04/30/2019
Citi North America Private Bank names unit chair: memo
An internal search for her replacement will begin this week after the job is posted.
Executive Moves
04/30/2019
Morgan Stanley $6 Billion Wealth Team Departs to Woo Rich Texans
Jason Fertitta is the president of the new firm, which has partnered with Dynasty Financial Partners, according to a statement Monday.
04/30/2019
Gadd and Spilsbury depart Artemis
Senior distribution departures
04/30/2019
AAM Advisory Announces New Chief
He succeeds Matthew Dabbs who has stepped down from the role but will remain with AAM in an executive role.
04/30/2019
Fidante Partners appoints head of product
Responsible for research and development of firm's product range
04/30/2019
BNP Paribas WM hires new head of private equity and debt
He takes over from Agnès Garcia, who is now transversal coordinator for the key client group as part of Rémi Frank’s team.
04/30/2019
Private client investment manager appointments Head of Multi-Asset Funds
Chris Godding, Chief Investment Officer, commented: “Tilney has one of the largest multi-asset fund books in the UK, supported by a sizeable team of twelve analysts and portfolio managers."
04/30/2019
Bank Leumi USA Appoints Head of U.S. Private Banking
Zaremsky previously served as Regional Head for New York Private Banking
04/30/2019
Iress names UK MD
He joined IRESS two years ago and has successfully established and led the expansion of our lending business in Australia.
04/30/2019
Dolfin appoints advisory panel amidst continued growth
Four seasoned financial services specialists with impressive reputations – Rodney Baker-Bates, Stephen Kingsley, David Roper, and Roger Sanders OBE – join the new panel.
04/30/2019
Raymond James names new group COO
Prior to her current role, Jenson was a managing director in UBS Financial Services’ Chicago market, where she was responsible for business development, risk management and recruitment.
04/30/2019
Reuss Private appoints new wealth management chiefs
Bögli has held a partner position at the firm since 2017
04/30/2019
BNP Paribas WM appoints global head of Private Equity & Private Debt Investments
He began his career with Barclays Capital in Paris where he worked in the Investment Banking team.
04/30/2019
AM reshuffles portfolio management team
The company has also announced that a new bond manager will join the team on 1 June 2019.
04/29/2019
Soros fund’s new leader upends firm in strategic overhaul
Investment chief Dawn Fitzpatrick’s tenure atop $25bn family office marked by turnover and sweeping change
04/29/2019
Industry veteran joins EFG Singapore
Pun is a veteran private banker and has extensive knowledge of the Asian market.
04/29/2019
Pimco poaches country head for Switzerland from JPMAM
He was a partner at Bellevue Asset Management and head of International Clients at Julius Baer.
04/26/2019
Lord Rothschild steps back from RIT Capital Partners
Rothschild, 82, launched RIT in 1988 and has been instrumental in growing its assets from £280 million to around £3 billion by exploiting his contacts with leading investors around the world.
04/26/2019
Yves Stein appointed CEO of Edmond de Rothschild (Europe)
Throughout his career, Yves Stein has actively contributed to the development of internationally renowned private banks.
04/25/2019
Amundi adds to global fixed income team
He previously served as an international fixed income trader responsible for trading non-U.S. fixed income securities.