03/08/2022
Merrill Lynch boosts South Florida wealth biz with Morgan Stanley hire
While at Morgan Stanley, she reported to market director and branch manager Natasha Stephanik who joined JP Morgan’s wealth management business in New York last year.
Executive Moves
03/07/2022
WealthO2 makes five hires following software merger
The distribution team would be boosted by Peter Panigiris from Lumiant and Dennis Cargill from BT Funds Management.
03/07/2022
HBL appoints head of wealth management in UAE
Prior to joining HBL, Danial had served in senior positions in various regional and multinational banks.
03/04/2022
Standard Chartered announces board changes
Both directors will be put forward for election by shareholders at the 2022 Annual General Meeting.
03/04/2022
Senior hire for Carey Olsen's Guernsey trusts and private wealth practice
Drawing on his broad private client and offshore experience, Robert provides practical and focused advice on all aspects of Guernsey trust and company practice and is a trusted adviser to the directors and in-house counsel of many of Guernsey's leadi
03/04/2022
Wealth at Work appoints chief information technology officer
Jerome is highly experienced having held senior roles in many global businesses
03/04/2022
Quilter Cheviot bolsters London office with triple hire
Keogh and Henderson will be responsible for building relationships with financial advisers and their clients
03/04/2022
Helvetia to keep interim chair after Lehmann joins Credit Suisse
He will succeed Doris Russi Schurter, who will not stand for re-election for personal reasons.
03/04/2022
JPM AM unveils fund changes as EM chief Titherington takes leave
Changes take effect on several strategies in wake of Citywire A-rated manager taking leave of absence, Citywire Selector has learned.
03/03/2022
Zwei Wealth hires consulting talent
Jud takes care of customer mandates and is involved as a partner in the expansion of the company in general.
03/03/2022
Schroders plc: Board and Committee Changes
effective 1 July 2022
03/02/2022
Macquarie AM appoints real estate capital raising specialist
Alex will play a central role in shaping and developing Macquarie Asset Management’s real estate client engagement strategy in partnership with our investment teams from around the world.
03/02/2022
Sanctuary Wealth Breaks Into Chicagoland with Ketoret Capital
$250 million team joins from Merrill Lynch
03/02/2022
UBS Revamps Family Office
Athanasopoulos will continue to continue to serve as co-head of UBS trading and will report to both investment bank chief Rob Karofsky.
03/02/2022
Close Brothers AM appoints new CEO
He will take up the new position with effect from 7 March 2022
03/02/2022
Ex-Credit Suisse MD Joins BNP Paribas Wealth Management
She will be tasked with expanding the French private bank’s sustainable investment offering and driving client
03/02/2022
Credit Suisse AM names global investment head amid senior changes
The asset manager hires global head of distribution and head of product, and names new regional chiefs.
03/02/2022
Brown Shipley Strengthens Regional Presence with Nine New Hires across the East of England
Brown Shipley has appointed eight additional Client Advisors and a Managing Director, bolstering its presence in Norwich and Cambridge.
03/02/2022
Brown Shipley Strengthens Regional Presence
Brown Shipley has appointed eight additional Client Advisors and a Managing Director, bolstering its presence in Norwich and Cambridge.
03/01/2022
Oliver Wyman appoints wealth managemetn head in Australia
We are delighted to have gained an expert in insurance and wealth management