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Executive Moves

11/14/2024

Northern Trust Asset Management Names New Head of Tactical Asset Allocation

Peter Wilke Brings More than 20 Years of Multi-Asset Investment Expertise to Role

11/14/2024

UBS Hires Ryan Lurie to Lead Arizona Wealth Management Market

Ryan will be responsible for overseeing the firm’s financial advisors in Phoenix and Scottsdale

11/14/2024

Evercore Wealth Management Names Tracy Schneider to Managing Director and Director of Marketing and Sales Coordination

She was a director at AllianceBernstein, in the private wealth management group.

11/14/2024

Sven Wuerttemberger to become CEO of DWS CH AG

He will continue to report to Alexia Giugni, Head of Coverage, EMEA ex Germany and Austria.

11/14/2024

Premier Miton: DFMs shouldn’t be competing with advisers

The asset manager hopes to break into a crowded market by avoiding competition with financial planners and highlighting its fund experience.

11/14/2024

Ex-Ruffer top 30 star launches wealth firm

Harry Sevier will launch Lulworth Investment Management at the end of the year.

11/13/2024

Kotak Private Banking’s business head departs

After spending her entire career at the bank in various divisions, the business head is leaving Kotak Private Banking.

11/13/2024

Helvetica CEO Marc Giraudon aims for another IPO

The team spirit plays a major role for the new CEO of real estate investment manager Helvetica .

11/13/2024

RBC Brewin Dolphin hires fund analyst from 7IM

Fiammetta Valentini has joined the wealth firm as a fund analyst after 19 months at 7IM.

11/13/2024

Kevin Singh Joins as Corporate Finance Assistant Manager

Throughout his career, Singh has provided strategic financial advice to a diverse clientele, ranging from small businesses to large corporations.

11/13/2024

St James’s Place continues exec shakeup with new chief risk officer

He is set to be replaced by Hestie Reinecke, who joined the business in October.

11/13/2024

Julie Dean joins Chelverton to manage new UK opportunities fund

The Fund has no permanent size, sector or style bias and seeks to outperform the UK Equity Market by 3% per annum over rolling three-year periods.

11/13/2024

Oberon hires Adam Hughes as head of distribution

Hughes formerly with Neptune Investment Management and Gresham House

11/13/2024

Head of DACH distribution at Invesco joins Barings

Sascha Specketer will head distribution for the DACH region.

11/13/2024

Ex-Barclays fund selection head Ian Aylward joins AJ Bell

Aylward will lead a drive to create bespoke portfolios for advisers as head of investment partnerships.

11/13/2024

Hamilton Reserve Bank Names Former Goldman Sachs Executive Head of Investment Banking, Co-Head of Private Banking

Mr. Joshua Larson has over 30 years of experience in investment banking, private equity, and corporate governance.

11/13/2024

Citi Wealths Adds J.P. Morgan Exec to Lead Digital Efforts

Eric Lordi has departed J.P. Morgan to head up Citi's Wealth Platform and Experience unit.

11/12/2024

WHEB appoints Hans-Christoph Hirt to advisory committee

Hirt brings over 20 years experience to the committee

11/12/2024

Northern Trust Asset Management Hires Director of Quantitative Solutions, Asia Pacific

Jan Rohof Bolsters Regional Quantitative Capabilities and Latest in Series of Global Quantitative Appointments

11/12/2024

JP Morgan Private Bank hires UBS desk head in Zurich

Loyan Osman, who worked in a number of roles at the Swiss bank, will be joined by another new hire, an investment counsellor from Citi.

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