12/16/2019
Close Brother makes new appointment
Sally Williams has more than 30 years' experience in the financial services sector, including retail and wholesale banking, stockbroking and insurance.
Executive Moves
12/16/2019
Butterfield expands Jersey senior team
In his new role at Butterfield, he will ensure all regulatory requirements are adhered to and that appropriate monitoring of processes and transactions is in place.
12/16/2019
Italian family office appoints Cordusio Sim's wealth manager
Prior to that, since 2011, she had worked for the private banking business of UniCredit as a global adviser.
12/13/2019
Corry Capital Advisors Expands Global Relationship with Northern Trust with Appointment to Administer U.S. Commingled Funds
CCA’s selection of Northern Trust to provide fund administration for its U.S. commingled funds demonstrates the seamless nature of our global service model," said Kimberly Evans, head of Private Capital Administration in North America.
12/13/2019
UniCredit appoints private banking head in Italy
The new leader of private banking at UniCredit is currently responsible for the firm's investments products and advisory in Italy.
12/13/2019
J.P. Morgan Asset Management Announces Major Private Credit Expansion; Appoints Meg McClellan Head of Private Credit
She will be responsible for private credit platform growth, both organic and inorganic. Meg currently serves as J.P. Morgan Asset Management's Chief Financial Officer.
12/13/2019
CS Switzerland CEO joins SIX board of directors
He replaces Pierre-Olivier Bouée who has resigned.
12/13/2019
RBC Adds Former NFL Quarterback to Wealth Management Team
Hanie is one of several former professional athletes turning to a career in financial advice after retiring from sports.
12/12/2019
JPMorgan Chase CMO Kristin Lemkau shifts to run wealth management unit
It won’t be the first time Lemkau has shifted into unchartered territory at JPMorgan Chase.
12/12/2019
Kleinwort Hambros strengthens wealth planning team with series of new hires
As part of Kleinwort Hambros’ commitment to enhancing its expertise in wealth planning, the bank has also announced five strategic hires in the department.
12/12/2019
Independent Wealth Planners UK appoints director
Virgine’s appointment will help us coordinate and build an outreach strategy so current and future customers all over the country can understand the IWP proposition.
12/12/2019
Mirabaud appoints Head of Communications and Marketing
Bertrand Bricheux joined the Mirabaud Group in 2011
12/11/2019
Co-CEO of Fisch leaves company over strategic differences
Good held the role of head of portfolio management from 2014 until earlier this year
12/11/2019
Nordea AM poaches regional sales director from BlackRock
He reports to José Machi, Nordea’s head of fund distribution in Switzerland.
12/10/2019
HSBC hires Citi veteran to boost EMEA private banking
HSBC Private Banking has appointed Gavin Rankin as regional head of investment services & product solutions for EMEA.
12/10/2019
Kingswood appoints head of wealth in management shakeup
Kingswood is also pleased to announce that Rupert Thompson has been promoted to Managing Director and Chief Investment Officer for the group.
12/10/2019
STEP Benelux appoints new chair
His appointment is a strong endorsement of his expertise and commitment to our industry and we wish him well with his chairmanship.
12/10/2019
Rothschild & Co boosts UK Wealth Management business
She joins Rothschild & Co from Seven Investment Management LLP (7IM), where she was a Private Client Manager, having joined in 2004.
12/10/2019
Guernsey Finance CEO to step down
Recruitment of a successor to Mr Wheatley will begin in January 2020.
12/09/2019
Former Quilter Cheviot CEO joins IFA
It provides advice to clients with investable assets of £100,000 or more and offers its services on pensions, tax and estate planning, alternative investments, property, Isas, managed investment portfolios, insurance and protection.