05/31/2023
Dynasty promotes two in wake of executive departures
The company is interviewing for the COO role that had been occupied by departing co-founder Ed Swenson.
Executive Moves
05/31/2023
StanChart WM’s managed investments head resigns
Connie Sin has resigned as managed investments head, less than a year into the role.
05/31/2023
Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank
Former Signature Bank team joins one of Atria's subsidiaries' largest branches, American Investment Planners, to continue growth momentum
05/31/2023
Fidelity EM debt manager stepping down as lead PM
Fidelity’s emerging market debt team reshuffle prompts concern from Morningstar analysts.
05/31/2023
Enel’s new CEO Flavio Cattaneo is considering replacing CFO Alberto De Paoli.
As part of this potential restructuring, there are considerations regarding replacing chief financial officer Alberto De Paoli, who has served as Enel’s CFO for nearly a decade.
05/31/2023
AllianzGI recruits JSS portfolio manager to lead new sustainability team
Giles Money manages two funds at J Safra Sarasin but will join Allianz in August as the chief investment officer of its new global sustainability/SRI equity team.
05/31/2023
Progeny appoints new Chief Operating Officer to prepare for future international growth
She has worked with a diverse range of businesses and sectors, including Aegon, easyJet, Three, Orange (EE) and Next plc, supporting companies with scalability and global expansion.
05/31/2023
Lazard names new CEO
The Bermuda-based company’s current chief executive officer takes executive chair responsibilities.
05/30/2023
Julius Baer strengthens its Basel branch with new relationship managers
Gabriele Klass brings more than 28 years of experience in the financial industry.
05/30/2023
Verso Wealth Management appoints former Brown Shipley CEO group chief executive
Prior to that, he held the role of Brown Shipley CEO for four years, where he oversaw a £1bn AUM business integration, increased profitability and completed a strategic technology re-platforming.
05/30/2023
Connection Capital grows its management team
As Connection Capital’s new chief investment officer, Mowlem will be in charge of establishing and managing the company’s direct investment, co-investment, and alternative funds product lines.
05/30/2023
Fund managers make senior appointments
He joined from Citigroup where he was a director and desk head managing the Australian credit trading business and had previously worked at Goldman Sachs and Deutsche Bank.
05/29/2023
BNP Paribas Appoints Securities Services Duo
They will report to both APAC head of securities services Franck Dubois and global head of FI&C client line Bruno Campenon.
05/29/2023
FNZ appoints Kirsty Gross as Non-Executive Director to support Australia and Asia-Pacific growth
Kirsty has extensive experience across the financial technology industry, as well as the regulatory landscape
05/29/2023
AMP restructures wealth management, chief exits
Australian Wealth Management (AWM) will see chief Scott Hartley exit by the end of the year.
05/29/2023
St James’s Place chief executive preparing to step down - Sky
The company is in ‘no rush’ to find a successor, a source close to the firm told Sky, and the transition could take over a year.
05/26/2023
SwissCham Singapore Announces New Chair
She further shared her outlook «to make SwissCham even more relevant for its members, with fruitful collaborations and appropriate networking opportunities for the members.
05/26/2023
Citi Private Bank names Brazil boss to lead new LatAm client unit
Eduardo Ventura is taking on a new role at Citi in Brazil after joining the group three years ago from Itaú.
05/26/2023
Jefferies boosts Miami wealth team with int'l advisor hire
Eric Anthony Platt, a former fund sales specialist for M&G, was hired by Jefferies this week for a wealth management post in Miami.
05/26/2023
Pacific Asset Management Appoints Global Head of Institutional Sales
She will report to Chief Executive, Matthew Lamb, and will join as a Partner and member of the Executive Committee.