10/30/2023
Investec Wealth hires veteran RBC Brewin director
Kirsty Cartwright joins Investec Wealth & Investment’s Birmingham office after nearly two decades at RBC Brewin Dolphin, where she worked as divisional director.
Executive Moves
10/30/2023
Former UBS leader becomes new CEO at Advisor Credit Exchange
Co-founder Peter Stanton remains with the firm as strategic advisor.
10/30/2023
Fidelity hires former M&G and Federated Hermes sustainability chiefs
Phil Cliff and Aaron Hay will focus on the firm’s sustainable investing strategy within private credit and net-zero targets.
10/29/2023
Ill-fated Credit Suisse managing director arrives at Rothschild
He extricated himself from the Credit Suisse husk in August 2023 and has just joined Rothschild's London financial institutions group (FIG) team as a managing director instead.
10/27/2023
Citi names Nancy Bertrand private bank head for Canada- memo
She most recently served as a private banker leading a team in Toronto and Montréal, advising ultra-high net worth families, foundations and single-family offices.
10/27/2023
Mirabaud appoints new head of wealth management office in Geneva
Elodie Lesueur started her new role in September.
10/27/2023
VP Bank hires new lead of investment consulting Switzerland
Thomas Kuhn has joined the bank in Zurich.
10/27/2023
Edinburgh private office appoints Abrdn director as CIO
The Scottish family office run by a former UBS Wealth duo hires Katy Forbes as CIO, after an 18-year stint at Abrdn.
10/26/2023
Barclays appoints Ian Woods as Vice Chairman, Industrials Investment Banking
Mr. Woods brings to Barclays over 20 years of investment banking experience, and will play a leading role in strategic dialogue and M&A advisory for key Building Products and Distribution clients
10/26/2023
M&G Appoints Head of APAC
Previously, she also held senior positions at Pictet Asset Management, First State Investments, HSBC Asset Management and Citibank.
10/26/2023
Tom Howard Named Aspire Technology Solutions’ CFO
His professional journey includes significant roles such as Director at PwC and, more recently, Group Managing Director at the well-regarded marketing agency Reprise UK.
10/26/2023
Morgan Stanley Announces Ted Pick to Become Chief Executive Officer on January 1, 2024; James Gorman to Become Executive Chairman
Andy Saperstein to be Co-President and Head of Wealth and Investment Management; Dan Simkowitz to be Co-President and Head of Institutional Securities
10/26/2023
SEI Appoints Stephanie Miller to Board of Directors
Industry Veteran Brings Expertise Across Financial Services and Multinational Corporate Strategy
10/26/2023
J.P. Morgan Hires Wealth Strategy Head From Capital One
Her role will not include responsibility for the firm’s private bankers, who are housed under JPMorgan’s Asset & Wealth Management division.
10/26/2023
Deutsche Bank Adds Ex-CS Relationship Managers
Based in Singapore, he reports to Southeast Asia market head Eleanor Lam.
10/26/2023
Rathbones hires charity investment head from CCLA
James Ayre joins the wealth management group as head of investment for charities.
10/26/2023
New chair for Mattioli Woods as Kiddie steps down
The company is also focusing on developing its investment proposition and Maven, its private equity business.
10/26/2023
Meghan Meger appointed sole head of BMO Private Wealth Canada
Geoff Newton, who had been co-head of BMO Private Wealth Canada since June 2022, has departed
10/25/2023
Minchin Moore appoints former Morningstar MD
He will take on responsibilities across the firm’s institutional and family office client base and business.
10/25/2023
Kenneth J. Kito, CFP® Joins Fiduciary Trust International as Wealth Director in New York Office
Organization Continues to Grow its New York Headquarters