Managers of Wealth

MAI Taps Olha Paluch As Managing Director And Senior Wealth Manager

She serves on the New York City Estate Planning Council and is a board member of the Monroe Foundation.

Sedulo Wealth aims to hit £250m Funds Under Management with multiple appointments

Our wealth management division is a crucial part of our holistic service offering. These latest appointments continue the programme of development across the division and demonstrates our ongoing commitment to providing a superior level of service.

Rowan Dartington appoints Chief Investment Officer

His strategic and academic background will be invaluable as he transitions into the role of Chief Investment Officer

IQ-EQ appoints Business Development Director in Hong Kong

In his new role with IQ-EQ Hong Kong, Kenny will help maximise the organic growth of the group’s alternative funds business by building IQ-EQ’s network and winning new clients across Greater China and the wider East Asia region.

Peru & Partners strengthens leadership with two senior appointments

Within the Peru & Partners leadership team, Christophe and Lucie will join fellow department head, Ramelle Gabdibe (Valuation Services), who joined the business earlier this year.

KPMG appoints Global Head of Tax and Legal practice

Effective 1 October 2020, David Linke will be the next Global Head of Tax & Legal services.

Aegis Capital Corp. Hires Two Veteran Compliance Officers

They both bring an expansive amount of knowledge and will be valued additions to the compliance staff.

SMP Group Appoints Global Head of Funds

In his new role, Paul will be based out of the Group’s Jersey office and will be responsible for the growth and development of the Group’s global funds offering across all of their jurisdictions.

Standard Chartered Planning Several Hundred Job Cuts Worldwide

Bank had pledged to avoid redundancies during pandemic

Credit Suisse merges divisions amid execs reshuffle

The group said it wants to retain IBCM franchises in Switzerland and Asia.

Finantix strengthens senior leadership team by appointing Ian Savage as CFO

New CFO is highly experienced in fintech Private Equity, will play an integral role in global expansion strategy

Former JB board member steps down as chairman of crypto bank’s board

The bank will propose Sébastien Mérillat, currently vice chairman, as interim chairman at the next board meeting.

Odey Asset Management hires head of institutional business

Jos Trusted joins from CQS New City Equities

Franklin Templeton Announces Adam Spector as Head of Global Distribution

Adam Spector is a veteran business and distribution leader, with over two decades of experience with Brandywine Global and more than three decades in the industry.

LPL Financial and Gladstone Wealth Partners Welcome Financial Advisor Keith Boyd

He has also aligned with Gladstone Wealth Partners,

Appleby Strengthens Corporate Team In Guernsey

Her experience covers the full spectrum of banking and asset finance

HSBC GAM hires EMD head from BNP Paribas

Reporting to Xavier Baraton

Alex. Brown Hires $280 Mln-Asset UBS Miami Team, LPL Nabs $180 Mln Wells Broker

At least six UBS advisors have made the trek to Alex. Brown’s 600 Brickell Avenue branch since December

BNY Mellon Wealth Management Names Barry McKenzie as Market President in Naples, FL

Barry brings three decades of portfolio management, strategic planning, and family governance experience to our team," said Moegerle. "

Geneva wealth manager hunts for senior portfolio manager

They must also be able to understand the markets and use investing and hedging tools.

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