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Executive Moves

04/16/2024

Fortitude Family Office Founder and CEO Matt Walker Named Executive of the Year by Business Intelligence Group

Walker is honored with award for his commitment to top-level client service and strengthening local communities through business and charitable initiatives

04/16/2024

Radicant replaces portfolio management boss

The company has named a new team after three portfolio managers decided to leave.

04/16/2024

JTC Names Sean Walsh as Guernsey Private Client Services Head

In his new role, Sean will lead JTC’s Guernsey-based team of private client experts

04/16/2024

Evelyn Partners continues expansion of Birmingham professional services team with senior appointment

Rick joins the Birmingham office of Evelyn Partners at 103 Colmore Row in the heart of the city’s business district.

04/16/2024

Appointment of Marc Noel as Chief Compliance Officer

He then joined the investment banking division of the French Banking Federation in 2005.

04/15/2024

UBS Private Wealth Management hires Regina Bronson and Alex Gitomer in New York City

They will report to Market Director Thomas Conigatti.

04/15/2024

Irwin Mitchell Asset Management Announces Three Senior Promotions

Promotions Follow New CEO Announcement

04/15/2024

GAM hires new distribution team member in Australia

Her appointment will expand GAM’s local presence and deepen GAM’s relationships with institutions, advisers and family offices in Australia.

04/15/2024

Sarasin & Partners names investment head in restructure

Subitha Subramaniam is appointed head of investment strategy, with Sam Jeffries replacing her as asset management head.

04/15/2024

GoldenTree Asset Management Hires John Edenbach to Continue to Expand its Wealth Management Business

He will report to Claudio Macchetto, Managing Director and Head of North American Wealth Management, at GoldenTree.

04/15/2024

MKC Wealth appoints new CFO

Cowland’s appointment to the board of MKC Wealth is subject to regulatory approval.

04/15/2024

Schroders Capital bolsters private debt and credit alternatives business with two senior hires

These two appointments continue Schroders Capital’s strong momentum, having recently announced the hires of Ingo Heinen as Global Head of Business Development and Product and Allen Chilten as Global Head of Real Estate Capital Formation.

04/12/2024

JPMorgan Private Bank Taps Goldman’s Kui as Head of China Market

She will succeed Grace Lin, who is retiring from the bank after eight years, and report to Harshika Patel, the regional chief executive of the Asia private bank.

04/12/2024

Asset managers expand wealth distribution teams

Schroders has appointed Jude Fernandez as head of intermediary, based in Sydney, reporting to head of client group, Australia, Ray Macken.

04/12/2024

Shannon Hobbs Joins BNY Mellon as Chief People Officer

Earlier in her career, she served in key human resources leadership roles for 10 years at JPMorgan Chase.

04/12/2024

UBS Private Wealth Advisor Jason Stephens named to Barron's Top 1200 Financial Advisors list

This recent recognition continues a lengthy list of industry accolades.

04/12/2024

Citi Australia managing director takes on expanded remit

She has over 25 years' experience in financial services, spanning banking and asset management.

04/12/2024

7IM launches major investment into its award-winning proprietary platform with senior hires

Reporting into James in brand-new roles are Jonathan Ball as Data Architect

04/12/2024

Royal London Asset Management appoints Chief Client Officer

He will report to Hans Georgeson

04/12/2024

Charles Russell Speechlys expands innovation offering with creation of new Advanced Client Solutions team

The Firm begins hiring into the new department

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