08/09/2022
Private Wealth Advisor Joins UBS in San Diego Area
Her areas of expertise include investment management, trust and estate planning, residential, commercial and structured lending solutions, as well as capital markets and foreign exchange.
Executive Moves
08/09/2022
First Republic Appoints Wealth Manager in Florida
Before joining First Republic, he was a Wealth Advisor and Executive Director at J.P. Morgan Wealth Management.
08/09/2022
Rothschild & Co hires Managing Director in North America
Senior hire strengthens Debt Advisory team and further expands Global Advisory business in the Americas
08/09/2022
Former Barclays Wealth boss joins Stonehage Fleming board
Dena Brumpton and former Maitland chair Michael Solomon have been appointed to the Stonehage board.
08/09/2022
Morgan Stanley Taps Its Treasurer as President of Banking Units
John Ryan to be president of firm’s two banking subsidiaries
08/09/2022
Citi Private Bank makes Nedbank hire for head of UK wealth planning role
The bank brought in a wealth expert who previously worked in senior roles at Credit Suisse, UBS and Barclays.
08/09/2022
JP Morgan Private Bank fixed income selection chief exits
A senior fund buyer is leaving the group after more than 13 years.
08/09/2022
Schroders Solutions continues to accelerate with new senior hire
He will join Schroders Solutions on 1 September 2022 as Head of Schroders Solutions Capabilities
08/09/2022
Evelyn Partners continues South East expansion with Guildford financial planner appointment
The hire will help the firm keep pace with the increased demand it is seeing for wealth management services in Guildford and wider Surrey.
08/09/2022
Evelyn Partners announces to join as new General Counsel
Prior to this she served as General Counsel and Company Secretary at Cabot Credit Management.
08/08/2022
HL hires M&G Wealth's deputy CEO as head of advice
Client director at HL Ian Hunter said Caldicott's background in developing digital-led strategies that focus on client experience within the Financial Advice sector was something the firm is “really excited” about.
08/08/2022
HSBC names new global head of wealth sales
The move will expand Boumalham’s current responsibilities as head of wealth sales for Asia Pacific at the bank, and he will continue to be based in Singapore.
08/08/2022
Lowes Financial Management adds wealth manager
Stowe has spent almost a decade at Lowes, starting in an administrative role and occupying various other roles before he became a Lowes consultant.
08/08/2022
Boutique taps Liontrust manager to expand investment team
Mike Totton joins Latitude Investment Management as a senior analyst and will work across its global equity portfolio strategy.
08/05/2022
(SABB) Appoints Chief Retail Banking and Wealth Management Officer
He was the Regional Head of Retail Banking and Wealth Management from July 2016 to June 2018.
08/05/2022
We’ve hired Kerry Constabile to lead net zero and sustainability strategy
Senior climate change leader joins after roles at Google and UN Secretary General’s office
08/05/2022
BNP Paribas hires team from CS to boost WM arm
He also joined the executive committee of wealth management for Switzerland and emerging markets.
08/05/2022
Hampden & Co hires from Adam & Co as Banking Director
In line with growing client numbers and strong financial performance, Hampden & Co has added to its banking, senior management, and support teams during 2022.
08/05/2022
New financial planner joins Evelyn Partners Chelmsford office
Evelyn Partners’ further expansion in this region comes after financial planner Catherine Glennon joined its Cambridge office in July.
08/05/2022
Recognise Bank appoints CEO
Highly experienced in banking and capital markets, Jean will lead the small business bank as it accelerates its digital development