10/15/2020
Mayfair-based boutique names two internal promotions
His new role helps to embed his processes and methodology throughout the investment culture at PBIM"
Executive Moves
10/15/2020
BNY Mellon Wealth Management Names Market President in Atlanta
His deep understanding and relationships across our business will be instrumental in supporting our Active Wealth management approach to help our clients achieve long-term financial success.
10/14/2020
Credit Suisse hires ex-BofA banker to target wealthy entrepreneurs
The 50-year-old Austrian is no stranger to Swiss banking.
10/14/2020
BNY Mellon Wealth Management Names Senior Client Strategist in Menlo Park, CA
Audrey brings substantial global business and financial services experience to this role
10/14/2020
Christian Meissner to assume senior role in the financial services industry, stepping down from Julius Baer Board of Directors
Christian Meissner was elected to the Board in May 2020.
10/14/2020
MFA’s Wealth Management Practice Announces Two New Partners
"Tim and Jeremy have demonstrated an extraordinary commitment to the futures of all those they represent, and we look forward to having them alongside us and our customers as true strategists and partners."
10/13/2020
Morgan Stanley Hires Merrill Lifer with $473-Mln Book in Illinois
The advisor, who joined Morgan Stanley with one of his two client associates, according to his new firm’s website, did not return a call for comment.
10/13/2020
SYZ Capital welcomes Gian Kull as Principal, Head of Special Situations & Uncorrelated Strategies
He will not only be managing portfolios, but will also be spearheading the sourcing and execution of some of the firm’s private market investments, reporting directly to Marc SYZ, CEO of SYZ Capital.
10/13/2020
Former Merrill Advisor Joins Seventy2 Platform
A spokesperson said that Dearie, formerly a senior financial advisor and vice president with the Lee Dearie Group at Merrill Lynch Wealth Management, brings a $60 million book of business to Seventy2 Capital.
10/13/2020
Premier Miton Investors makes three new hires from Legg Mason
Joe O'Donnell, Tom Hoyer Millar and Bradley Worsfold appointed
10/13/2020
Investec appoints new Belfast wealth head
In her new role, Leigh Yeaman replaces Samuel Brown, who retired last month.
10/12/2020
Bonham Carter steps down from Jupiter board for new role
Jupiter said the shake up would allow him "greater flexibility" to manage his portfolio of external appointments.
10/12/2020
Geneva boutique hires multi-asset strategies head for subsidiary
This is part of Quaero’s efforts to expand its multi-asset investment solutions after the launch of a global convertibles bond strategy in May.
10/11/2020
Seba Director Goh Jin Hian Bows Out Amid Scandal
Goh, who is the son of ex-Singapore leader Goh Chok Tong, is being pursued by IPP's biggest creditors, Maybank and Societé Générale.
10/09/2020
Cazenove Capital builds on its regional presence with key hires
Cazenove Capital has announced the appointment of five senior hires to boost its regional presence.
10/08/2020
ZEDRA creates new global head of funds role
The creation of the new global role highlights ZEDRA’s commitment to drive company growth by developing and investing in its funds administration services.
10/08/2020
Suntera Global Expands Jersey Management Team
In her new role, Sharon will be based out of the Suntera Jersey office and will be responsible for leading and developing the strategic direction of HR and its alignment to the wider business strategy.
10/08/2020
Hawksmoor adds to MPS team
He is an experienced and IFA-focused investment manager, based in Hawksmoor’s London office.
10/08/2020
Swiss firm launches in France with ex-Amundi PE chief hire
Capital Dynamics hires industry veteran Jean-Yves Lagache as part of expansion into France.
10/08/2020
Guinness hires family office salesman from Jupiter
Rupert Bonsor says Guinness’ focus on the long term and responsible investing is a good fit for wealthy investors