05/23/2023
Non-Executive Director joins Integritas Wealth Partners
She has a broad perspective on investments and a detailed understanding of regulation, governance, family dynamics, business development and ESG issues.
Executive Moves
05/23/2023
Jim Wood-Smith to retire
Simon Reynolds appointed Head of Research
05/23/2023
IEQ Capital Strengthens its Family Office with Strategic Hire
Olsson joined IEQ Capital in 2021 to enhance its Family Office offering, and she continues to serve clients from the firm's San Francisco Bay Area office.
05/22/2023
Merrill Names New Head of Private Wealth Management
Greg McGauley to serve as head of Merrill Private Wealth Management, International and Institutional.
05/22/2023
Vontobel Nabs JP Morgan Banker for Latin America
Vontobel is hiring Emilio Muñoz in Geneva to lead the wealth management team for Latin America, it said in an emailed statement Monday.
05/22/2023
Evelyn Partners bolsters Newcastle professional services senior team with tax director appointment
He joins Evelyn Partners from PwC where he spent four years working in its private business tax team and latterly leading the North East Innovations relief team.
05/22/2023
Morgan Stanley CEO Stepping Down, Among Last From Era of Great Financial Crisis
Only a handful of CEOs at large U.S banks during the 2008-09 crisis remain in their jobs
05/22/2023
Credit Suisse wealth chief for central Europe to exit
Several team members are leaving with the team lead two months after the announcement of the merger with UBS.
05/19/2023
David Reynolds Named St. Louis Market Leader For PNC Private Bank
In addition to serving Greater St. Louis' high-net-worth individuals and families, Reynolds and his team lead the local delivery of services for PNC Private Bank Hawthorn
05/19/2023
Financial Advisors Paul Cuneo & Timothy Denihan join UBS in the Garden City, NY
Paul L. Cuneo joins UBS as a Managing Director and Financial Advisor, bringing nearly four decades of experience working in financial services.
05/19/2023
UBS bolsters offshore team with new product manager
UBS has appointed Patrick Kelly as its new offshore product manager.
05/19/2023
Abu Dhabi's ADQ hires KPMG partner as portfolio investments director - sources
ADQ, Abu Dhabi's third biggest sovereign wealth fund, has been hiring more bankers in the last two years as it steps up dealmaking in the United Arab Emirates and overseas
05/19/2023
Liontrust appoints Anthony Chemla as Fund Manager within Multi-Asset team
The appointment of Anthony Chemla follows the announcement at the end of January that Liontrust had selected new providers of the Strategic asset Allocation (SAA) – Hymans Robertson – and risk profile oversight services – Defaqto.
05/19/2023
Liontrust adds fund manager duo to Special Situations and UK Growth funds
Victoria Stevens and Matt Tonge
05/18/2023
Investec W&I loses another 30 years' wealth experience to Close
Charlotte Selby-Rickards and Charles Lawson have joined CBAM’s Cheltenham office as senior investment directors.
05/18/2023
Former Investec W&I CEO to step down from board
Whelan and Investec Bank CEO Richard Wainwright are to step down as executive directors at Investec’s annual general meeting on 3 August.
05/17/2023
LPL Financial : Hedberg Wealth Management Team Joins LPL
With more than three decades of wealth management experience, Hedberg says his company is committed to meeting clients where they are and educating them so they develop an understanding of personal finance.
05/17/2023
Wilsons Melbourne boss Ted Richards poaches for private wealth unit
He started in the new role earlier this month.
05/17/2023
Franklin Templeton hires BlackRock’s Nicholas Chui as Lai retires
Chui joins the firm’s emerging markets equity China investment team as Michael Lai retires.
05/17/2023
Credit Suisse AM Swiss sales head joins Zurich boutique
Elemer Schneider began in March and serves wholesale and institutional clients for German-speaking Switzerland.