09/19/2024
Ocorian appoints new Guernsey Private Client Director
He will work with Ocorian’s Business Development colleagues by sourcing and introducing exciting new intermediary contacts with a focus on the Middle East.
Executive Moves
09/18/2024
One Four Nine Group Appoints Regional Director
His expertise is instrumental in strengthening our support for financial planners, ensuring they have the resources and guidance needed to deliver the highest level of service to our clients.
09/18/2024
BlackRock rejigs private credit unit amid senior exits
The changes include the creation on a global direct lending division and the exit of the asset manager's global private debt head.
09/18/2024
Former J Safra Sarasin banker joins Neuberger Berman
After two-years with the private bank, the relationship manager is switching to the asset management industry.
09/18/2024
Barclays appoints Rob Patterson as Head of Data & Information Platforms Coverage within Technology Investment Banking
With over 20 years of Investment Banking experience, Mr. Patterson brings to Barclays deep client relationships and extensive industry knowledge that will further strengthen the firm’s Technology Investment Banking franchise
09/18/2024
Barclays appoints Abhishek Singhal as a Managing Director within Technology Investment Banking
Mr. Singhal brings to Barclays extensive industry knowledge and deep client relationships that will further strengthen the firm’s Technology Investment Banking franchise
09/18/2024
Fisch Asset Management strengthens team with hire of additional convertible bond portfolio manager
Before joining Fisch, Jessen worked at Flossbach von Storch in Cologne from 2017
09/18/2024
Evelyn Partners strengthens Debt & Capital Advisory business with new Partner, Fenton Burgin
Fenton has originated and led significant Board level client relationships
09/18/2024
Apex Group appoints new professional trustee
Before joining Apex Group, Bill held prominent roles as a professional trustee at Law Debenture
09/17/2024
Bank of America names co-leaders for initiative linking investment bank, wealth units
The co-heads will be responsible for maximizing opportunities between the Global Corporate & Investment Banking, Merrill Wealth Management and Private Bank units
09/17/2024
Patricia López Molina joins GAM Madrid to lead and strengthen distribution across Iberia
Patricia is an experienced business development professional with over 20 years of working in the asset management industry.
09/17/2024
GAM’s systematic chief to exit after 18 months in the role
Swiss fund house undergoes yet more turnover as quant efforts receive rethink.
09/17/2024
Philipp Good joins Helvetica’s Board of Directors, adding to its expertise in the field of sustainable real estate investment
Philipp Good has extensive expertise in the fields of asset management and sustainability.
09/17/2024
Investec wealth veteran exits to join Oberon Investments
Thompson spent 18 years at Investec, latterly as a senior investment manager, and was running £180mn of client money at the time of his departure.
09/16/2024
Julius Baer Adds Asia Veteran in Switzerland
He was most recently working at UBS, heading Southeast Asia coverage for Credit Suisse out of Switzerland.
09/16/2024
Skerritts snaps up £1bn Harrogate IFA and Openwork CFO
Former Citywire New Model Adviser Top 100 firm Ellis Bates Financial Advisers will join the group, along with new chief financial officer Grant Hotson.
09/16/2024
Global financial services group GSB makes double hire for wealth division
Paul Waterman and Craig Holding join the firm in Dubai
09/16/2024
ZEDRA welcomes new Deputy CEO to enhance leadership team
This appointment marks an exciting chapter for ZEDRA as it continues to enhance its leadership team with innovative and dynamic individuals.
09/16/2024
TEAM’s Managed Portfolio Services range delivers strong performance, placing it amongst top UK providers
The MPI (Managed Portfolio Indices) comprise approximately 50 direct competitors offering portfolio solutions with similar characteristics.
09/16/2024
Edmond de Rothschild REIM appoints Lennart Weinhold as Managing Director in the real estate debt team
He will also be involved in loan origination and execution in his new role as Managing Director in the Real Estate Debt team.