10/16/2020
Lazard Asset Management Expands Alternative Investment Platform
Forms Lazard Coherence team of industry veterans with credit expertise -
Executive Moves
10/16/2020
Octopus Ventures expands team
he more we can add to our breadth and depth of experience, collectively, the better we can serve our portfolio companies and bring in the next generation of world-changing pioneers.
10/16/2020
Trust Corporation International appoints trusts litigation expert to its board
While he will not be practising or advising clients in his new role, Mr Buckle’s arrival is central to Trust Corporation’s desire to solidify its position as the offshore market-leader in the field of contentious fiduciary work.
10/15/2020
Northern Trust Names New Head of Client Services
Before joining Northern Trust, Hwang led teams servicing North Asia private bank clients as head of client services at JP Morgan Chase.
10/15/2020
Grayhawk hires private banker
The family office firm recently announced a deal with Sagard Holdings
10/15/2020
Man GLG’s Japan managers Harker and Edwards to retire
The team runs the £1.2bn Man GLG Japan Core Alpha fund.
10/15/2020
Vontobel AM hires global banks head for Switzerland
He previously worked at Zürcher Kantonalbank (ZKB) for over eight years, where he held a variety of roles, including global head of sales and head of wholesale for Switzerland at Swisscanto Invest.
10/15/2020
Mayfair-based boutique names two internal promotions
His new role helps to embed his processes and methodology throughout the investment culture at PBIM"
10/15/2020
BNY Mellon Wealth Management Names Market President in Atlanta
His deep understanding and relationships across our business will be instrumental in supporting our Active Wealth management approach to help our clients achieve long-term financial success.
10/14/2020
Credit Suisse hires ex-BofA banker to target wealthy entrepreneurs
The 50-year-old Austrian is no stranger to Swiss banking.
10/14/2020
BNY Mellon Wealth Management Names Senior Client Strategist in Menlo Park, CA
Audrey brings substantial global business and financial services experience to this role
10/14/2020
Christian Meissner to assume senior role in the financial services industry, stepping down from Julius Baer Board of Directors
Christian Meissner was elected to the Board in May 2020.
10/14/2020
MFA’s Wealth Management Practice Announces Two New Partners
"Tim and Jeremy have demonstrated an extraordinary commitment to the futures of all those they represent, and we look forward to having them alongside us and our customers as true strategists and partners."
10/13/2020
Morgan Stanley Hires Merrill Lifer with $473-Mln Book in Illinois
The advisor, who joined Morgan Stanley with one of his two client associates, according to his new firm’s website, did not return a call for comment.
10/13/2020
SYZ Capital welcomes Gian Kull as Principal, Head of Special Situations & Uncorrelated Strategies
He will not only be managing portfolios, but will also be spearheading the sourcing and execution of some of the firm’s private market investments, reporting directly to Marc SYZ, CEO of SYZ Capital.
10/13/2020
Former Merrill Advisor Joins Seventy2 Platform
A spokesperson said that Dearie, formerly a senior financial advisor and vice president with the Lee Dearie Group at Merrill Lynch Wealth Management, brings a $60 million book of business to Seventy2 Capital.
10/13/2020
Premier Miton Investors makes three new hires from Legg Mason
Joe O'Donnell, Tom Hoyer Millar and Bradley Worsfold appointed
10/13/2020
Investec appoints new Belfast wealth head
In her new role, Leigh Yeaman replaces Samuel Brown, who retired last month.
10/12/2020
Bonham Carter steps down from Jupiter board for new role
Jupiter said the shake up would allow him "greater flexibility" to manage his portfolio of external appointments.
10/12/2020
Geneva boutique hires multi-asset strategies head for subsidiary
This is part of Quaero’s efforts to expand its multi-asset investment solutions after the launch of a global convertibles bond strategy in May.