02/09/2023
Jupiter sells Starling stake and turns away from private assets
Regulator rules ensure open-ended mutual funds cannot hold more than 10 per cent in unlisted assets.
Executive Moves
02/09/2023
WH Ireland manager exits for Silverwood Wealth Management
George Holloway reunites with former colleagues Steven Beaney and Martin Guilbert at the start-up
02/09/2023
Invesco CEO Marty Flanagan to retire after 18 years
His successor is named as Andrew Schlossberg, who was previously senior managing director, head of Emea
02/09/2023
Deutsche Bank Poaches Aggressively From Credit Suisse
Deutsche Bank has appointed Serene Wee as managing director and senior client partner in Southeast Asia wealth management.
02/09/2023
Carey Olsen promotes new counsel in British Virgin Islands
Katrina is recognised for providing innovative solutions to clients' complex legal needs, delivered in a prompt and friendly manner.
02/09/2023
IAM Senior promotions
IAM Advisory promotes four of its most senior staff and appoints a new senior leadership team
02/09/2023
Alex Picot recruits two managers
Chelsea brings to Alex Picot seven years of trust experience, with which she will oversee a portfolio of client accounts and a team of administrators.
02/08/2023
The opportunity in deglobalisation with RBC Wealth Management’s David Storm
David provides a comprehensive assessment of the global economy before discussing RBC’s approach to capital allocation.
02/08/2023
Morgan Stanley Names Southeast Asia Chair and CEO
In his new role, Aronovitch will also retain responsibilities for sector client coverage as vice chairman of the consumer retail group.
02/08/2023
Rothschild & Co adds Senior Client Adviser to its Wealth Management business in Spain
Guillermo Moreno Fontaneda joins with immediate effect to meet increasing demand from clients following the launch of Rothschild & Co’s Wealth Management business in Spain in 2021
02/08/2023
Hampden & Co makes two C-suite appointments
The private bank puts fresh faces into leadership positions following first full-year profit.
02/08/2023
Jupiter appoints UBS veteran to co-manage Asian Income fund
REVEALED: Sam Konrad will work alongside Jason Pidcock to manage the £1.1bn fund.
02/08/2023
SGKB appoints private banker to senior role
Roland Inauen, who worked in the cantonal bank for more than 22 years, will assume the head role at the private banking international branch in St Gallen.
02/08/2023
Investment Industry Expert Joins Sionic from Eurex
Ricky joins as a Director in Sionic’s specialist Asset Management Practice, with a focus on expanding the firm’s reach across the buyside, including in North America.
02/07/2023
Sanctuary Wealth Partner Firm G Squared Private Wealth Adds Advisor Brandi Cooper to Team
Senior Wealth Advisor joining from Morgan Stanley takes a high-touch approach to wealth management that meshes seamlessly with firm's culture
02/07/2023
Joe Duran to Leave Goldman Sachs
Dave Dase, head of franchise relationships, will take over for Duran, who will still work with the firm on a new coordinated effort to bring Goldman’s capabilities across divisions to the RIA community.
02/07/2023
Citi hires ex-Sanlam Private Wealth boss Penny Lovell
Lovell joins Citi Private Bank alongside ex-Sanlam colleague Andrew Lewis.
02/07/2023
Brooks Macdonald finance boss joins True Potential
Thorpe replaces Neil Johnson, who is retiring after 16 years with True Potential.
02/07/2023
abrdn CIO for multi-asset solutions exits after four years
Aymeric Forest departs
02/07/2023
SEBA Bank Appoints Amy Yu as APAC CEO to Drive Regional Growth
She previously played an instrumental role in regional and institutional growth strategies for market leaders in the crypto industry, a global derivatives exchange and prime broker.