07/12/2023
Evelyn Partners continues growth of Birmingham team with Financial Planner appointment
Callum has worked in the financial planning profession since 2017 and most recently was a Personal Wealth Adviser at Schroders Personal Wealth.
Executive Moves
07/12/2023
Alternative risk premia team exits GAM
The departures come after GAM closed its Alternative Risk Premia fund earlier in the year.
07/12/2023
UBS Global Wealth Management adds to Manchester team
He will provide financial advice tailored to each client that covers a variety of areas including tax allowances and protection, retirement, and estate planning.
07/12/2023
Senior Wealth Partner joins Integritas Wealth Partners growing team
The appointment demonstrates the ability of our growing firm to attract and retain talent, and the commitment we have to serve our clients and partners here in Jersey and beyond”.
07/12/2023
Daniel Endres new Client Director at GAM Germany
He began his career in 2009 in fund sales at DNB Asset Management, most recently as Co-Head of International Sales.
07/11/2023
Morgan Stanley int’l wealth boss Greg Gatesman exits
Elizabeth Dennis is taking over Gatesman's responsibilities, sources said.
07/11/2023
Hargreaves Lansdown adds former Coutts chief to board
He will take up his seat from 1st August
07/11/2023
EFG International appoints new Head of UK Region and CEO of EFG Private Bank Limited
He will also drive efforts to broaden the product and service offering in the UK Region and diversify revenue streams, as well as continuing to grow the Private Banking business in this strategically important market.
07/11/2023
Partners Group Hires Australia Head of Private Equity
He previously worked at ANZ, Renaissance Capital and KPMG.
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.
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.