11/17/2022
Wealthspire Advisors Names Jonathan Connolly Head of Trust Services
Connolly will drive growth for Wealthspire by delivering trusts and estates solutions to ultra-high-net-worth families and family offices
Executive Moves
11/17/2022
BlackRock’s Apac head of wealth on leave
James Raby, Asia Pacific CFO, will take up the reins for the time being.
11/16/2022
Dynamic Planner hires director to grow enterprise client list
At Dynamic Planner, she will work on boosting the uptake of the provider’s hybrid financial planning service in this more wealthy market.
11/16/2022
Carsten Bittner appointed as CI&TO and member of the Executive Board
His appointment, which was announced on September 26, 2022, was subject to regulatory approval and discussion with the bank's shareholders and depository receipt holders.
11/16/2022
Credit Suisse Zurich fixed income selector exits to join UBS
The fund buyer has been with the bank for nine years and is the second recent departure from Omar Gadsby’s team.
11/16/2022
Top 50 IAM appoints chief investment officer
Cyrill von Burg is also joining the executive management.
11/16/2022
UBS recruits XP private banker in Brazil
Victor Souza, who previously served as a private banker in Miami, has joined UBS’s wealth management business in Brazil.
11/16/2022
Nelson Peltz resigns from Janus Henderson’s board
Famed activist investor hands over independent non-executive director position.
11/16/2022
Former BNY Mellon Exec Joins Delio as Chief Operating Officer
He has a successful track record in identifying solutions to complex business problems
11/15/2022
Schroders Alumnus Returns to Lead Asia Pacific
Schroders has also announced a number of changes to its senior personnel in the region including the retirement of Hong Kong CEO and deputy head of APAC Amy Cho.
11/15/2022
Eight-Member Wealth Management Team Joins First Republic
Team Is Led by Jeremy McChesney, Marci Rosenfeld, Jim Morehouse, Todd Duncan, and Jessica Huang
11/15/2022
PKB brings UBS managers to the board of directors
The private bank PKB , domiciled in Ticino , appointed the former UBS manager Stefano Veri as a member of the board of directors at the beginning of November
11/15/2022
VP Bank : Change on the Executive Board of VP Bank Group and appointment of a new CEO of VP Bank (Switzerland) Ltd.
Dr Mara Harvey will take over as the CEO of VP Bank (Switzerland) Ltd, including responsibility for the management of the Europe region.
11/15/2022
Zwei Wealth appoints UBS veteran as institutional clients head
Mathias Rohr has also worked in investment banking risk management.
11/15/2022
Schroders announces leadership changes in Asia Pacific
After more than 17 years with Schroders, Susan Soh, CEO of Schroders Asia Pacific, will retire from the firm at the end of this year.
11/15/2022
Evelyn Partners announces senior appointment in Transaction Services team
Jonathan joins Evelyn Partners from Quantuma where he focussed on providing financial due diligence to lower to mid-market private equity firms.
11/15/2022
Invesco appoints UK sales boss in raft of promotions
She has been promoted to the role from her former position as head of passives UK at Invesco
11/15/2022
Private Wealth Adds Partner/Senior Portfolio Manager
“Leslie brings an important specialty that you won’t find at other wealth management firms and we’re pleased to offer this additional subject matter expertise to our clients,” she said in a news release announcing the appointment.
11/14/2022
Northern Trust Names New Asia Pacific Head of Digital Assets Innovation
He was the vice president of innovation at DBS Bank.
11/14/2022
Quilter plc Directorate Change
Having previously undertaken this role with a view to handing over to Mr Barker, the Board has confirmed that Ruth Markland will Chair Quilter going forward, and Tim Breedon will be the Senior Independent Director.