08/11/2020
Berenberg strengthens currency overlay management unit
German group appoints trio of senior portfolio managers for its wealth and asset management arm.
Executive Moves
08/11/2020
CHF 140m UBS Miami duo are latest to exit
Cristina Mendez and Zoraida Diaz are the latest advisors to leave UBS following a crackdown on Venezuelan client accounts.
08/10/2020
Wealthify hires head of fund selection from family office
Kyle Cox joins the Welsh digital wealth firm from Cape Town-based family office Marr Holdings.
08/10/2020
WM announces new management team and fund range
There are new appointments to the executive board and the board of directors.
08/10/2020
C Hoare boosts Cambridge team with NatWest hire
The private bank has appointed Hayley Layt as a relationship manager in Cambridge, following the office’s launch last March.
08/07/2020
DBS Private Bank Names Fund Selection Head
Prior to joining DBS, Ng was with Bank of Singapore for eight years where he was responsible for the cash equity, bond, fund and private equity research teams alongside product marketing.
08/07/2020
EdRAM emerging market debt PM leaves
Fixed income chief moved in to support on developing world strategies.
08/07/2020
Top Brazil gatekeeper exits Julius Baer for WM specialising in alternatives
The Swiss group’s family office has lost an experienced manager researcher who was a specialist in offshore and alternatives investment strategies.
08/07/2020
EdRAM emerging market debt PM leaves
Fixed income chief moved in to support on developing world strategies.
08/06/2020
International wealth management firm hires new analyst
At Spearvest, I immediately felt the commitment of the whole company to serve our clients
08/06/2020
Alex Wade to leave AMP
Wade has been with AMP for less than two years, having joined in December 2018 as group executive, advice and New Zealand.
08/06/2020
Two senior promotions in Ogier's Private Wealth team in Guernsey
Both Chris's and Alice's drive and vast knowledge have been instrumental in their achieving and surpassing the desired results for clients, whether that be in contentious or non-contentious matters, earning them the coveted 'trusted adviser
08/06/2020
Pictet WM executive leaves for German AM
He was most recently head of wealth management for Pictet & Cie (Europe) in Frankfurt.
08/06/2020
International wealth management firm hires new analyst
Killian Doswald will be bringing expertise in deep regulatory change and developed financial markets to his new role at Spearvest.
08/06/2020
Cresset Hires Randy Conte as Chief Operating Officer of Cresset Asset Management
Conte brings extensive leadership experience in the financial services industry, with previous roles as President of Parkway Bank and Trust, and COO / CFO of MB Financial Bank.
08/06/2020
HSBC Gam head of multi-asset departs amid reshuffle
Ashley Reid had headed up the multi-asset team for the last three years
08/06/2020
Branch Manager Named for UBS Offices in Sarasota, Fort Myers and Bonita Springs
Karmen has spearheaded initiatives for women's career advancement within UBS.
08/06/2020
Three UBS Advisors in the Greater New England Market Named to Forbes/SHOOK Top Next-Gen Wealth Advisors list
Recognition of an exceptional career in Financial Services
08/05/2020
Swiss Online Banking Veteran Has Another Go
The bank already disposes of a license and employs a staff of 40 based in Geneva.
08/05/2020
Director to Industrial Technology team, further strengthening its German offices
Further bolstering the firm's capabilities in industrial technology specifically, Raymond James is also adding a Managing Director in the US focused on this sector to support the global momentum happening in the space.