12/29/2023
Financial Gravity Welcomes New Family Office Director Alan Scher
As the founder of Scher Group, Alan has over 30 years of tax and accounting experience.
Executive Moves
12/28/2023
BNP Paribas Nets Ex-CS Banker in Hong Kong
Based in Hong Kong, he will be involved with strategic equity collaboration with global banking and wealth management coverage teams in the region.
12/27/2023
SEI Announces Wayne Withrow to Step Away
SEI will conduct a search internally and externally for Withrow’s replacement.
12/27/2023
Guggenheim Investments Appoints Chief Investment Officer, Fixed Income for Guggenheim Partners Investment Management
He will continue to report to Anne Walsh, Chief Investment Officer for GPIM.
12/27/2023
Alison Rose’s name axed from government report after Farage debanking scandal
Dame Alison was forced to step down from her role leading the annual review in July in the wake of the scandal over NatWest’s handling of Mr Farage’s account.
12/22/2023
Macquarie Asset Management makes strategic hire to support growth of Private Credit business
He rejoins Macquarie Asset Management from Audax Private Debt, where he oversaw the insurance solutions efforts across the company’s private debt platform and expanded investor relationships on a global basis.
12/22/2023
Nathalie Bricker Appointed Deputy Chief Executive Officer of Natixis Investment Managers
In this context, she becomes a member of the Senior Management Committee of Groupe BPCE's global financial services, placed under the responsibility of Stéphanie Paix, Chief Executive Officer.
12/21/2023
RBC Names Permanent Asia Wealth Head
He has been the interim regional head since August after replacing Terence Chow, who left after 18 years with the Canadian lender.
12/21/2023
Financial Advisor Stephen Freeman Joins Citizens Wealth Management and LPL’s Institution Services Platform
He reported having served approximately $130 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.
12/21/2023
J.P. Morgan Asset Management appoints a new member for Canada Advisor Business Jay Rana joins J.P. Morgan Asset Management in Canada
In this new role, he will be responsible for bringing J.P. Morgan Asset Management's industry leading global alternative investment capabilities to financial advisors across the country
12/21/2023
Quilter platform appoints Paul Canning as business development manager
The new role is part of a revamped and regionally focused business development team, led by Graham Folley, Quilter’s head of business development and discretionary sales.
12/21/2023
The platform advantage: HL’s Steve Clayton on the seven-year itch, AI and regrettable stocks
HL Select lead manager Steve Clayton discusses Hargreaves Lansdown’s brand power and facing tough market conditions.
12/21/2023
Stuart Rosling appointed Atomos portfolio management head
Rosling replaces former London office head Stuart McCann, who left in November after 11 years with the business.
12/21/2023
Promotions at the Obwaldner Kantonalbank
The bank council, management and all employees warmly congratulate those promoted and wish them much success and satisfaction in their responsible positions.
12/21/2023
Vontobel appoints new Head of Corporate Communications
She has a strong track record and extensive experience in communications and global public relations.
12/21/2023
Rathbones adds two senior hires to the team
In his new role working with private clients, local intermediaries and trustees, he will be actively involved in client and portfolio management as part of the investment team.
12/20/2023
Nucleus chief digital officer Andrew Smith announces departure
Rowney added that Smith has been part of the Nucleus leadership team for the past two years and “his support and contribution through the integration of Nucleus and James Hay has been invaluable”.
12/20/2023
Truist Appoints New Head Of Wealth Management
He previously served as head of wealth and institutional advisory solutions where he was responsible for Truist Wealth Advisors, Specialty, and Institutional groups.
12/20/2023
Quilter poaches Abrdn’s Canning for business development manager
Canning will report to Folley and will be focused on building long-term strategic relationships with financial advisers.
12/20/2023
Financial Planner joins growing Scottish wealth manager
Kevin will be a great addition to our Edinburgh office and we look forward to having him on board