05/21/2021
AllianzGI appoints new Global CIO
Greg brings 25 years of experience in Multi Asset investing from both a wealth management and asset management perspective.
Executive Moves
05/21/2021
Sanctuary Global Recruits Former Tennis Pro From Morgan Stanley
Sanctuary Wealth has attracted Rodolfo 'Rudy' Rake, a former tennis pro turned financial advisor.
05/21/2021
Aztec Group appoints new Client Development Director
Jon joins the Group as Client Development Director, based in our Southampton office.
05/21/2021
Iress appoints Head of Business Development
With over 20 years experience in financial services leadership roles, Matt joins Iress from BNY Mellon Pershing where he was VP of sales and relationship management EMEA.
05/20/2021
UBS hires a senior Credit Suisse dealmaker
The Swiss bank nabbed from its cross-town rival with the hire of Jean-Marc Botteri, a managing director within Credit Suisse’s capital markets solutions group
05/20/2021
HSBC Asset Management Boosts UK Institutional Team
HSBC Asset Management has appointed Jasvir Virk as Business Development Director for its UK institutional team
05/20/2021
Senior promotion at Ashburton Investments International
Seb was one of the first people in the Channel Islands to successfully complete the newly launched CISI Masters in Wealth Management
05/20/2021
Just Wealth recruits first advisers for new division
Advisers join the firm on a self-employed basis and manage the running of their own businesses and careers, while being provided with leads from Just Mortgages, training, compliance, mentoring and marketing support.
05/20/2021
HSBC Hires Veteran UBS Private Banker
Run by Alex Classen, HSBC's Swiss bank eked out a profit last year, following years of losses and slimming itself and the markets it does business in.
05/20/2021
Morgan Stanley sets up potential successors to CEO James Gorman by naming new co-presidents
Morgan Stanley named Ted Pick, who runs the firm’s Wall Street trading and advisory division, and wealth management head Andy Saperstein as co-presidents starting next month.
05/20/2021
Credit Suisse appoints Head of Private Banking Italy and further strengthens team
Credit Suisse Private Banking in Italy will also further benefit from the experience of Vincenzo De Falco
05/20/2021
Wilmington Trust Announces Promotion of Robert S. Bridges, Jr. to Managing Director and Senior Investment Advisor Serving the Florida Region
Robert will continually monitor and, when appropriate, rebalance his clients' portfolios in keeping with their asset allocation strategies and to take advantage of new investment opportunities suitable to their needs.
05/20/2021
Morgan Stanley Announces Key Leadership Changes
All of these appointments become effective on June 1, 2021.
05/19/2021
Pictet Elevates Role of Equity Partner
She is to replace Bernd Uhe, who will become Pictet's group corporate secretary and head of organization, a sort of internal consulting team of Pictet.
05/19/2021
Ex-Carrick Wealth managing director to run DeVere-owned firm
Replacing the chief executive and founder who has left the UAE-based business
05/19/2021
Charles Stanley bolsters Manchester team with new senior hire
Lee will be a valuable addition to the team and will support our ongoing development of new client relationships, whilst growing our existing client base in the North West of England.
05/19/2021
Northern Trust appoints Global Head of Asset Servicing Product Management and Strategy
Hill joins Northern Trust from Capgemini where he was a senior director for its global insurance and financial services group.
05/19/2021
IQ-EQ expands Group Technology leadership team with three key appointments
All three appointments are to newly created roles
05/19/2021
Brewin Dolphin appoints Ian Kloss as head of nationals, networks, and international distribution
As part of Brewin Dolphin’s successful intermediary team, Ian will help to enhance the company’s existing UK advisory partnerships as well as developing the firm’s intermediary proposition nationally and internationally in Jersey and the
05/18/2021
J.P. Morgan Nabs China Private Banker From Credit Suisse
In her Singapore-based role, Zhang reports to the bank's head of Singapore and Southeast Asia James Wey.