07/27/2022
JSS replaces thematic equity head and recruits tech PM
It has also appointed a lead portfolio manager for its future health fund.
Executive Moves
07/27/2022
Egon Zehnder makes ex-gunner responsible for sustainability
Egon Zehnder has appointed Rachael De Renzy Channer as Chief Sustainability Officer.
07/27/2022
Equilibrium Financial Consultancy founder joins Evelyn Partners’ Glasgow office
The scheme gives financial advisers approaching retirement an opportunity to migrate their clients to a new, long-term home with a high-quality wealth management proposition.
07/26/2022
Deutsche Bank Reshuffles Top Investment Banking Roles
He spent 22 years with the German lender
07/26/2022
Ryan Detrick Joins Carson Group from LPL
Carson taps former LPL market strategist to advance its investment platform and research capabilities.
07/26/2022
Former Miami wealth shop CEO joins Bolton in senior role
The independent broker-dealer and RIA confirmed that Butnaru joined this week after spending the previous 10 years as chief executive officer of Boreal Capital Management’s business in Miami.
07/26/2022
Butterfield Announces the Board Retirement
He joined Butterfield’s Board in 2018.
07/26/2022
34-Year Citi Vet to Lead Affluent Units in Asia
Sambamurthy is a 34-year Citi veteran returning from his sabbatical following his most recent role as head of international personal banking (IPB) where he helped integrate the bank’s global non-resident Indian business with the Singapore unit.
07/26/2022
VP Bank has to accept a weighty departure
He also managed the European business at the Swiss branch.
07/26/2022
Brown Shipley appoints new Client Senior Manager in Edinburgh
She will be responsible for the management of clients’ investments as well as providing broader wealth management advice to new and existing clients in Scotland.
07/26/2022
UniCredit simplifies corporate structure, private banking head Vecchi to leave - memo
It is also the latest in a string of exits of long-standing senior UniCredit executives in recent weeks.
07/25/2022
Over 100 Promotions at JTC as Part of Bi-Annual Group-Wide Promotions
Promotions were made across 18 jurisdictional teams
07/25/2022
Ex-Bank of Singapore Alts Experts Joins J.P. Morgan AM
Previously, he was also an alternatives specialist at Blackrock and head of alternate investments Hong Kong at HSBC Private Banking.
07/25/2022
Indosuez Wealth Management appoints Global Head of Real Estate
Based in Paris, she reports to Pierre Masclet, Deputy Chief Executive Officer of Indosuez Wealth Management.
07/22/2022
BNY Mellon Wealth Management Names Senior Client Strategist in Boston
Rob works with ultra-high-net-worth families, business owners, corporate executives
07/22/2022
BNP Paribas Securities Services Names Southeast Asia Head
Luc Renard has been named head of Southeast Asia at BNP Paribas Securities Services, according to a statement, effective immediately.
07/22/2022
UK charity tax relief receipts remain broadly steady but warning over future donations given cost of living crisis
This is an important indicator that charities are benefitting from UK donors and can continue to do good work in communities around the world as a result.
07/22/2022
Merrill Private Wealth Lassoes Citi Private Banker Managing $300M in Dallas
The lead brokers of the T&G team—Melissa Transier and Chris W. Green—had joined Merrill in 2009 from Citigroup Global Markets, according to their Brokercheck reports.
07/22/2022
CHF 15bn Zurich IAM appoints chairman
He is a specialist in fixed income and foreign exchange.
07/22/2022
Decalia appoints private markets specialist as partner
He will take the place of Isabella Pedrazzini on the management committee.