05/26/2023
Jefferies boosts Miami wealth team with int'l advisor hire
Eric Anthony Platt, a former fund sales specialist for M&G, was hired by Jefferies this week for a wealth management post in Miami.
Executive Moves
05/26/2023
Pacific Asset Management Appoints Global Head of Institutional Sales
She will report to Chief Executive, Matthew Lamb, and will join as a Partner and member of the Executive Committee.
05/26/2023
Toby Glover appointed CEO of Schroders Wealth US
Toby Glover brings over 14 years of experience in wealth management and previously held senior roles at Cazenove Capital, the UK wealth management arm of Schroders.
05/26/2023
Schroders continues expansion of UK LDI team
Owen Davies joins from Russell Investments and Sunil Patel from Willis Towers Watson.
05/26/2023
Barclays Switzerland appoints Lombard Odier veteran as chairman
Henry Fischel-Bock has more than 30 years' experience leading international private banking teams.
05/26/2023
Armstrong Watson Financial Planning and Wealth Management appoints new Managing Director
It comes as the firm also announces Senior Financial Planning Manager Justin Rourke’s promotion to Financial Planning Director - Head of Advice.
05/25/2023
Schroders Personal Wealth appoints Justin Blower as Regional Director
Prior to joining SPW, Justin held the role of Sales Director at M&G Wealth where he led the Platform Distribution Teams for over seven years.
05/25/2023
Weatherbys Banking Group names new chairman, NED and CEO
Roger, who became CEO in 2000, will take over from current chairman David Bellamy, who is stepping down in March 2024 after six years in the role.
05/25/2023
Santander AM makes Pictet and APG hires for senior roles
The Spanish asset manager has appointed new leads for its asset allocation and multi-asset divisions.
05/25/2023
Lombard Odier hires veteran private banker from family office
Amit Ben Sira will be based in Zurich as market head for Israel.
05/25/2023
Partners Group announces amendments to the composition of its Executive Team
Hans Ploos van Amstel will transition from the Chief Financial Officer (CFO) role into an Advisory Partner function.
05/25/2023
Oberon Investments poaches Atomos 30 Under 30 star
Oberon Investments has expanded its investment management team with the hire of Citywire 30 Under 30 Star, Harry Finster.
05/25/2023
Barclays announces new leadership for Global Equities
Scott McDavid appointed Global Head of Equities, and Ronnie Wexler appointed Global Head of Equities Distribution.
05/25/2023
Ocorian appoints new Chief Information Officer
With a track record leading technology delivery for financial and professional services firms in London, Sydney and the Cayman Islands, Stuart is based in Jersey.
05/24/2023
Santander Private Bank hires Citi alts specialist in Miami
Rodolfo Bessa joined the firm this month after exiting Citi in April after five years
05/24/2023
Savvy Wealth Welcomes Vamsi Yadlapati to Board of Advisors
Wealth management M&A veteran to lend strategic insights, help guide growth strategy
05/24/2023
Ex-Sanlam Wealth MPS head joins digital asset manager
Former Sanlam Wealth (now Atomos) MPS head Barry Cowen is one of two key hires by digital investment firm Collidr.
05/24/2023
Goldman Sachs Asset Management Names Co-Head of Public Investing Group
Along with other changes, GSAM announced Tuesday that Greg Calnon will lead the $2.4 trillion business with Ashish Shah.
05/24/2023
Zeno Staub intends to become more actively involved in Swiss politics
Zeno Staub will wait for one year before standing for election as an ordinary member of the Board of Directors of Vontobel at the General Meeting of Shareholders 2025
05/24/2023
Schroders Personal Wealth hires M&G Wealth sales director Justin Blower
Blower has joined SPW as regional director for the south and south Wales, Citywire Wealth Manager has learned.