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.
Executive Moves
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.
03/05/2019
Raymond James finally names new RIA chief and, yes, he is a Schwab veteran
Adding his background, experience and deep knowledge of this space furthers our commitment to supporting independent RIA firms and providing them with the best tools and resources available.
03/05/2019
Andbank names global asset management director
Prior to his time working for Altamar, he worked at Aviva during 15 years.
03/05/2019
Ex-Julius Baer Banker Appointed at Family Office
Flury was the man behind the acquisition of Kairos, a Milan-based asset manager.
03/05/2019
Brown Shipley appoints regional head for the north west
Brown Shipley’s presence in the north west has grown significantly over recent years, including the acquisition of The Roberts Partnership in 2017.
03/04/2019
Credit Suisse names head of EAM in Geneva
Based in Geneva, Pilloud will be responsible for CS growth locally with services for independent asset managers and multi-family offices.
03/04/2019
Ex-Credit Suisse Banker Resurfaces
Last year, she moved to the Swiss Finance Council
03/04/2019
Rockefeller Capital Management appoints Chief Information Officer
Joe Ferlisi to Join Rockefeller Capital Management as Chief Information Officer
03/04/2019
Ashfords expands Private Client Team
She regularly provides training to charities and public bodies regarding their mental capacity policies and the implementation of changes in the law.
03/03/2019
Calamatta Cuschieri appoints Head of Wealth and Fund Management
He developed and implemented the bank’s strategy in the area of Wealth Management whilst enhancing the risk and compliance aspects of the portfolios under management amongst others.