11/16/2023
EdR evaluates candidates after fund selector departs
Head of fund research Laurent Chevallier will fill the vacated role on an interim basis.
Executive Moves
11/16/2023
Aberdein Considine hires Compliance Director for Wealth Management business
During her career Sally gained a broad range of experience and skills with a number of financial services organisations including Bank of Scotland and Welcome Financial Services.
11/15/2023
Manulife cuts 250 jobs in asset management and wealth unit
Financial firms are continuing to reduce headcount in response to mounting economic and geopolitical uncertainties, higher rates and a slower pace of dealmaking.
11/15/2023
Pacific Asset Management expands Adviser Solutions team
With the hire of a new director
11/15/2023
Deutsche Bank appoints CEO for Deutsche Bank UK and Ireland
She will report to Fabrizio Campelli
11/15/2023
Bank von Roll appoints supervisor for Swiss and Swedish customers
He will be responsible for two key markets for Bank von Roll.
11/15/2023
UBS Global Wealth Management appoints new Country Head, Jersey
Across his 25-year career at UBS, Tobias has held a variety of roles across Europe.
11/14/2023
Bradesco Private Bank appoints Miami head of int’l sales
Mauricio Farias will lead and coordinate the Brazilian private bank’s commercial strategy, efforts and teams in both Miami and Luxembourg.
11/14/2023
WRISE Nets Ex-Bank of Singapore Team Head
Previously, he also worked at Credit Suisse’s investment banking division and Grant Thornton as a certified public accountant.
11/14/2023
Payment specialist brings in digital experts from UBS
The appointee brings with him a lot of digitalization experience.
11/14/2023
Geneva-based banker takes over EAM business for SocGen PB Europe
Christophe Cantala, who previously headed financial intermediaries for the Swiss wealth management division at BNP Paribas, will focus on Societe Generale’s external asset managers in Switzerland, Luxembourg and Monaco.
11/14/2023
Investec strengthens Birmingham office
Investment director Kirsty Cartwright joins Investec Wealth & Investment from RBC Brewin Dolphin in Birmingham
11/14/2023
Cetera Wealth Management introduces a new adviser
An established adviser joins Evershore Financial Group, part of Cetera, after leaving LPL Financial.
11/14/2023
Close Brothers AM restructures senior investment leadership
Creates five new top roles
11/14/2023
Investec strengthens Birmingham office
Investment director Kirsty Cartwright joins Investec Wealth & Investment from RBC Brewin Dolphin in Birmingham
11/14/2023
Davies adds award-winning wealth experts to Jersey leadership team
This expansion of the leadership team also increases the range services Davies offers to the Jersey market
11/13/2023
RBC Brewin Dolphin names fund research head
Shakhista Mukhamedova takes up the role next year, while Michael Paul will move to an investment management position
11/13/2023
Unigestion portfolio management head to depart
Prior to joining Unigestion, he was head of systematic equities at Lombard Odier.
11/10/2023
Cambridge Hires Former LPL Exec to Boost Acquisitions
Dee Morgan will take a more proactive approach to acquisitions of both broker/dealers and RIAs, whether that's through minority, majority or 100% stakes.
11/10/2023
HSBC AM Names Southeast Asia Chief
Based in Singapore, he will report to HSBC Asset Management CEO APAC and Hong Kong Daisy Ho as well as HSBC head of wealth and personal banking Singapore Ashmita Acharya.