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Executive Moves

05/21/2019

Premier AM creates responsible investment head role for HSBC hire

Bringing over 20 years' investment industry experience to the role, Winch previously worked as a director and policy head at the Principles for Responsible Investment and BT Pension Scheme Management.

05/21/2019

Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor

“Adding an experienced and dedicated relationship professional like Jaime to our team reinforces our commitment to providing our clients with a high level of expertise and service,” said Ken Pollinger, CEO and Co-Chairman of KFWA.

05/21/2019

Goetz Fitzpatrick Expands Its Trusts & Estates Practice to High-Wealth Individuals, Family Offices, and Family Businesses

Manhattan-based Goetz Fitzpatrick welcomes Alison Arden Besunder, Esq. as Of Counsel, adding Estate Litigation and Guardianship capabilities to their Trusts and Estates Department.

05/21/2019

Northern Trust Strengthens its Foundation & Institutional Advisors Practice

is nonprofit leadership experience coupled with his background in investment management gives him a unique ability to serve our clients.

05/21/2019

BNY Mellon IM poaches ASI's Michael Beveridge

Head of UK intermediary distribution

05/21/2019

Zurich boutique expands in-house research team with new hire

He will be responsible for healthcare and consumer discretionary analysis.

05/21/2019

SIX elects two new board members to replace CS and Raiffeisen reps

Gutzwiller is also president of the Association of Swiss Regional Banks.

05/21/2019

Wendy Hopkins Joins Leading Cardiff Law Firm Robertsons Solicitors

Wendy is very well regarded in the Wales and South West family law sector and is known as a highly successful businesswoman and a formidable negotiator working on behalf of high net worth individuals.

05/21/2019

ASI and BNY Mellon IM distribution bosses swap firms

He left his previous employer in February

05/21/2019

Avaloq to Lose Top Executive

Avaloq said it expects to have a replacement lined up in coming months.

05/21/2019

Julius Baer Poaches Pictet Veteran

The move is a reversal of copious poaching by Pictet

05/20/2019

Citibank hires Singapore CEO; FundRock names Asia markets MD

He will manage the Citi Singapore’s consumer business and lead the consumer franchise in its ASEAN cluster.

05/20/2019

Boutique hires wealth head two months after acquisition

My ambitions have a clear focus on producing high quality investment returns and delivering on our client objectives.

05/20/2019

Lombard Odier Poaches from Julius Baer

His move is the latest in a series of changes at Lombard Odier's 222-year-old partnership

05/20/2019

Rockefeller Global Family Office Establishes Its San Francisco Presence with the Addition of Bruce Tenenbaum

Rockefeller’s expansion in San Francisco is the latest development in the Firm’s strategic growth.

05/20/2019

Zurich WM welcomes new partner

He becomes Valvest’s sixth partner

05/20/2019

Brown Shipley hires from 7IM for Edinburgh expansion

I am particularly looking forward to working with the existing team as we continue to provide an excellent, bespoke wealth management service to cater to our clients’ needs.’

05/17/2019

Butterfield Announces Management Changes as COO Steps Down

On behalf of the Board of Directors, I would like to thank Dan for his many contributions and wish him the best of luck in his future endeavors.

05/17/2019

Hermes makes key private debt and CLO hire

The private debt team manage UK and European direct lending strategies dedicated to senior-secured loans in the mid-market space.

05/17/2019

Artemis hires fifth member of Kames bond team

Artemis is also set to launch a new Ucits fund.

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