investment Sales for Asia
He will also further develop alternative investment activity in the region.
11/20/2023
Succession Wealth appoints head of M&A
He joins from PwC’s financial services advisory team, where he led the team’s wealth management advisory offering, working with clients on both the buy and sell side.
11/20/2023
Fahad Kamal appointed CIO at UK private bank Coutts-LinkedIn
The addition of Kamal comes alongside a number of staff changes at Coutts, including the addition of new chief financial officer Siobhan Boylan in September, the firm's website says.
11/20/2023
Evelyn Partners bolsters Leeds office with experienced investment manager appointment
He specialises in managing portfolios for charities and private clients and could be considered as one of the longest serving specialist charity managers in the region.
11/20/2023
Stonehage Fleming Appoints Head Of Family Office Guernsey
Prior to this Gillian was Director and Head of Fiduciary Services at Duncan Lawrie Private Banking, and Director at Abacus Trust Company.
11/20/2023
Advent International Appoints Wealth Management Executive Tricia Rothschild as Operating Partner
Rothschild spent more than 25 years at Morningstar, transforming the company from startup to a leading, global and publicly-listed provider of investment research software, data, and index solutions.
11/20/2023
7IM’s Verona Kenny leaves after 10 years, as FNZ’s MD joins
Russell Lancaster has been appointed MD of platforms and intermediary partnerships, while Chris Justham will be promoted to MD of intermediary solutions.
11/20/2023
State Street Global Advisors names new head of Emea
In her new role, Prendergast will report to President and CEO Yie-Hsin Hung and will continue to lead State Street Global Advisors Europe, Ltd.
11/17/2023
Schroders Personal Wealth appoints Head of Transformation
He will have accountability for the planning, implementation and management of change initiatives and for the framework used to deliver change and benefit realisation.
11/17/2023
Nomura scoops up Neuberger Berman’s Kapish Patel
Patel to be reunited with Julian Marks
11/17/2023
JPM Miami advisor joins Citi Private Bank’s UHNW LatAm lending unit
Manuel Al-Abdallah will provide lending solutions to Citi's ultra-high net worth private banking clients based in Latin America.
11/17/2023
Insigneo recruits int’l advisor vet from Merrill Lynch
Frank Fiore is the latest addition to the group's New York office which is led by former UBS executive Alfredo Maldonado.