11/20/2023
Mercer Names Head of Investment Sales for Asia
He will also further develop alternative investment activity in the region.
Executive Moves
11/20/2023
Succession Wealth appoints head of M&A
He joins from PwC’s financial services advisory team, where he led the team’s wealth management advisory offering, working with clients on both the buy and sell side.
11/20/2023
Fahad Kamal appointed CIO at UK private bank Coutts-LinkedIn
The addition of Kamal comes alongside a number of staff changes at Coutts, including the addition of new chief financial officer Siobhan Boylan in September, the firm's website says.
11/20/2023
Evelyn Partners bolsters Leeds office with experienced investment manager appointment
He specialises in managing portfolios for charities and private clients and could be considered as one of the longest serving specialist charity managers in the region.
11/20/2023
Stonehage Fleming Appoints Head Of Family Office Guernsey
Prior to this Gillian was Director and Head of Fiduciary Services at Duncan Lawrie Private Banking, and Director at Abacus Trust Company.
11/20/2023
Advent International Appoints Wealth Management Executive Tricia Rothschild as Operating Partner
Rothschild spent more than 25 years at Morningstar, transforming the company from startup to a leading, global and publicly-listed provider of investment research software, data, and index solutions.
11/20/2023
7IM’s Verona Kenny leaves after 10 years, as FNZ’s MD joins
Russell Lancaster has been appointed MD of platforms and intermediary partnerships, while Chris Justham will be promoted to MD of intermediary solutions.
11/20/2023
State Street Global Advisors names new head of Emea
In her new role, Prendergast will report to President and CEO Yie-Hsin Hung and will continue to lead State Street Global Advisors Europe, Ltd.
11/17/2023
Schroders Personal Wealth appoints Head of Transformation
He will have accountability for the planning, implementation and management of change initiatives and for the framework used to deliver change and benefit realisation.
11/17/2023
Nomura scoops up Neuberger Berman’s Kapish Patel
Patel to be reunited with Julian Marks
11/17/2023
JPM Miami advisor joins Citi Private Bank’s UHNW LatAm lending unit
Manuel Al-Abdallah will provide lending solutions to Citi's ultra-high net worth private banking clients based in Latin America.
11/17/2023
Insigneo recruits int’l advisor vet from Merrill Lynch
Frank Fiore is the latest addition to the group's New York office which is led by former UBS executive Alfredo Maldonado.
11/17/2023
Zug fund management brings in ex-manager from Blackrock Switzerland
Studer is moving from the Swiss branch of the world's largest fund house Blackrock to PMG.
11/17/2023
Geneva IAM hires private banker to head client services
Julie Mouton-Arnold has left BIL Suisse to join Baseline Wealth Management in October.
11/16/2023
Sionic adds Richard Dodds to wealth management practice
He arrives from State Street, with 25 years of industry and consulting experience.
11/16/2023
Northern Trust Asset Management Names New International Head of Quantitative Strategies
He will report to Michael Hunstad
11/16/2023
Andrew Forrest charges into asset management with Fortescue Capital
Based in New York, Fortescue Capital will be led by Robert Tichio, who spent more than 17 years and raised about $US43 billion at private equity firm Riverstone Holdings.
11/16/2023
Maya Joelson Joins Savvy Advisors as Founding Principal Wealth Manager and Global Investment Strategist
The Harvard-trained economist will lend her international markets insight to help the firm’s clients achieve their long-term financial goals
11/16/2023
Close Brothers AM poaches senior investment manager from Evelyn Partners
Sally Fawcitt joins
11/16/2023
Canaccord targets advisers with Abrdn and M&G Wealth hires
Toby Gower and Francis Walker join CGWM as business development directors to help increase the wealth firm’s advice reach in the north and southwest.