06/01/2023
Laura Harrison Ward joins as managing director, wealth advisor in San Francisco, and Mark N. Warren and John D. Warren join as managing directors, wealth advisors in Denver.
06/01/2023
Throughout her career, Grace has successfully managed and implemented complex human resources programmes and learning and development projects.
06/01/2023
The team now forms part of the Raymond James’s South Florida
06/01/2023
She was promoted to senior associate in 2016 and became a legal director in 2020.
06/01/2023
Prior to that, he spent nine years working for Bravura and eight at DST Global Solutions (now SS&C Technology).
06/01/2023
German bank scales up wealth management team serving Latin American clients from Switzerland.
06/01/2023
He joins the firm with over 30 years of experience in the financial industry and has been in Asia for the past 23 years.
06/01/2023
Primus is to become a central link between the areas of wealth management and corporate & institutional banking
05/31/2023
Juan Andrés Gutiérrez Bacci is joining from Colombian investment bank Visum.
05/31/2023
The company is interviewing for the COO role that had been occupied by departing co-founder Ed Swenson.
05/31/2023
Connie Sin has resigned as managed investments head, less than a year into the role.
05/31/2023
Former Signature Bank team joins one of Atria's subsidiaries' largest branches, American Investment Planners, to continue growth momentum
05/31/2023
Fidelity’s emerging market debt team reshuffle prompts concern from Morningstar analysts.
05/31/2023
As part of this potential restructuring, there are considerations regarding replacing chief financial officer Alberto De Paoli, who has served as Enel’s CFO for nearly a decade.
05/31/2023
Giles Money manages two funds at J Safra Sarasin but will join Allianz in August as the chief investment officer of its new global sustainability/SRI equity team.
05/31/2023
She has worked with a diverse range of businesses and sectors, including Aegon, easyJet, Three, Orange (EE) and Next plc, supporting companies with scalability and global expansion.
05/31/2023
The Bermuda-based company’s current chief executive officer takes executive chair responsibilities.
05/30/2023
Gabriele Klass brings more than 28 years of experience in the financial industry.
05/30/2023
Prior to that, he held the role of Brown Shipley CEO for four years, where he oversaw a £1bn AUM business integration, increased profitability and completed a strategic technology re-platforming.
05/30/2023
As Connection Capital’s new chief investment officer, Mowlem will be in charge of establishing and managing the company’s direct investment, co-investment, and alternative funds product lines.