07/11/2023
Evelyn Partners makes senior appointment in Bristol financial planning team
Prior to that he worked for 11 years at Old Mill where he was Associate Director.
Executive Moves
07/11/2023
FINBOURNE appoints former BNP Paribas Securities Services head to lead Product Marketing and Solution Positioning
This appointment demonstrates the company’s commitment to rolling out best-in-class data management solutions to empower the financial services sector.
07/10/2023
Conyers Associate Expands Practice Area into Wills and Estates
Anne moved into wills and estates work at Conyers after the retirement of Senior Attorney Harry Kessaram earlier this year.
07/10/2023
GoldenTree Asset Management Hires Principal in Newport Beach, CA
He will report to Kathy Sutherland, Chief Executive Officer and Partner at GoldenTree.
07/10/2023
Bank Linth’s private clients head joins Raiffeisen
Markus Rauber, who spent 16 years at Bank Linth, departs as the company restructures after its purchase by Liechtensteinische Landesbank.
07/10/2023
Raiffeisen appoints investment advisory head
Yvan Roduit is an internal promotion, and his previous position is still vacant.
07/10/2023
New Commercial Director joins ZEDRA’s Fund Solutions team
He will be reporting to Wim Ritz, Global Head of Funds.
07/10/2023
Eight Wealth Appoints Head of Tax and Estate Planning
Her primary focus will be to deliver personalized advice to affluent clients in the region and provide highly tailored services to high-net-worth individuals living and working overseas.
07/10/2023
LPL Financial Welcomes 509 Wealth Management
He reported having served approximately $400 million in advisory, brokerage and retirement plan assets*, and joins LPL from Ameriprise.
07/07/2023
UBS names new head of LatAm wealth management
Credit Suisse's former Latin America head Marcello Chilov is taking over from Sylvia Coutinho who has been promoted to a new senior role.
07/07/2023
GoldenTree Asset Management Announces Chief Talent Officer
She previously served as a Senior Principal at ghSMART, supporting investors and CEOs on key leadership and organizational challenges, including management due diligence and leadership succession.
07/07/2023
NewEdge Wealth Adds to Growing Miami Office With Former Wellington Management Equity Portfolio Manager
Gregory Pool Joins Eight-Member NewEdge Team in Brickell Neighborhood
07/07/2023
UBS Wealth Unit Appoints CS Bankers to Top Roles
This includes the appointment of five ex-Credit Suisse bankers to senior roles in the Asia Pacific region.
07/07/2023
Top 100 star steps down from wealth boutique she co-founded
Citywire Top 100 fund selector Julia Warrander has left her role at Affinity Private Wealth 12 years after founding the business.
07/07/2023
Rothschild & Co appoints Strategic Adviser in North America
Senior appointment supports continued growth of Global Advisory business.
07/07/2023
Financial Gravity Welcomes New Family Office Director Diane Gibson
She has expertise in tax preparation and planning and works with clients to optimize their tax planning, compliance, and financial strategies.
07/07/2023
BBVA Switzerland Adds Blockchain Specialist
The bank sees traditional and digital assets coexisting in the future and is reinforcing the new business line two years after going live with a crypto offering for its private clients.
07/06/2023
Brooks Macdonald appoints Matthew Wintour to newly created Head of International Distribution role
In this newly created role, Matthew will spearhead efforts to drive revenue acceleration, achieve profitable growth and expand market share.
07/06/2023
Integritas appoints Richard Gomersall as Senior Wealth Partner
He joins after five years at Rathbones Group, latterly as Head of Client Development.
07/06/2023
Nucleus appoints Strategic Account Director
Prior to this he spent 5 years at Aberdeen Standard Investments as 3rd Party & Major Distribution Director and has also held senior roles at AXA Elevate and Cofunds Ltd.