05/22/2019
Charles Stanley head of investment management exits
It is hoped the transformation project will standardise processes and create a simplified organisational structure.
Executive Moves
05/21/2019
Vince Fertitta Joins Sanctuary Wealth as President of Wealth Management
The wealth management veteran began his career as a Financial Consultant at Shearson Lehman Brothers in 1992 before joining Merrill Lynch in 1996.
05/21/2019
Premier AM creates responsible investment head role for HSBC hire
Bringing over 20 years' investment industry experience to the role, Winch previously worked as a director and policy head at the Principles for Responsible Investment and BT Pension Scheme Management.
05/21/2019
Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor
“Adding an experienced and dedicated relationship professional like Jaime to our team reinforces our commitment to providing our clients with a high level of expertise and service,” said Ken Pollinger, CEO and Co-Chairman of KFWA.
05/21/2019
Goetz Fitzpatrick Expands Its Trusts & Estates Practice to High-Wealth Individuals, Family Offices, and Family Businesses
Manhattan-based Goetz Fitzpatrick welcomes Alison Arden Besunder, Esq. as Of Counsel, adding Estate Litigation and Guardianship capabilities to their Trusts and Estates Department.
05/21/2019
Northern Trust Strengthens its Foundation & Institutional Advisors Practice
is nonprofit leadership experience coupled with his background in investment management gives him a unique ability to serve our clients.
05/21/2019
BNY Mellon IM poaches ASI's Michael Beveridge
Head of UK intermediary distribution
05/21/2019
Zurich boutique expands in-house research team with new hire
He will be responsible for healthcare and consumer discretionary analysis.
05/21/2019
SIX elects two new board members to replace CS and Raiffeisen reps
Gutzwiller is also president of the Association of Swiss Regional Banks.
05/21/2019
Wendy Hopkins Joins Leading Cardiff Law Firm Robertsons Solicitors
Wendy is very well regarded in the Wales and South West family law sector and is known as a highly successful businesswoman and a formidable negotiator working on behalf of high net worth individuals.
05/21/2019
ASI and BNY Mellon IM distribution bosses swap firms
He left his previous employer in February
05/21/2019
Avaloq to Lose Top Executive
Avaloq said it expects to have a replacement lined up in coming months.
05/21/2019
Julius Baer Poaches Pictet Veteran
The move is a reversal of copious poaching by Pictet
05/20/2019
Citibank hires Singapore CEO; FundRock names Asia markets MD
He will manage the Citi Singapore’s consumer business and lead the consumer franchise in its ASEAN cluster.
05/20/2019
Boutique hires wealth head two months after acquisition
My ambitions have a clear focus on producing high quality investment returns and delivering on our client objectives.
05/20/2019
Lombard Odier Poaches from Julius Baer
His move is the latest in a series of changes at Lombard Odier's 222-year-old partnership
05/20/2019
Rockefeller Global Family Office Establishes Its San Francisco Presence with the Addition of Bruce Tenenbaum
Rockefeller’s expansion in San Francisco is the latest development in the Firm’s strategic growth.
05/20/2019
Zurich WM welcomes new partner
He becomes Valvest’s sixth partner
05/20/2019
Brown Shipley hires from 7IM for Edinburgh expansion
I am particularly looking forward to working with the existing team as we continue to provide an excellent, bespoke wealth management service to cater to our clients’ needs.’
05/17/2019
Butterfield Announces Management Changes as COO Steps Down
On behalf of the Board of Directors, I would like to thank Dan for his many contributions and wish him the best of luck in his future endeavors.