10/26/2023
SEI Appoints Stephanie Miller to Board of Directors
Industry Veteran Brings Expertise Across Financial Services and Multinational Corporate Strategy
Executive Moves
10/26/2023
J.P. Morgan Hires Wealth Strategy Head From Capital One
Her role will not include responsibility for the firm’s private bankers, who are housed under JPMorgan’s Asset & Wealth Management division.
10/26/2023
Deutsche Bank Adds Ex-CS Relationship Managers
Based in Singapore, he reports to Southeast Asia market head Eleanor Lam.
10/26/2023
Rathbones hires charity investment head from CCLA
James Ayre joins the wealth management group as head of investment for charities.
10/26/2023
New chair for Mattioli Woods as Kiddie steps down
The company is also focusing on developing its investment proposition and Maven, its private equity business.
10/26/2023
Meghan Meger appointed sole head of BMO Private Wealth Canada
Geoff Newton, who had been co-head of BMO Private Wealth Canada since June 2022, has departed
10/25/2023
Minchin Moore appoints former Morningstar MD
He will take on responsibilities across the firm’s institutional and family office client base and business.
10/25/2023
Kenneth J. Kito, CFP® Joins Fiduciary Trust International as Wealth Director in New York Office
Organization Continues to Grow its New York Headquarters
10/25/2023
Manager duo steps down from abrdn Global Innovation Equity as part of reshuffle
Follows Andrew Brown’s departure
10/25/2023
Impax hires Ross Pamphilon as Head of Fixed Income
Ross is based in London and reports to Charles French, Deputy Chief Investment Officer, Listed Investments.
10/25/2023
German group overhauls Swiss private banking management
Widespread changes are being made to the team at the Zurich subsidiary of Frankfurter Bankgesellschaft, the private bank of the German Sparkassen finance group.
10/25/2023
TriState Capital Bank Adds Park as SVP and Relationship Manager for Private Banking
Park has 17 years of investment experience and joined TriState Capital Bank after working with Fidelity Investments as a financial consultant.
10/25/2023
Evelyn Partners bolsters Nottingham office with Financial Planner appointment
Evelyn Partners, the leading integrated wealth management and professional services group, has announced the appointment of Andrew Moat as a Financial Planner in the firm’s Nottingham office as part of its continued expansion in the East Midlands.
10/24/2023
Capital Group Hires Ex-UBS Asset Management Executive
In the last few years, we’ve made significant strides in supporting more investors across Asia and Europe to meet their long-term financial goals.
10/24/2023
Hugh James expands Private Wealth Team amidst ongoing growth
The firm’s proficiency also covers advising business owners in sectors
10/24/2023
Ari Towli leaves Morningstar Wealth a year after takeover
The senior portfolio manager departs after a decade at the firm previously known as Smart Investment Management.
10/24/2023
AJ Bell promotes Ryan Hughes to lead MPS and multi-asset proposition
Takes on investment director role
10/24/2023
Lombard Odier Turkey market head joins Zurich family office
Alexander Lips and Jean-François Enz have both left Lombard Odier.
10/24/2023
Focus Financial Partners Appoints Interim Chief Executive Officer
He succeeds Rudy Adolf
10/24/2023
Swiss ILS guru gets new billion-dollar job at Schroders
The company hopes that the new company will become a growth engine for the entire private market division.