02/04/2020
Charter Hall appoints new fund manager
The firm said that the creation of the fund manager role was a reflection of the strong growth of its Charter Hall Direct’s business.
Executive Moves
02/04/2020
Swapnil Mishra joins Kristal.AI to combine two decades of experience with artificial intelligence technology as digital wealth management heats up
Swapnil believes that in the coming decade, transparency and technology will play a key role in building trust - attributes that are the foundation of Kristal.AI.
02/04/2020
Julius Baer to cut 300 jobs and focus on technology after profit fell in 2019
The wealth manger said it expects to improve revenues by more than 150 million Swiss francs over the three-year period by broadening its offerings for wealthy and ultra-wealthy clients and increasing technology investments to enhance its client advice.
02/04/2020
HSBC Private Bank taps Santander selector to head funds
Fixed income and multi-strategy specialist to take on new funds and ETFs post.
02/04/2020
Hampden taps senior Scottish banking duo in hiring spree
Hampden & Co. has appointed Clare Ansell and Ian Gibson from Handelsbanken as banking directors in Edinburgh.
02/04/2020
Citi bolsters private banking team in Spain
The appointment is part of the firm's commitments to boost its private banking business in Spain.
02/03/2020
Calastone Names Chief Revenue Officer
He brings with him more than 25 years’ experience in the asset management, wealth management and treasury industries
02/03/2020
Archax appoints former FCA supervisor as chief compliance officer
Archax, which plans to launch its exchange in mid-2020, is focused on providing a venue for institutions and professional investors to trade in digital securities.
01/31/2020
Winton joins Alex Wright to help on Fidelity Special Values
His promotion comes amid a raft of co-manager appointments by Fidelity as the investment group strengthens its UK equities team and elevates a new generation of fund managers.
01/31/2020
Family Office Exchange Bolsters Family Business Expertise with New Leadership Addition
She will also serve as the moderator for the Investment Network and as a member of the FOX leadership team.
01/31/2020
Morgan Stanley, UBS Shuffle Managers on East and West Coasts
Morgan Stanley created another vacancy last week when it elevated Ben Firestein, a longtime complex manager in New York City, to head national recruiting.
01/31/2020
Indosuez Switzerland’s head of WM replaced
Before moving to Indosuez, she spent nearly 15 years at BNP Paribas, most recently as head of development and innovation.
01/31/2020
Criterion appoints head of specialty services
She is also one of the most respected female adjusters around who has consistently delivered for her insurer and broker clients.”
01/29/2020
Leonne van der Sar announces departure from Van Lanschot Kempen
We wish her every success in the future.
01/29/2020
Kames Capital adds to UK wholesale distribution team
Beck joins Kames from Oxford Capital
01/29/2020
Retirement of Brewin Dolphin's Chief Executive
Chairman Simon Miller thanked Nicol for his “outstanding contribution to Brewin Dolphin’s success”.
01/29/2020
LOIM boosts sustainability team as CEO says ‘trillions of dollars are at stake’
They will join the team led by Christopher Kaminker, who was hired in July 2019.
01/29/2020
JH&P hires new team and opens first regional office
The duo will set up a new office in Leeds.
01/28/2020
Julius Baer Boosts in Hamburg
Vorderberg was hired as a team head, while Pasternak is an investment specialist.
01/28/2020
GAM appoints Charles Naylor as its new Global Head of Corporate Communications and Investor Relations
Charles has led communications teams, with diverse cultures and languages, in highly regulated international organisations across multiple jurisdictions across six continents.