11/17/2023
Schroders Personal Wealth appoints Head of Transformation
He will have accountability for the planning, implementation and management of change initiatives and for the framework used to deliver change and benefit realisation.
Executive Moves
11/17/2023
Nomura scoops up Neuberger Berman’s Kapish Patel
Patel to be reunited with Julian Marks
11/17/2023
JPM Miami advisor joins Citi Private Bank’s UHNW LatAm lending unit
Manuel Al-Abdallah will provide lending solutions to Citi's ultra-high net worth private banking clients based in Latin America.
11/17/2023
Insigneo recruits int’l advisor vet from Merrill Lynch
Frank Fiore is the latest addition to the group's New York office which is led by former UBS executive Alfredo Maldonado.
11/17/2023
Zug fund management brings in ex-manager from Blackrock Switzerland
Studer is moving from the Swiss branch of the world's largest fund house Blackrock to PMG.
11/17/2023
Geneva IAM hires private banker to head client services
Julie Mouton-Arnold has left BIL Suisse to join Baseline Wealth Management in October.
11/16/2023
Sionic adds Richard Dodds to wealth management practice
He arrives from State Street, with 25 years of industry and consulting experience.
11/16/2023
Northern Trust Asset Management Names New International Head of Quantitative Strategies
He will report to Michael Hunstad
11/16/2023
Andrew Forrest charges into asset management with Fortescue Capital
Based in New York, Fortescue Capital will be led by Robert Tichio, who spent more than 17 years and raised about $US43 billion at private equity firm Riverstone Holdings.
11/16/2023
Maya Joelson Joins Savvy Advisors as Founding Principal Wealth Manager and Global Investment Strategist
The Harvard-trained economist will lend her international markets insight to help the firm’s clients achieve their long-term financial goals
11/16/2023
Close Brothers AM poaches senior investment manager from Evelyn Partners
Sally Fawcitt joins
11/16/2023
Canaccord targets advisers with Abrdn and M&G Wealth hires
Toby Gower and Francis Walker join CGWM as business development directors to help increase the wealth firm’s advice reach in the north and southwest.
11/16/2023
Bantleon brings in risk managers from Swiss private bank
Michelberger has been working in the Swiss financial industry for more than eleven years.
11/16/2023
FNZ hires ex-Iress boss as chief customer officer
His appointment had been part of a major overhaul of Iress UK’s operating structure and senior management team.
11/16/2023
Team exits Credit Suisse to launch IAM in Solothurn
Departing group are led by chair Urs Lysser, who was most recently a managing director at the giant bank.
11/16/2023
EdR evaluates candidates after fund selector departs
Head of fund research Laurent Chevallier will fill the vacated role on an interim basis.
11/16/2023
Aberdein Considine hires Compliance Director for Wealth Management business
During her career Sally gained a broad range of experience and skills with a number of financial services organisations including Bank of Scotland and Welcome Financial Services.
11/15/2023
Manulife cuts 250 jobs in asset management and wealth unit
Financial firms are continuing to reduce headcount in response to mounting economic and geopolitical uncertainties, higher rates and a slower pace of dealmaking.
11/15/2023
Pacific Asset Management expands Adviser Solutions team
With the hire of a new director
11/15/2023
Deutsche Bank appoints CEO for Deutsche Bank UK and Ireland
She will report to Fabrizio Campelli