10/31/2023
Brooks Macdonald to cut 55 jobs as market conditions bite
The job cuts will fall across all areas of the investment management firm’s business and shave £4m in costs.
Executive Moves
10/31/2023
Ex-Standard Life Aberdeen private head to chair under pressure PE trust
Former Abrdn Private Equity Opportunities manager Peter McKellar becomes chair of Princess Private Equity after a tough year of resignations at the fund.
10/31/2023
J.P. Morgan appoints Harshika Patel as new Asia private bank CEO
The Asia Private Bank operates in a key region for J.P. Morgan's private banking business
10/30/2023
J.P. Morgan Private Bank Names Hong Kong Head
Prior to that, he spent over a decade in the healthcare sector, including in a regional managerial role at a multinational pharmaceutical company.
10/30/2023
Former BNP Paribas WM Asia structured products head to join BoS
The former Asia structured products head led a team of advisory and execution specialists, based in Singapore.
10/30/2023
Evelyn Partners hires responsible investment director
Katrina Brown joins
10/30/2023
Partners Group Expands Japan Private Wealth Team
Prior to his latest appointment, he worked at BlackRock for 15 years, most recently as a eam head for wealth and retail in Japan.
10/30/2023
LGT Private Banking poaches senior RM from Credit Suisse
Pascal Schaufelberger spent over 15 years at Credit Suisse.
10/30/2023
EdRAM head of dedicated solutions exits
Alexandre Wieczorek spent over 18 years at the company.
10/30/2023
Investec Wealth hires veteran RBC Brewin director
Kirsty Cartwright joins Investec Wealth & Investment’s Birmingham office after nearly two decades at RBC Brewin Dolphin, where she worked as divisional director.
10/30/2023
Former UBS leader becomes new CEO at Advisor Credit Exchange
Co-founder Peter Stanton remains with the firm as strategic advisor.
10/30/2023
Fidelity hires former M&G and Federated Hermes sustainability chiefs
Phil Cliff and Aaron Hay will focus on the firm’s sustainable investing strategy within private credit and net-zero targets.
10/29/2023
Ill-fated Credit Suisse managing director arrives at Rothschild
He extricated himself from the Credit Suisse husk in August 2023 and has just joined Rothschild's London financial institutions group (FIG) team as a managing director instead.
10/27/2023
Citi names Nancy Bertrand private bank head for Canada- memo
She most recently served as a private banker leading a team in Toronto and Montréal, advising ultra-high net worth families, foundations and single-family offices.
10/27/2023
Mirabaud appoints new head of wealth management office in Geneva
Elodie Lesueur started her new role in September.
10/27/2023
VP Bank hires new lead of investment consulting Switzerland
Thomas Kuhn has joined the bank in Zurich.
10/27/2023
Edinburgh private office appoints Abrdn director as CIO
The Scottish family office run by a former UBS Wealth duo hires Katy Forbes as CIO, after an 18-year stint at Abrdn.
10/26/2023
Barclays appoints Ian Woods as Vice Chairman, Industrials Investment Banking
Mr. Woods brings to Barclays over 20 years of investment banking experience, and will play a leading role in strategic dialogue and M&A advisory for key Building Products and Distribution clients
10/26/2023
M&G Appoints Head of APAC
Previously, she also held senior positions at Pictet Asset Management, First State Investments, HSBC Asset Management and Citibank.
10/26/2023
Tom Howard Named Aspire Technology Solutions’ CFO
His professional journey includes significant roles such as Director at PwC and, more recently, Group Managing Director at the well-regarded marketing agency Reprise UK.