02/17/2022
JPM Private Bank hires Calvert execs for sustainable investment unit
She will work with JPM’s advisors and their clients to weave sustainable investment criteria into their portfolios
02/17/2022
Schroders Personal Wealth boosts board
He has over 20 years’ experience in the financial sector.
02/17/2022
Citigroup isn’t the first bank to start moving its people out of Hong Kong.
02/17/2022
Senior change at US asset manager as bond boss heads for the exit after two-and-a-half years.
02/17/2022
Phil Milburn and Donald Phillips will now co-head the asset manager's fixed income division.
02/16/2022
Wealth management business appoints MD
Highly experienced advisor joins to support the firm’s investment management strategy for ultra high net worth clients and lead women’s advocacy efforts.
02/16/2022
At Pictet, Yeung will lead a Greater China team made up of new hires with a focus on the Greater Bay Area.
02/16/2022
Wren provides strategic wealth advice, investment management and family office services to wealthy UK
02/16/2022
These are the lucky new appointees.
02/16/2022
Rathbones adds investment consultant to sales team
"We are very pleased to welcome Jenny to our investment sales desk. With a strong grounding in economics and experience in a fast-growing business, she is ideally suited to our team as we look to build on our strong relationships with advisers."
02/16/2022
Natixis hires Head of Global Market Strategy
He will also work in close collaboration with our US team
02/16/2022
Private banking team decamps for Morgan Stanley Private Wealth
Finalizes a slew of organizational changes in the Private Bank that have created some upheaval among advisors.
02/16/2022
Wealth Wizards strengthens Executive team
Their experience in digital advice will bring additional insight to the team and we can’t wait to see how much they will impact the business in the coming months and beyond.
02/16/2022
Prior to that, she was managing director at Rothschild Wealth Management.
02/15/2022
Debbie’s appointment further supports the continued growth of the firm and follows the recent promotion of eight team members in the Guernsey office.
02/15/2022
She over 15 years of private equity fund experience
02/15/2022
The internal appointments are part of a series of changes developed to ensure the group continues their planned trajectory and are well-positioned for further development.
02/15/2022
Bellevue already has a range of healthcare funds with different specialisms.
02/15/2022
Matt ticks all those boxes and more.
02/15/2022
Ms. Pally joins from the Clinton Foundation, where she was most recently Executive Vice President.