06/22/2023
LGT Wealth India hires two from Credit Suisse India
LGT Wealth India has made two former Credit Suisse hires, amid ongoing integration with UBS.
Executive Moves
06/22/2023
GBST creates global cloud infrastructure role to shape its Software as a Service strategy
Previously, Ross was Head of Infrastructure at Bravura, where he developed the cloud proposition and worked with multiple clients to direct their transition to cloud technology.
06/22/2023
PineBridge Investments Appoints Mick Sweeney as Chief Executive Officer, EMEA
As part of his role, Mr. Sweeney also serves on PineBridge’s global senior leadership team.
06/21/2023
Rockefeller Asset Management Names Tim Skiendzielewski Associate Portfolio Manager, Expanding its Small and SMid Cap Investing Team
He also will support expansion of the firm’s Small and SMid Cap platform, including the launching of new strategies and vehicles.
06/21/2023
Mirabaud strengthens its wealth management division in the UK market
These new hires represent the latest part of Mirabaud Group’s expansion strategy to provide a strong commitment to its UK wealth management clients.
06/21/2023
Impax announces new co-portfolio manager for Asia funds
He joins the sustainable investment specialist from Macquarie Asset Management as long-term successor for David Li, who died last year.
06/21/2023
Financial Advisor Team Nautilus Wealth Management Joins UBS in La Jolla
Gregg and Jason are joined by Client Service Associate Saba Lak.
06/21/2023
Shannon McAllister joins UBS Private Wealth as Financial Advisor in Boston
She focuses on developing and overseeing every detail of successful client relationships, offering highly sophisticated goals-based financial advice on all aspects of her clients’ balance sheet.
06/21/2023
Evercore Wealth Management Names Neza Gallitano Managing Director, Wealth and Fiduciary Advisor
She is based in New York City and will work directly with ultra-high-net-worth client families and their other advisors, delivering comprehensive strategic wealth planning and fiduciary services.
06/21/2023
AssetCo CEO Campbell Fleming exits after ‘extremely demanding 20 months’
Fleming will not be replaced, as Martin Gilbert and Gary Marshall take on his responsibilities.
06/21/2023
LGT Wealth India’s hiring continues
At LGT Wealth India, he will be primarily responsible for managing all fixed income investments and developing debt PMS strategies.
06/21/2023
SEI Appoints Head of New Business Ventures
Appointment of Sneha Shah Reinforces SEI’s Commitment to Driving Growth through Innovation
06/21/2023
AA-rated long/short equity duo exit Liontrust
Ex-Majedie PMs Matthew Smith and Tom Morris have announced their resignation from the company, with the experienced pair set to take on fund.
06/21/2023
BS Snatches Three First Republic FAs from JPMorgan
The wirehouse has added a Boston-based advisor with annual production of about $2.3 million and a two-person team based in Southern California.
06/20/2023
Cazenove Capital announces new North West hire to support regional expansion
The team continues to experience strong client demand for Cazenove Capital’s comprehensive wealth management service.
06/20/2023
Lombard Odier Hires EAM Head in Asia
The Singapore office will act as a single point of access for Lombard Odier's global EAM partners and overall, the bank has eight dedicated EAM teams worldwide.
06/20/2023
JP Morgan Private Bank’s Singapore and southeast Asia head to leave
James Wey will be succeeded by Paul Thompson, who currently heads the Hong Kong and the Philippines team.
06/20/2023
Schroders Australia appoints new chief executive
Schroders explained the appointment is part of an important and future-focused evolution of the Australian business.
06/20/2023
Acrevis appoints new branch manager in Pfäffikon
He replaces the previous branch manager , Martina Bigliardi Möhr , who previously managed the location in addition to her function as manager of the Lake Zurich market area, as stated in a statement on Tuesday .
06/20/2023
Barclays appoints new senior transaction banking hires
In that role, she was responsible for Transaction Banking specialist sales, client consulting, client solution and integration teams, and the distribution arm of the Data & Analytics business, spanning the domestic and international markets.