11/28/2023
Canaccord Genuity hires Charles Cohen as head of wealth management for Jersey
Cohen has been with the company since 2016
Executive Moves
11/28/2023
Churchill Asset Management brings on senior investment strategist
It is a new position
11/28/2023
HSBC Hires Ex-UBS NRI Private Banker
Prior to that, he worked at Credit Suisse for nearly a decade, last as a team head for non-resident Indians (NRI).
11/28/2023
LGT Wealth Management cements stewardship push with global lead appointment
Archer will head up LGT's global stewardship initiatives
11/28/2023
Schroders Appointment of Non-executive Director
He will also join the Nominations Committee and the Audit and Risk Committee.
11/28/2023
GKB poaches new head of institutional clients from Credit Suisse
Jon Fardi Pitsch was previously deputy head of eastern Switzerland at Credit Suisse.
11/28/2023
Ex-AllianzGI star Winkelmann and team join AllianceBernstein
Five-strong unit that left the German group last month will now set up at the US company from the start of next year.
11/28/2023
Canaccord regional boss takes top Jersey wealth post
Charles Cohen will replace Ryan Harrison as head of Canaccord Genuity Wealth Management’s Jersey arm.
11/28/2023
Evelyn Partners continues expansion of Cambridge office with two senior hires
Mark joins Evelyn Partners from KPMG where he was Audit Director.
11/27/2023
Brooks Macdonald appoints former Jupiter CEO Maarten Slendebroek as chairman
Current chairman Richard Price to leave the position
11/27/2023
Chrysalis to leave Jupiter and poach managers to create new entity
Investment company is currently trading on a 49.6% discount to net asset value
11/27/2023
Altiant AB Announces Key Appointments to Executive Team: Meryam Schneider as Chief Marketing Officer and Lyndsey Denyer as VP of Client Services.
Lyndsey will oversee the delivery of the company’s strategic ad-hoc solutions, brand tracking and syndicated products, enhancing Altiant's capacity to meet the distinct needs of its clients effectively.
11/27/2023
Citi hires Carmen Haddad as VC, Middle East Wealth and Banking
This is in addition to her current involvement in key Institutional relationships in the region, including SWF and other Public sector clients.
11/24/2023
Mattioli Woods as Managing Director of Client Investment Proposition
He will also work closely with clients to understand their needs and goals and will be reporting directly to Michael Wright, Deputy Chief Executive Officer.
11/24/2023
Ex-S&W and Close directors join forces for Bristol firm launch
Jerry Barnes and Edward Green launch Gordian Wealth Management to cater to clients in the Southwest of England.
11/24/2023
Altum Group recruits Laura Brown as Director
She joins Altum after seven years with Equiom Group in senior management roles.
11/23/2023
Bank of Singapore reshuffles EAM team
Bank of Singapore's EAM experts Leong Guan Lim, Annabelle Chow and Li Li Lim have taken new roles at the bank.
11/23/2023
Macquarie wealth investment strategy chief exits
The departure comes amid a wave of layoffs in the banking and financial services arm
11/23/2023
ASIFMA Appoints Peter Stein as New CEO
Based in Hong Kong, Peter will commence his CEO position at ASIFMA on 8 February 2024.
11/23/2023
Bellevue Group welcomes new CFO
Stefano Montalbano will succeed Michael Hutter as group chief financial officer next spring.