06/02/2023
Brewin Dolphin (Ireland) Appointed Business Development Manager
The new intermediary proposition will provide investment management to British expatriates (expats) that need an EU domiciled investment manager.
Executive Moves
06/02/2023
Associated Bank welcomes Arnold Brown as private banking executive in Chicago
He has been in the Chicago market for 30 years where he has focused on the legal, accounting, engineering and healthcare industries.
06/02/2023
UBS APAC Wealth Co-Head Returns to Switzerland
He is believed to be returning to Zurich to remain with the Swiss lender though it is unclear what his new role will be.
06/02/2023
Vistra appoints Jonathan Ferrara as Managing Director, Channel Islands
Jonathan has over 30 years’ professional experience in private banking, wealth management and corporate services.
06/02/2023
Deutsche Bank is Hiring Latam Bankers in Switzerland
Schuchard will report to Billy Obregon and lead the Latam team in Switzerland, responsible for both Geneva and the newly created Latam desk in Zurich.
06/01/2023
William Blair Expands Private Wealth Teams in San Francisco, Denver
Laura Harrison Ward joins as managing director, wealth advisor in San Francisco, and Mark N. Warren and John D. Warren join as managing directors, wealth advisors in Denver.
06/01/2023
Praxis invests in new Group Head of People role
Throughout her career, Grace has successfully managed and implemented complex human resources programmes and learning and development projects.
06/01/2023
Raymond James recruits five-person Morgan Stanley team for int’l unit
The team now forms part of the Raymond James’s South Florida
06/01/2023
Clarion announces the appointment of another two ‘home-grown’ partners
She was promoted to senior associate in 2016 and became a legal director in 2020.
06/01/2023
GBST appoints global head of product innovation
Prior to that, he spent nine years working for Bravura and eight at DST Global Solutions (now SS&C Technology).
06/01/2023
Deutsche hires Credit Suisse bankers to expand Swiss-based LatAm unit
German bank scales up wealth management team serving Latin American clients from Switzerland.
06/01/2023
UBS Wealth Management Veteran Joins External Asset Manager
He joins the firm with over 30 years of experience in the financial industry and has been in Asia for the past 23 years.
06/01/2023
BIL Suisse expands M&A expertise with ex-UBS and CS bankers
Primus is to become a central link between the areas of wealth management and corporate & institutional banking
05/31/2023
JPM boosts LatAm private banking unit with new Colombia hire
Juan Andrés Gutiérrez Bacci is joining from Colombian investment bank Visum.
05/31/2023
Dynasty promotes two in wake of executive departures
The company is interviewing for the COO role that had been occupied by departing co-founder Ed Swenson.
05/31/2023
StanChart WM’s managed investments head resigns
Connie Sin has resigned as managed investments head, less than a year into the role.
05/31/2023
Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank
Former Signature Bank team joins one of Atria's subsidiaries' largest branches, American Investment Planners, to continue growth momentum
05/31/2023
Fidelity EM debt manager stepping down as lead PM
Fidelity’s emerging market debt team reshuffle prompts concern from Morningstar analysts.
05/31/2023
Enel’s new CEO Flavio Cattaneo is considering replacing CFO Alberto De Paoli.
As part of this potential restructuring, there are considerations regarding replacing chief financial officer Alberto De Paoli, who has served as Enel’s CFO for nearly a decade.
05/31/2023
AllianzGI recruits JSS portfolio manager to lead new sustainability team
Giles Money manages two funds at J Safra Sarasin but will join Allianz in August as the chief investment officer of its new global sustainability/SRI equity team.