03/11/2019
Wealth manager prepares for US expansion
Kingswood continues to pursue investments across the UK and stated it has a pipeline in excess of £100m under evaluation.
Executive Moves
03/11/2019
Investors pick their favourite to replace Fink at BlackRock
Investors rate Rob Goldstein as most likely to be the next chief executive, ahead of Fink’s protege Mark Wiedman
03/08/2019
Frazier Rice Joins Calamos As Senior Wealth Strategist
He will also serve as a consultative resource to colleagues at the firm.
03/08/2019
Head of Intermediaries for Greater China Leaves Julius Baer
Former Julius Baer CEO Boris Collardi joined Swiss private bank Pictet as a partner in 2018. Shortly after, there were rumors in the industry that Pictet cleared its EAM team in Asia just to welcome her.
03/08/2019
Regional bank appoints new member to executive board
He previously worked at UBS.
03/08/2019
Johan van Zyl to quit Sanlam role at its 2020 AGM
Van Zyl previously served as Sanlam’s chief executive from 2003 to 2015
03/08/2019
Former boutique AM head resurfaces at German private bank
Alongside Herbert other members of the management at the firm are Burkhard Allgeier, Wolfgang Kirschner and Christian Wrede.
03/07/2019
Deutsche Bank's EMEA Wealth Boss Plans Management Revamp
That move is likely to include a new leadership structure for the German wealth unit
03/07/2019
Schroders builds out intermediary team with Architas hire
In her most recent role, Anna oversaw the day-to-day operational aspects of the investment team, with responsibility for investment and operational due diligence, product governance, and regulatory change initiatives.
03/07/2019
Natixis appoints head of private bank and family office, Asia Pacific
He also maintains his existing role as executive director, strategic equity transactions overseeing origination in South East Asia.
03/07/2019
New Head of Octopus Cash and Choice
He will report into the new CEO for Octopus Investments Ruth Handcock.
03/07/2019
GAM restructures German sales team
The capital markets will remain challenging for professional investors this year.
03/06/2019
Sanctuary Wealth Expands Its Capabilities and Expertise With the Addition of Respected Industry Professional Michael Ragins
Expanding Sanctuary’s Range of Investment Options for High-Net-Worth Clients, Institutions and Foundations
03/06/2019
Twelve Capital expands PM team
Urs Ramseier, CEO at Twelve Capital, said: "Dell'Amorein's extensive experience in portfolio management and risk analysis will further enhance our ability to generate solid returns and serve clients across the firm's portfolios.
03/06/2019
Vistra makes CEO and CFO appointments
He was most recently CEO of ASCO Group
03/06/2019
Deutsche Wealth Boss Bears Down
His departure comes alongside that of the head of ultra-high net worth clients
03/06/2019
UBS Promotes 96 People in the Americas to Managing Director
Region is key area of growth, UBS Americas president says
03/06/2019
Cult Wines appoints investment director
This appointment caps off an exciting first few months of 2019 for Cult Wines.
03/06/2019
Jupiter inks three LatAm distribution deals in strategy revamp
The new alliances are part of a strategic revamp by the UK firm as it works to expand its presence in Latin America's key institutional and wealth markets.
03/05/2019
St James's Place hires first external comms director
The company, which uses Brunswick and Lansons for PR, has not previously employed anyone in comms to this level of seniority.