06/27/2023
Avendus Wealth Management CEO steps down
Nitin Singh has stepped down to pursue a new opportunity, prompting a reshuffle of the group’s management responsibilities.
Executive Moves
06/27/2023
Financial Advisors Mark Alibrandi and Stephen Alibrandi Join UBS Private Wealth in Boston
Mark and Stephen join the UBS Greater Boston Market managed by Jim Ducey, and will be located in the Boston Private Wealth Management office, reporting to Market Director Max Bardeen.
06/27/2023
Julius Baer Guernsey appoints James Swaisland as Chief Risk Officer
In his new role, James will be responsible for the management and control of market, operational, compliance and legal risks related to the Guernsey branch.
06/27/2023
Close Brothers AM adds investment director
Marcus Vertue joins its London head office
06/26/2023
Barclays announces key appointments in Global Macro
Jerry was previously Global Head of FX Options Trading at Barclays and is taking on this expanded role.
06/26/2023
Schroders hires Tim Sargisson to run Benchmark Financial Planning
He had been chief executive of Sandringham since 2015 and before that was chief executive of James Hay where he was involved in its sale from Santander to IFG Group.
06/26/2023
Fairstone appoints CFO amid finance team reshuffle
Fairstone has over 50 locations across the UK with a head office in Newcastle and a large London presence in its City office.
06/26/2023
Bank Syz hires ex-Goldman banker to lead Middle Eastern business
The new hire joins as an equity partner and brings many years of experience working with wealthy clients in the region at Goldman Sachs and UBS.
06/23/2023
Annual Conference of SSF And Christine Gugolz joins SSF Board
In addition, SSF members elected Christine Gugolz, an experienced sustainability specialist from UBS, to its board.
06/23/2023
Wealth Wizards CEO joins advice-guidance review working group
The review will enable the Treasury and FCA to gather a detailed understanding of how the boundary is operating and what the impact is on consumers.
06/22/2023
BNP Paribas Streamlines Asia Wealth Leadership
In the role, Lee reports to BNP Paribas Wealth Management APAC CEO Arnaud Tellier as well as BNP Paribas Hong Kong CEO Hugo Leung.
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.
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.