02/07/2022
Rothschild & Co continues UK growth
Alison will work closely with Rothschild & Co’s Global Advisory business, established in Leeds for more than 25 years.
Executive Moves
02/04/2022
J.P. Morgan Asset Management’s local head of funds exits
The business is replacing Hallifax’s role with a new one titled head of wholesale, Australia and New Zealand.
02/04/2022
Morningstar Launches Wealth Management Solutions Group
New business unit, fortified with newly hired executives, unites capabilities across Morningstar
02/04/2022
LatAm wealth shop poaches rival director for Mexico biz
Inexco caters to affluent and high-net-worth clients, as well as financial intermediaries and their clients.
02/04/2022
Neuberger Berman hires client portfolio manager from Franklin Templeton
"With portfolio managers now located in Japan, China and more in Europe, along with advances to our global research, data science and ESG capabilities, we are building on our long history of equity management."
02/03/2022
Former Goldman Sachs VP Joins $1B Wealth Management Firm
Joins as Managing Director, Investment Advisor & Wealth Planner to Lead the new Newport Beach, CA Office
02/03/2022
Former XP wealth manager joins BTG Pactual
She previously spent more than two years at BTG Pactual, initially as a senior private banker and relationship manager for the firm based in São Paulo.
02/03/2022
Credit Suisse Loses Team Serving Wealthy Saudis
The team, who is joining the German lender from Credit Suisse, will work for Deutsche Bank's offshore desk in Geneva.
02/03/2022
Rothschild & Co’s Wealth Management Business boosts Zurich team
Andreas has over 25 years of experience in the banking industry, most recently as Head of German-speaking Switzerland at Bank Julius Baer in Zurich.
02/03/2022
Mirabaud Asset Management Bolsters Swiss Equity Expertise With New Hire
He will focus on supporting the expansion of the all cap offering, including tailored ESG strategies.
02/03/2022
Smith & Williamson Investment Management (Europe) appoints CEO
She has held senior management roles in leading Irish investment firms
02/03/2022
Senior Investment Appointment at Castlefield
With over 35 years’ investment management and leadership experience Bill is a well-known face within the industry.
02/03/2022
Basler Kantonalbank is looking for a new manager for the back office
The BKB manager was promoted to management in 2019
02/02/2022
Starboard Advisors appoints Family Office president
As a seasoned family office executive with 24 years of experience serving major family offices in New England, Ouellette brings a unique perspective and focus on client service to the privately owned wealth management firms.
02/02/2022
Peregrine Wealth makes two appointments in Guernsey
Girish will be assisting with the management of the day-to-day operations of Peregrine’s range of global funds, Tammy will assist on administration and support for private clients.
02/02/2022
WMS Partners Adds Four New Employee Shareholders
Tim Chase, Chairman of WMS, said, “Laura, Chris, Sam, and Nate represent the very best of WMS, and we are thrilled to welcome them as new shareholders.”
02/02/2022
Tilney Smith & Williamson hires a new investment director
From EFG Private Bank
02/02/2022
Ruffer investment director joins Berkshire wealth manager
She says big wealth managers are too focused on increasing AUM
02/02/2022
IQ-EQ appoints new Global Head of Transformation for strategic growth
Frédérik will be based in the Luxembourg office and will be working closely with another new hire Joanna Macleod, IQ-EQ’s Group Chief Operating Officer.
02/02/2022
UBS Nabs Deutsche Bank Wealth Manager
Wilke, who advised high-net-worth individuals at Deutsche Bank for more than twenty years, joins the Hamburg branch of UBS Europe.