07/16/2020
Ex-EFG LatAm PB boss partners with rival to launch advisory firm
He had been with EFG for approximately nine years, according to his BrokerCheck profile.
Executive Moves
07/16/2020
Reyl's Asteria Nabs Credit Suisse Banker
Specialized in social and environmental impact investing, Asteria aims to manage several billion by 2024.
07/16/2020
Former BlackRock Managing Director appointed to lead additiv’s business in Asia
The appointment underlines the importance of the Asian market to additiv.
07/16/2020
UK boutique CEO steps back with research head taking over
Quality growth specialist announces change at the top with former fund manager assuming leadership position.
07/15/2020
Revealed: Brooks sees four exits from Hampshire and Leeds
Brooks Macdonald has seen another round of departures after four investment managers from its Hampshire and Leeds offices resigned in recent weeks.
07/15/2020
Reyl subsidiary to launch funds and hires team
Silvia Padula is the new marketing manager
07/14/2020
Carey Olsen continues to add to Hong Kong dispute resolution and litigation team
Catie is fluent in English and a native Mandarin speaker.
07/14/2020
Jefferies Group Appoints Chief Financial Officer
We look forward to Teri and Matt working closely together as the respective CFOs of Jefferies Financial Group Inc. and Jefferies Group.
07/14/2020
Forty-Three Mid-Year Promotions Across JTC Group
Four Associate Director Promotions also in the Fund & Corporate Services division include Emma Clayton and Paul Hainsworth from Guernsey, Christopher Gibbons in London and Azelle Kay in South Africa.
07/14/2020
Syz bond manager and analyst join Italian AM
‘With this operation, we achieve two objectives: to further strengthen the management team on the bond asset class with two experienced colleagues and to start a strategic partnership with an international player like IM Global, whose characteristic
07/14/2020
Privatam hires director of investment solutions
Privatam offers a multi-investment bank product monitor called PARity and handles over $8bn (CHF 7.5bn) worth of investment products for wealth managers.
07/13/2020
Bank Degroof Petercam replaces Switzerland CEO
We are delighted to welcome Philippe as Managing Director of Degroof Petercam (Suisse).
07/13/2020
Kingswood expands sales team with triple hire
Leigh Philpot, Head of Wealth at Kingswood, says: “We are thrilled to welcome Paul, Clare and Michael as Business Development Managers to Kingswood
07/13/2020
VP Bank Hires Top Regulator as Risk Chief
The Chief Risk Officer of VP Bank is responsible for the Group-wide Group Legal Services, Group Compliance and Group Risk departments.
07/13/2020
Credit Suisse Promotes Veteran Thailand Private Banker
Tan is an 18-year Thai banking veteran and before rejoining Credit Suisse
07/13/2020
Bank Degroof Petercam replaces Switzerland CEO
His long experience and in-depth knowledge of the industry make him the ideal candidate to further develop our activities in Switzerland.’
07/13/2020
Rathbone Greenbank Investments makes two new hires
Bolstering DFM capabilities
07/13/2020
Lombard Odier adds Graham Quant Macro fund to PrivilEdge fund platform
The addition of the Graham quantitative macro strategy complements our innovative, flexible and differentiated range of fund solutions tailored to meet our clients’ needs.
07/13/2020
Wells Fargo appoints Head of Advice in Private Wealth Management
Industry veteran tapped to lead national planning and sales team
07/10/2020
MAI Capital Appoints New Managing Director
The financial services industry veteran joins $7B firm to help advance wealth management services at the firm's NYC office