09/15/2023
Atomos poaches Fidelity advice policy head
Dawn Mealing joins as financial planning business manager after six years at Fidelity International.
Executive Moves
09/14/2023
Abrdn hires new head of institutional and global solutions from US giant
Some of his responsibilities will include managing consulting actuary relationships
09/14/2023
Holborn Assets appoints Ostrick and hires 25 advisers
To meet demand for golden visas
09/14/2023
UBS Hires Award-Winning Portfolio Manager
Hoffmann-Burchardi joins UBS from Tudor Investment Corporation, where she worked as a senior partner.
09/14/2023
Brown Shipley appoints new CFO
He will bring more than two decades of experience to the firm founded in 1810
09/14/2023
Benchmark strengthens Executive Leadership Team
This appointment highlights the increased collaboration, integration and shared growth objectives for Benchmark and Schroders in the UK, as well as the overall ambitions for Benchmark’s continued strong growth in the adviser market.
09/14/2023
Syz eyes RM hires and acquisitions as it pushes ahead with growth plan
Head of private banking at the group, Nicolas Syz, sees growth in the Middle East, LatAm and Swiss markets.
09/14/2023
Northern Trust Appoints Senior Managing Director of Wealth Advisory Team and Ultra High Net Worth Practice Lead for East Region
In his role as a Senior Managing Director, Donovan will lead one of Northern Trust's wealth advisory teams in the Northeast Region
09/14/2023
Investec appoints new Channel Islands Chief Executive Officer
Jane Niles joined Investec in 2016, initially leading the Corporate and Family Office segment, and more recently, acting as Head of Offshore Real Estate and Head of Lending.
09/14/2023
Michelle Tring Appointed as Group Director for Affinity Private Wealth
Her dedication to client satisfaction and wealth preservation aligns entirely with Affinity Private Wealth's core values.
09/13/2023
Indosuez Wealth Management strengthens Middle East operations with new leadership appointment
Announces the appointment of Emile Salawi as Head of the Middle East
09/13/2023
HSBC hires five Credit Suisse private bankers for new UK team
The arrivals are part of the bank’s ongoing push into the UK market, with 30 relationship managers joining so far this year.
09/13/2023
St James’s Place names Mark Fitzpatrick as new CEO
Fitzpatrick succeeds Andrew Croft who has been with the firm since 1993, serving in the top job since 2018
09/13/2023
Hamilton Lane Announces CEO Succession, Further Leadership Evolution
They succeed Mario Giannini, who, after 22 years as Hamilton Lane’s CEO, will join Hartley Rogers as Executive Co-Chairman. Rogers has served as Chairman of the Board since 2005.
09/13/2023
HSBC Appoints New APAC Private Banking Head
Previously, he also held senior roles at Citigroup.
09/13/2023
Top 50 IAM appoints new CIO
Copernicus Wealth Management appoints Tatjana Xenia Puhan as its new CIO.
09/13/2023
Fisch AM promotes multi-asset solutions chief to CEO
Zurich-based investment firm has announced the succession plan, which will kick in later this year.
09/13/2023
Belasko appoints new Associate Director in Guernsey
He will utilise his 18 years of experience in the private wealth sector and oversee the Guernsey fiduciary team and drive growth initiatives within the business.
09/13/2023
BNP Paribas Asset Management hires ETF sales specialist for Switzerland
At BNPP AM he will focus on developing the company’s ETF and index fund client base in the German-speaking area of Switzerland and providing clients with specialist expertise in sustainable ETFs and index investment solutions.
09/13/2023
Quilter Cheviot appoints new fund research analyst
These hires take the size of the Quilter Cheviot research team to 22, one of the largest in the industry.