07/28/2022
M&G CIO Jack Daniels calls time after two decades with firm
Daniels joined M&G in 2001 and will step down from his role next June.
Executive Moves
07/28/2022
IQ-EQ makes two senior promotions in Guernsey
Most of his career has been spent in the administration of traditional Private Wealth structures with increasing focus on pension management.
07/27/2022
Credit Suisse appoints new Group Chief Executive Officer
Credit Suisse will provide further details on the progress of the strategic review
07/27/2022
Credit Suisse CEO Thomas Gottstein to Allegedly Depart
Credit Suisse could be on the verge of another scandal as various international media reported overnight that Switzerland's second-largest bank may be about to announce the resignation of Thomas Gottstein.
07/27/2022
BNY Mellon Wealth Management Names Mid-Atlantic Regional President
She held a variety of other senior roles at Glenmede
07/27/2022
Liontrust appoints economic advantage fund manager
She worked closely with the current economic advantage team
07/27/2022
JSS replaces thematic equity head and recruits tech PM
It has also appointed a lead portfolio manager for its future health fund.
07/27/2022
Egon Zehnder makes ex-gunner responsible for sustainability
Egon Zehnder has appointed Rachael De Renzy Channer as Chief Sustainability Officer.
07/27/2022
Equilibrium Financial Consultancy founder joins Evelyn Partners’ Glasgow office
The scheme gives financial advisers approaching retirement an opportunity to migrate their clients to a new, long-term home with a high-quality wealth management proposition.
07/26/2022
Deutsche Bank Reshuffles Top Investment Banking Roles
He spent 22 years with the German lender
07/26/2022
Ryan Detrick Joins Carson Group from LPL
Carson taps former LPL market strategist to advance its investment platform and research capabilities.
07/26/2022
Former Miami wealth shop CEO joins Bolton in senior role
The independent broker-dealer and RIA confirmed that Butnaru joined this week after spending the previous 10 years as chief executive officer of Boreal Capital Management’s business in Miami.
07/26/2022
Butterfield Announces the Board Retirement
He joined Butterfield’s Board in 2018.
07/26/2022
34-Year Citi Vet to Lead Affluent Units in Asia
Sambamurthy is a 34-year Citi veteran returning from his sabbatical following his most recent role as head of international personal banking (IPB) where he helped integrate the bank’s global non-resident Indian business with the Singapore unit.
07/26/2022
VP Bank has to accept a weighty departure
He also managed the European business at the Swiss branch.
07/26/2022
Brown Shipley appoints new Client Senior Manager in Edinburgh
She will be responsible for the management of clients’ investments as well as providing broader wealth management advice to new and existing clients in Scotland.
07/26/2022
UniCredit simplifies corporate structure, private banking head Vecchi to leave - memo
It is also the latest in a string of exits of long-standing senior UniCredit executives in recent weeks.
07/25/2022
Over 100 Promotions at JTC as Part of Bi-Annual Group-Wide Promotions
Promotions were made across 18 jurisdictional teams
07/25/2022
Ex-Bank of Singapore Alts Experts Joins J.P. Morgan AM
Previously, he was also an alternatives specialist at Blackrock and head of alternate investments Hong Kong at HSBC Private Banking.
07/25/2022
Indosuez Wealth Management appoints Global Head of Real Estate
Based in Paris, she reports to Pierre Masclet, Deputy Chief Executive Officer of Indosuez Wealth Management.