06/02/2021
Six-Person Advisor Team Joins UBS Private Wealth Management
In addition to JT, Angela and Sean, the team also includes Client Service Associate Jordan Sayer, Senior Wealth Strategy Associate Chris Carothers, and Senior Wealth Strategy Associate Tyler Baker-Williams.
06/02/2021
Long-established central London law firm promotes within Private Wealth department
The appointments are effective from 1 June 2021 and demonstrate the firm’s strong commitment to growth and developing internal talent.
06/02/2021
Charles Stanley appoints former Brown Shipley boss head of investment
Charles Stanley has promoted recent recruit and former Brown Shipley chief executive Ian Sackfield as managing director of investment management services.
06/02/2021
Investec hires senior investment director from Julius Baer
Michelle White joins the firm from Julius Baer, where she was an executive director in London for three years specialising in providing services to US clients.
06/02/2021
Former boutique boss joins Groupama AM as chief investment officer
Convertibles expert who launched own venture in 2013 joins French firm to aid growth plans.
06/02/2021
Sarasin promotes two to partner
Prior to joining in 2017, Simons was the Division COO for Wealth Management at C. Hoare & Co
06/02/2021
Former Brooks Macdonald AIM architect joins Rathbones
Scott Lothian joins Rathbones after leaving Brooks at the end of May.
06/02/2021
Wealth manager appoints head of academy
He will be responsible for the nationwide academy management team which supports all new joiners looking to form part of the “partnership”.
06/02/2021
David Schmid has joined CAT Financial Group as a strategic partner and co-owner, both the company and Schmid told finews.com.
06/02/2021
Bowen arrives competitor Deloitte, where he worked for five years.
06/02/2021
Philippe Lespinard was head of fixed income at Schroders for 10 years.
06/02/2021
At Lombard Odier he held various positions in the office of the operating chief for the private clients business where he led various projects on developing sales activities, operational efficiency and digital transformation.
06/02/2021
He began his career as a wealth manager at HSBC Private Bank, and was later a director at Capstone Financial.
06/02/2021
The move is a coup for Julius Baer, which has considerable ambitions on the subcontinent.
06/01/2021
Contemi Appoints Fintech Veteran
In addition to his directorship with Contemi, Martin serves as the President - APAC at Quantum Six, a specialist Banking advisory consultancy.
06/01/2021
In the newly created role McFadyen will drive GAM's institutional business across Australia and New Zealand.
06/01/2021
Crestone confirmed the departure and said a new appointment to the position would be announced shortly.
06/01/2021
Ninety One hires new Greater China institutional head from RBC
Evelyn Xia is moving from RBC Global Asset Management to oversee the growth of the Anglo-South African firm's institutional business in the world's second-largest economy.
06/01/2021
Having guided the merger of two predecessor brands, Borja was integral in the financial restructuring and governance of the resulting company
06/01/2021
Tramondo has hired Patrick Rissi to lead the firm’s ESG initiatives, stock selection and fundamental analysis.