07/10/2023
GoldenTree Asset Management Hires Principal in Newport Beach, CA
He will report to Kathy Sutherland, Chief Executive Officer and Partner at GoldenTree.
Executive Moves
07/10/2023
Bank Linth’s private clients head joins Raiffeisen
Markus Rauber, who spent 16 years at Bank Linth, departs as the company restructures after its purchase by Liechtensteinische Landesbank.
07/10/2023
Raiffeisen appoints investment advisory head
Yvan Roduit is an internal promotion, and his previous position is still vacant.
07/10/2023
New Commercial Director joins ZEDRA’s Fund Solutions team
He will be reporting to Wim Ritz, Global Head of Funds.
07/10/2023
Eight Wealth Appoints Head of Tax and Estate Planning
Her primary focus will be to deliver personalized advice to affluent clients in the region and provide highly tailored services to high-net-worth individuals living and working overseas.
07/10/2023
LPL Financial Welcomes 509 Wealth Management
He reported having served approximately $400 million in advisory, brokerage and retirement plan assets*, and joins LPL from Ameriprise.
07/07/2023
UBS names new head of LatAm wealth management
Credit Suisse's former Latin America head Marcello Chilov is taking over from Sylvia Coutinho who has been promoted to a new senior role.
07/07/2023
GoldenTree Asset Management Announces Chief Talent Officer
She previously served as a Senior Principal at ghSMART, supporting investors and CEOs on key leadership and organizational challenges, including management due diligence and leadership succession.
07/07/2023
NewEdge Wealth Adds to Growing Miami Office With Former Wellington Management Equity Portfolio Manager
Gregory Pool Joins Eight-Member NewEdge Team in Brickell Neighborhood
07/07/2023
UBS Wealth Unit Appoints CS Bankers to Top Roles
This includes the appointment of five ex-Credit Suisse bankers to senior roles in the Asia Pacific region.
07/07/2023
Top 100 star steps down from wealth boutique she co-founded
Citywire Top 100 fund selector Julia Warrander has left her role at Affinity Private Wealth 12 years after founding the business.
07/07/2023
Rothschild & Co appoints Strategic Adviser in North America
Senior appointment supports continued growth of Global Advisory business.
07/07/2023
Financial Gravity Welcomes New Family Office Director Diane Gibson
She has expertise in tax preparation and planning and works with clients to optimize their tax planning, compliance, and financial strategies.
07/07/2023
BBVA Switzerland Adds Blockchain Specialist
The bank sees traditional and digital assets coexisting in the future and is reinforcing the new business line two years after going live with a crypto offering for its private clients.
07/06/2023
Brooks Macdonald appoints Matthew Wintour to newly created Head of International Distribution role
In this newly created role, Matthew will spearhead efforts to drive revenue acceleration, achieve profitable growth and expand market share.
07/06/2023
Integritas appoints Richard Gomersall as Senior Wealth Partner
He joins after five years at Rathbones Group, latterly as Head of Client Development.
07/06/2023
Nucleus appoints Strategic Account Director
Prior to this he spent 5 years at Aberdeen Standard Investments as 3rd Party & Major Distribution Director and has also held senior roles at AXA Elevate and Cofunds Ltd.
07/06/2023
Nucleus appoints commercial delivery director
Laura joins Nucleus after seven years at NatWest Group as managing director of strategy for Coutts.
07/06/2023
Quilter Investors adds to Manager Research team with new hire
Prior to this, he was an investment analyst at LGPS Central Limited, and has worked across global financial institutions in analytical roles.
07/06/2023
Barclays Names Asia Private Banking Head
As part of the appointment, Singapore head of private banking Evonne Tan will shift her reporting line from head of UK international private bank James Penny to Singh.