05/02/2019
Advisor Team David Zoll and Sarah Pifer Join Treasury Partners at HighTower, Adding $400 Million in Client Assets to Growing Practice
Treasury Partners is a regular recipient of industry accolades.
Executive Moves
05/02/2019
Milan-headquartered subadviser MDOTM hires business development manager
"Guerrini's international experience and deep knowledge of the Swiss market will make him an important asset to the company for the advisory services we offer to private bank and asset manager".
05/02/2019
Hawksmoor appoints new Chief Executive
She will be joining us to build on John’s work since he founded the Company in 2008.
05/02/2019
Sanlam swipes Brewin investment manager for sales team
Wealth manager looks to improve client engagement with expanded team
05/02/2019
Quilter Cheviot poaches from Brooks Macdonald and Charles Stanley for investment management team
The other hires include from the likes of Tilney and Rathbones.
05/01/2019
J. Safra Sarasin looks to boost thematics team with new PM
The role will be based in Zurich.
05/01/2019
Brown Shipley hires Morningstar multi-asset wealth manager
He will report to chief investment officer Toby Vaughan and work on developing Brown Shipley's investment proposition.
05/01/2019
Santander names ex-Barclays Wealth director as private bank boss
Santander increases its focus on its private clients
05/01/2019
Investec launches client network
Investec says it hopes to connect like-minded clients to drive collaboration and new wealth creation opportunities.
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.
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.