Executive Moves

05/16/2019

Close Bros hires HNW MD for Scottish expansion

The appointment follows the recent hires of Andrew Mackintosh-Walker and John Henderson, also as managing directors in Scotland, joining an office with senior Financial Planners.

05/13/2019

UBS Loses Half-Billion Team

“That may mean using acquisition, bringing advisors from large wirehouse firms, or bringing on independents. We are open to any avenue of talent.”

05/13/2019

B. Riley Makes Significant Wealth Management Hires

“The diverse investment platform and expanded reach available through our affiliates, combined with the evident culture that manifests here, makes all of us uniquely positioned to deliver end-to-end solutions that meet our clients’ needs.&

05/10/2019

Schoch steps down from role at Bank Julius Baer

He has also worked for AXA Investment Managers in London, Singapore and Hong Kong before moving back to Switzerland at Bank Vontobel Investment Banking and later joining Bank Julius Baer Switzerland.

05/10/2019

Nobel Prize-Winner Joins Bond Fund Giant

He is also a Co-Founder and Partner at Fuller & Thaler Asset Management, which uses behavioral finance to manage portfolios of small-cap U.S. equities.