03/23/2023
DWS Appoints APAC Head
She will also retain her current role as head of client coverage, APAC.
Executive Moves
03/23/2023
Quilter Investors makes first hires to Manager Research Hub as expansion takes shape
Cassar and Durmaz join Marcus Cave and Andrew Budge in the team after they transitioned from internal roles.
03/23/2023
Bank Linth: Change in management
He will leave the bank at the end of May 2023.
03/22/2023
Osborne Clarke grows team with Private Wealth specialist Partner Patrick Wooddisse
Prior to this, he trained at Amhurst Brown Colmbotti and worked at Burges Salmon.
03/22/2023
Sionic Expands Wealth & Private Banking Expertise
New Partner Stéphane Assemat has a remit across Switzerland and Benelux
03/22/2023
Indosuez Wealth Management makes three senior appointments
Based in Paris, Alexandre Drabowicz reports to Delphine Di Pizio-Tiger and succeeds Vincent Manuel.
03/22/2023
KKR Names Paula Campbell Roberts Chief Investment Strategist for Private Wealth
New role deepens KKR’s commitment to collaborating with private wealth firms and financial advisors and expanding individual investors’ access to its alternative investment strategies
03/21/2023
Oberon Investments appoints chair and head of investments
Mike Cuthbert and Phil Smeaton
03/21/2023
Momentum Global IM poaches Quilter Top 100 star
Revealed: Jade Coysh joins the firm as senior analyst and ESG specialist, after more than five years with Quilter Cheviot.
03/20/2023
Blackrock Nets Ex-Goldman Executive in Asia
Prior to that, he was head of the algo development micro franchise strategy group at Goldman where he was responsible for the design and implementation of multiple projects across the region.
03/20/2023
WH Ireland poaches Ruffer investment director
Kevin Smith leaves Ruffer after 16 years to join WH Ireland as an investment manager in its wealth division.
03/20/2023
Fredy Hasenmaile will be the new chief economist at Raiffeisen Switzerland
On July 1, 2023, Fredy Hasenmaile will take over as Head of Economic Research at Raiffeisen Switzerland.
03/20/2023
Sanctuary Wealth Welcomes Iterhic Wealth Advisors As Partner Firm
Next gen advisor from Morgan Stanley launches wealth management firm with $170 million in client assets and partners with Sanctuary to scale business for future growth
03/20/2023
Stonehage Fleming appoints two Directors
She joins Stonehage Fleming from Ocorian, where she has served as an Executive Director for the past two years.
03/17/2023
UBP Rejigs Investment Services Unit in Asia
Previously, he also worked at Daiwa, Bank of America Merrill Lynch and Deutsche Bank.
03/17/2023
Angeles Wealth Promotes CFP To Partner
At age 37, Wohlforth is the youngest partner in the firm’s history to be appointed to the position.
03/17/2023
Quilter Cheviot strengthens Managed Portfolio Service team with new hire
Oduntan will work in the Quilter Cheviot Managed Portfolio Service (MPS) team
03/17/2023
Change to Amundi’s corporate governance
This period will end following the Annual General Meeting which will be held on 12 May 2023.
03/17/2023
Five UBS Client Advisors promoted in the firm’s Jersey office
Client Advisors, John Pipon and Stephen Coelho, have been promoted to Associate Director.
03/17/2023
Quilter promotes Steve Gazard to chief distribution officer
The new role will allow him to lead consistent and effective delivery across all channels ensuring that every element of the Quilter proposition is built with advisers and their clients in mind.