11/10/2022
London boutique founder moves to Man Group
Sof Yiannakas will join Man GLG to lead a long/short fund with support from two managers.
Executive Moves
11/10/2022
Private Banking: Appointments of Dorothée Watine and Jean-Nicolas Schweigert
Dorothée Watine and Jean-Nicolas Schweigert became members of the management committee of private banking in France on the same date.
11/10/2022
Merryn Somerset Webb stands down from Netwealth board
The Financial Times columnist is standing down after four years on the digital wealth firm's board.
11/10/2022
Hargreaves Lansdown hires chief client and commercial officer
He brings considerable digital transformation experience in client experience, product development and performance efficiencies across financial services and technology businesses.
11/10/2022
Julius Baer Adds Team to Grow Northern India Business
Julius Baer is in the midst of a five-year transformation strategy in India with the aim of expanding its onshore wealth management business.
11/10/2022
Lombard Odier PM joins Credit Suisse AM as Swiss equity head
Damian Burkhardt has joined from Lombard Odier.
11/10/2022
Hargreaves hires Barclays tech heavyweight as commercial boss
Revealed: Ruchir Rodrigues joins the firm after almost a decade with Barclays, where he served as divisional business head for its next-generation commerce platform
11/10/2022
AHR poaches former Quilter International and Utmost veteran
He has worked for 36 years on the intermediary side of the industry
11/10/2022
Credit Suisse revamps Asia-Pacific wealth management team
The appointments came after Young Jin Yee, Cavalli’s deputy, left to join Deutsche Bank.
11/10/2022
Credit Suisse announces new head of product within asset management division
Ebner is scheduled to take on the new role on Nov. 21 and will be stationed in New York.
11/09/2022
Wealth Management Team Led by Marc Koch and Christopher Walters Joins First Republic
The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
11/09/2022
Titan Wealth appoints new head of portfolio management
He also chaired the firm's Investment Committee and was a voting member of the Fund Selection Committee.
11/09/2022
RBC Wealth Management Names Asia COO
Previously, he also led RBC Wealth Management’s credit team in Singapore as well as the regional lending team in the UK.
11/09/2022
EQ Investors lose second CEO this year
Nath Papadacis has left the firm after a brief stint as joint CEO.
11/09/2022
Abrdn EMEA sales boss exits
Stuart McGlynn, veteran sales manager at Abrdn, will be leaving the firm after over two decades.
11/08/2022
Nuveen taps Allianz GI for new UK wealth sales director
Harry Bush joins
11/08/2022
Credit Suisse Loses Trio of South Asia Private Bankers
The three private bankers covered the Pakistan market with Kharal as the team head.
11/08/2022
HIGHVERN welcomes Guernsey Advocate to the group
Kerrie is a Guernsey Advocate with over 18 years of experience working in leading offshore law firms in Guernsey and Jersey.
11/08/2022
Geoffroy Vermeire appointed Managing Director of Lombard Odier in Belgium
In his previous professional experience, he has held leading executive and non-executive positions within the Delta Lloyd Group in asset management, brokerage and private banking in Belgium and the Netherlands.
11/08/2022
RBC Brewin Dolphin adds to intermediary team
Wealth manager RBC Brewin Dolphin has added to its intermediary team with the appointment of James Clark as nationals & networks development manager.