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.
Executive Moves
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.
05/17/2023
Evelyn Partners appoints experienced financial planner to support expansion of Chelmsford office
Harrison joins Evelyn Partners from Fisher Investments
05/17/2023
SGKB nominates lawyer for board of directors
Cornelia Stengel specialises in financial market and data protection law.
05/16/2023
Credit Suisse's Australia Bankers Joins Boutique Advisor
The departing bankers include managing director Adam Reid, vice president Clarence Fok, junior analyst Ashley Low and associate Kevin Tian.
05/16/2023
Evelyn Partners expands West Midlands presence with hiring of new financial planner at Birmingham office
Nick Hathaway is a Chartered Financial Planner and joins from Jerroms Financial Planning, where he has worked since 2018 and where retirement planning and NHS pension work with senior clinicians were areas of specialism.
05/16/2023
Citi appoints Sharad Mohan as Singapore's head of international personal bank
The appointment comes at a time when Singapore has been benefiting from strong inflows from wealthy people amid global economic uncertainty because of the city-state's status as a financial safe haven.
05/16/2023
Private Wealth Advisor Ting O’Connor Joins UBS in San Jose, CA
The team also includes Senior Wealth Strategy Associate Jenny Brummer and Client Service Associate Erica Soriano.
05/16/2023
Private banker leaves Lombard Odier to join Santander
Steve Howarth departs after 10 years in order to take up a new role at the Spanish bank.
05/16/2023
Geneva family office adds Arab Bank veteran to advisory board
Jean Kamitsis brings 43 years’ wealth management experience to NewOak.
05/16/2023
Geneva LatAm private banker departs Credit Suisse
Gustavo Ramos Baron has left the bank after roughly three years where he catered to Brazilian clients from the firm’s desks in Geneva, Switzerland.