05/01/2019
Brown Shipley hires Morningstar multi-asset wealth manager
He will report to chief investment officer Toby Vaughan and work on developing Brown Shipley's investment proposition.
Executive Moves
05/01/2019
Santander names ex-Barclays Wealth director as private bank boss
Santander increases its focus on its private clients
05/01/2019
Investec launches client network
Investec says it hopes to connect like-minded clients to drive collaboration and new wealth creation opportunities.
04/30/2019
Citi North America Private Bank names unit chair: memo
An internal search for her replacement will begin this week after the job is posted.
04/30/2019
Morgan Stanley $6 Billion Wealth Team Departs to Woo Rich Texans
Jason Fertitta is the president of the new firm, which has partnered with Dynasty Financial Partners, according to a statement Monday.
04/30/2019
Gadd and Spilsbury depart Artemis
Senior distribution departures
04/30/2019
AAM Advisory Announces New Chief
He succeeds Matthew Dabbs who has stepped down from the role but will remain with AAM in an executive role.
04/30/2019
Fidante Partners appoints head of product
Responsible for research and development of firm's product range
04/30/2019
BNP Paribas WM hires new head of private equity and debt
He takes over from Agnès Garcia, who is now transversal coordinator for the key client group as part of Rémi Frank’s team.
04/30/2019
Private client investment manager appointments Head of Multi-Asset Funds
Chris Godding, Chief Investment Officer, commented: “Tilney has one of the largest multi-asset fund books in the UK, supported by a sizeable team of twelve analysts and portfolio managers."
04/30/2019
Bank Leumi USA Appoints Head of U.S. Private Banking
Zaremsky previously served as Regional Head for New York Private Banking
04/30/2019
Iress names UK MD
He joined IRESS two years ago and has successfully established and led the expansion of our lending business in Australia.
04/30/2019
Dolfin appoints advisory panel amidst continued growth
Four seasoned financial services specialists with impressive reputations – Rodney Baker-Bates, Stephen Kingsley, David Roper, and Roger Sanders OBE – join the new panel.
04/30/2019
Raymond James names new group COO
Prior to her current role, Jenson was a managing director in UBS Financial Services’ Chicago market, where she was responsible for business development, risk management and recruitment.
04/30/2019
Reuss Private appoints new wealth management chiefs
Bögli has held a partner position at the firm since 2017
04/30/2019
BNP Paribas WM appoints global head of Private Equity & Private Debt Investments
He began his career with Barclays Capital in Paris where he worked in the Investment Banking team.
04/30/2019
AM reshuffles portfolio management team
The company has also announced that a new bond manager will join the team on 1 June 2019.
04/29/2019
Soros fund’s new leader upends firm in strategic overhaul
Investment chief Dawn Fitzpatrick’s tenure atop $25bn family office marked by turnover and sweeping change
04/29/2019
Industry veteran joins EFG Singapore
Pun is a veteran private banker and has extensive knowledge of the Asian market.
04/29/2019
Pimco poaches country head for Switzerland from JPMAM
He was a partner at Bellevue Asset Management and head of International Clients at Julius Baer.