07/21/2022
Canaccord appoints new UK head of equity fund research
He will take on the role of head of equity fund research after being promoted from his role as investment analyst at CGWM UK.
Executive Moves
07/21/2022
IQ-EQ Guernsey appoints two new Private Wealth directors
She holds a Master's degree in Corporate Governance and is an Associate of the Chartered Governance Institute.
07/21/2022
Two gatekeepers leave RBC's manager research team
Two gatekeepers have left the RBC Global Wealth Management manager research team in the last month.
07/20/2022
Julius Baer Nets Ex-HSBC Investment Banker
Mitra has 15 years of experience handling institutional clients, most recently at HSBC Global Markets where he was the ASEAN co-head of institutional & wealth sales.
07/20/2022
NewEdge Wealth Expands Business Development Team in Response to Advisor Demand
Industry veteran Jason Catlender will help firm recruit ultra high net worth advisors
07/20/2022
Fidelity appoints APAC head of equities
In the new role, Dropkin is charged with driving best-in-class investment performance in Asia Pacific, Fidelity said.
07/20/2022
Former Citi PB market manager named alts firm CEO
Prior to moving to Vila Rica, Chicayban was Citi Private Bank’s global market manager for the New York area where he oversaw a team of around 60 advisors.
07/19/2022
HSBC Asset Management Names Asia Wholesale Head
Based in Hong Kong, Li reports to global head of wholesale Thorsten Michalik and chief executive for APAC and Hong Kong Daisy Ho.
07/19/2022
Snowden Lane Adds $180M Fieldpoint Advisor to Leadership Team
Former Fieldpoint Private Managing Director Tom Hakala joins Snowden Lane’s NYC headquarters.
07/19/2022
JPM Private Bank hires Citi LatAm vet for Miami team
He is switching from the sales and product side to work as a private banker covering Brazil for JPM
07/19/2022
Natixis IM Hires Ex-Fosun Executive as China Head
Natixis Investment Managers appoints Helen Yang as chief representative and head of China
07/19/2022
BNY Mellon Wealth Management Names New Head of Deposits
Prior to joining BNY Mellon Wealth Management, Brian was at Morgan Stanley for 12 years, where he most recently served as executive director, head of Cash Management & Bank Accounts.
07/19/2022
Departure of Blackstone Resources battery boss
Blackstone Resources AG is a Swiss holding company based in Baar
07/18/2022
António Horta-Osório Is Joining Mediobanca
Prior to working at Credit Suisse, Horta-Osório led British bank Lloyds back to profitability following the 2008/09 financial crisis.
07/18/2022
Bluespring Wealth Partners Welcomes David Canter as President
RIA Powerhouse Joins Bluespring to Focus on Key Growth Initiatives and M&A Strategy
07/18/2022
Pictet names co-heads of absolute and total return credit
Swiss group hands dual position to experienced investor and relative newcomer, Citywire Selector has learned.
07/15/2022
Liontrust adds to fixed income team with double hire
Sharmin Rahman and Emma Veitch
07/15/2022
LGT Crestone hires head of sustainability
Sustainable investing is a top priority for us, and we look forward to having Amanda lead our efforts to drive long-term environmental change in both our operations and networks.
07/15/2022
Targens Switzerland Appoints New CEO
Becker, who was previously responsible for Targens' Swiss and Liechtenstein markets, has been on the company's executive board since 2021.
07/15/2022
Fidelity Exec to Join Kestra’s Bluespring Wealth Partners
Canter spent nearly 13 years at Fidelity, where he most recently served as head of the RIA custody business.