09/30/2021
Tilney Smith & Williamson grows Exeter office with hire
He joined Charles Stanley after graduating from Exeter University and progressed from a trainee investment adviser to a chartered wealth manager.
Executive Moves
09/30/2021
Kingswood U.S. Recruits $382 Million in Total Client Assets with Addition of Six Independent Financial Advisor Practices
Spanning a Range of Business Models, Newly Added Financial Advisors Join Kingswood U.S. for Greater Flexibility, Enhanced Technology and Robust Succession Planning
09/29/2021
Multi-Family Office Makes Senior Hire to Drive APAC Growth
He will help drive the growth of Alvarium’s platform across Asia-Pacific with a particular focus on developing the platform in both Singapore and Australia, together with providing more holistic family office services to Asian entrepreneurs, familie
09/29/2021
Key UBS Platform Banker Quietly Replaced
The 56-year-old German native remains a senior adviser to UBS, though on a more global scale than previously.
09/29/2021
Chris Shepler Joins FTC as VP & Investment Officer
Shepler brings over 25 years of investment and wealth management experience to Fiduciary Trust.
09/29/2021
Kleinwort recruits former Brewin regional boss in series of hires
Heather Sonnet launched Brewin Dolphin’s Cambridge office in 2016.
09/28/2021
WM and PB consulting firm opens new Geneva office and hires directors
Anja de Troyer will be based in Geneva while Niall Buggy will be in London.
09/28/2021
Head of Neobank's Swiss Arm Jumps
He joins from Berlin-based neobank N26
09/28/2021
Schroders strengthens Fiduciary Management business development team amid growing outsourcing opportunities
David Thomas has joined from Goldman Sachs Asset Management (GSAM) as Fiduciary Management Business Development Director.
09/28/2021
UBS Poaches $2B Private Wealth Team from Morgan Stanley
The team also includes Senior Wealth Strategy Associate Brian Weber and Team Administrator Krista Maloney.
09/28/2021
Canaccord Genuity boosts board
Francesca Shaw, FCPA, FCA has nearly 40 years of experience across a wide range of senior governance and commercial roles within UK and international banks.
09/27/2021
James Hambro & Partners bolsters new Edinburgh office with key partner hire
Wealth manager James Hambro & Partners has made a further key hire as it bolsters its new Edinburgh operation.
09/27/2021
New bank in Liechtenstein: fresh CEO
The announcement also states that the 54-year-old Lüchinger was elected ad interim for this role by the board of directors.
09/27/2021
New head of Switzerland at Boston Consulting Group
He is currently Managing Director and Senior Partner in BCG's Zurich office
09/27/2021
Gresham House hires for sustainable infrastructure team
Sustainable Investment team now split equally by gender
09/24/2021
End of an Era for Markus Diethelm and UBS
French government prosecutors are seeking a fine of at least 2 billion euros and 1 billion euros in damages and interest.
09/24/2021
Valex Capital hires bond expert from UBS
Jenna Simon recently joined the Bond team.
09/24/2021
Wire Wars: Trio of Merrill Michiganders Jumps to UBS
The path from Merrill to UBS has been well trod by brokers recently, after the home of the thundering herd withdrew from recruiting veteran brokers in 2017 and has refrained from jumping back into the fray despite a steady outflow of brokers that has cont
09/23/2021
Schroders expands European Equities footprint with Nordics portfolio managers
Nordic equity investors Jan Brännback and Janne Lähdesmäki, who specialise in small and micro caps, will join Schroders from Aktia Asset Management in the New Year.
09/23/2021
FOX Announces Leadership Succession
Moustakerski and Johnson will be assuming their positions effective immediately.