09/28/2022
Unique hires Vanessa Scott into newly created COO role
She takes on the newly created COO role at the 32-strong adviser business with immediate effect.
Executive Moves
09/28/2022
Top 50 independent asset manager CEO retires at age limit
Etienne Gounod will become chairman of the board of directors at Forum Finance, while Hippolyte de Weck is set to replace him as CEO.
09/28/2022
Jupiter multi-asset boss exits in CEO overhaul
Talib Sheikh is to leave the firm before the end of the year alongside colleague Joseph Chapman.
09/28/2022
IA adds JPM, Crux and Columbia Threadneedle CEOs to board
Crux CEO Karen Zachary, Columbia Threadneedle CEO Nick Ring, and Aegon UK CEO Kirstie MacGillivray will join the Investment Association board.
09/27/2022
Endowus Hires Ex-Stash Executive
Previously, he also worked at Fidelity Investments for eight years.
09/27/2022
StanChart Boosts Financial Markets Unit
Based in Singapore, Tan will be responsible for financial markets e-commerce sales across all products, channels and client segments, including end-to-end digitization.
09/27/2022
Former J. Safra Sarasin bankers move to financial boutique
Both previously worked at the Brazilian-Swiss private bank J. Safra Sarasin.
09/27/2022
Evelyn Partners confirms director appointment
Prior to that he was regional director at Barclays Premier.
09/26/2022
BlackRock’s former EM debt head joins UBP in senior role
Sergio Trigo Paz's new position is CIO and head of emerging market fixed income.
09/26/2022
Franklin Templeton expands ETF sales team with double hire
The firm has made four region-specific sales hires this year
09/26/2022
UBS names new US head of manager research
The Swiss bank continues to shuffle the leadership of its gatekeeper team, with Kristen Griffin taking over from David Giffen.
09/26/2022
LGT Wealth Management makes senior hires to strengthen Scotland office
LGT Wealth Management announced the opening of its Edinburgh office in June
09/23/2022
Colando Hutchinson moves on from VM to Sterling Asset Management
His total 20 years of experience started at KPMG and Pan Caribbean Merchant Bank Limited, which spans accounting, finance, FX trading, treasury management, portfolio management, and investment banking.
09/23/2022
Northern Trust Appoints Senior Portfolio Advisor in New York Market
She will be based in the Greenwich, Connecticut office.
09/23/2022
HSBC Asset Management Appoints Senior Duo in Hong Kong
Hung has more than 18 years of experience and she joined HSBC Asset Management in 2017 to lead its private bank sales team in Hong Kong.
09/23/2022
Swiss real estate investment boutique Lakeward is expanding
Lakeward has implemented various real estate projects in Germany in recent years and can now offer private equity investors a diversified portfolio through various structures.
09/23/2022
PwC names Global Private Equity Leader, and prioritizes investments in Digital Transformation and ESG capabilities
The appointment comes as PwC expands its focus on ESG for the PE and sovereign investment fund (SIF) industry
09/22/2022
Brewin Dolphin appoints new head of office for Leeds
During his time at the firm, he has established strong client relationships across Yorkshire, helping people to plan and manage their finances and has also promoted an inclusive and development-focused culture in the Leeds office.
09/22/2022
HSBC names Head of Wealth Distribution
Prior to that, he served as Head of Premier and Wealth, Channel Islands and Isle of Man.
09/22/2022
Newton equity income chief Haubelt quits for Fidelity
Investment firm hands senior post to deputy chief investment officer for equities, as Ilga Haubelt takes on new Europe-focused remit.