12/20/2023
Truist Appoints New Head Of Wealth Management
He previously served as head of wealth and institutional advisory solutions where he was responsible for Truist Wealth Advisors, Specialty, and Institutional groups.
Executive Moves
12/20/2023
Quilter poaches Abrdn’s Canning for business development manager
Canning will report to Folley and will be focused on building long-term strategic relationships with financial advisers.
12/20/2023
Financial Planner joins growing Scottish wealth manager
Kevin will be a great addition to our Edinburgh office and we look forward to having him on board
12/19/2023
Bridgeworth and Savant Congratulate Five New Member-Owners
Their promotion reflects their dedication to the firm, its clients, and their leadership within the industry and community.
12/19/2023
Coutts appoints Alena Kosava as investment director
Former AJ Bell research head exited the platform in June
12/19/2023
Sun Life Singapore Welcomes New CEO for 2024
He will report to Karim Gilani, the President of Greater China, Singapore, and International High Net Worth at Sun Life Financial.
12/19/2023
GAM investment chief takes over fund as outperformer exits
Albert Saporta joined GAM’s management in October after vocally supporting the firm’s takeover earlier this year.
12/19/2023
LPL Financial Welcomes Best Wealth Management
The team reported having served approximately $130 million in advisory, brokerage and retirement plan assets*, and joins LPL from Ameriprise.
12/18/2023
EFG Expands Greater China Front Office
The other new hires all join from fallen Swiss lender Credit Suisse, which is currently undergoing integration with UBS.
12/18/2023
BlackRock Names Head of Australasia Private Credit
Prior to joining the Japanese bank in 2010, he also worked at Lloyds International in Sydney focusing on distressed corporate, real estate and leveraged finance accounts.
12/18/2023
Kingswood U.S. Welcomes New Senior Research Analyst Karen Sterling Amid Rapid Expansion
New York-Based Biochemist and Molecular Biophysicist Joins Team as Senior Advisor Supporting Expansion into Healthcare, Biotechnology Sectors
12/18/2023
Scandal at Sound Capital: CEO leaves unexpectedly
But now, after just one and a half years, Simon Grossenbacher is resigning from his position at the end of 2023, completely unexpectedly.
12/18/2023
Invesco appoints UK ETF distribution lead for asset managers
At iShares, he led the sales team for ETFs and indexed investments, focusing on UK asset managers.
12/15/2023
Olivier Houix Appointed as new Chief Executive Officer of Ostrum Asset Management
Olivier Houix began his career in 1997 in the General Inspection department of Banque Indosuez.
12/15/2023
Lombard Odier once again brings in well-known ex-CS banker
She will work for Lombard Odier from both Geneva and Zurich.
12/15/2023
GAM outperformer joins Zug boutique to launch arbitrage fund
Roberto Bottoli is linking up with former GAM colleague Jonathan Stanford at Serafin Asset Management.
12/15/2023
Rothschild & Co appoints new Head of Banking Services for Guernsey banking business
Stuart joins Rothschild & Co from FNB Channel Islands, the Guernsey deposit taking business of FirstRand Bank, which he has led since its establishment in 2014.
12/14/2023
Citi’s Mark Mills to Depart After 23 Years in Latest Wealth Exit
Mills was replaced by Jonathan Leach, previously deputy head of Citigroup’s investment management division after earlier serving as head of investments for North America.
12/14/2023
Rival boutique poaches Fisch convertible bond manager
The fund ranks 10th out of 63 global convertible funds for total return over the last three years, with -6.1%.
12/14/2023
BofA's former head of wealth, private bank Keith Banks to retire
Banks currently serves as vice chair and chief investment officer for the lender's pension and benefits plan investments.