10/25/2023
TriState Capital Bank Adds Park as SVP and Relationship Manager for Private Banking
Park has 17 years of investment experience and joined TriState Capital Bank after working with Fidelity Investments as a financial consultant.
Executive Moves
10/25/2023
Evelyn Partners bolsters Nottingham office with Financial Planner appointment
Evelyn Partners, the leading integrated wealth management and professional services group, has announced the appointment of Andrew Moat as a Financial Planner in the firm’s Nottingham office as part of its continued expansion in the East Midlands.
10/24/2023
Capital Group Hires Ex-UBS Asset Management Executive
In the last few years, we’ve made significant strides in supporting more investors across Asia and Europe to meet their long-term financial goals.
10/24/2023
Hugh James expands Private Wealth Team amidst ongoing growth
The firm’s proficiency also covers advising business owners in sectors
10/24/2023
Ari Towli leaves Morningstar Wealth a year after takeover
The senior portfolio manager departs after a decade at the firm previously known as Smart Investment Management.
10/24/2023
AJ Bell promotes Ryan Hughes to lead MPS and multi-asset proposition
Takes on investment director role
10/24/2023
Lombard Odier Turkey market head joins Zurich family office
Alexander Lips and Jean-François Enz have both left Lombard Odier.
10/24/2023
Focus Financial Partners Appoints Interim Chief Executive Officer
He succeeds Rudy Adolf
10/24/2023
Swiss ILS guru gets new billion-dollar job at Schroders
The company hopes that the new company will become a growth engine for the entire private market division.
10/24/2023
Brookfield appoints vice chair and head of financial infrastructure
Brookfield Asset Management has hired Sir Ron Kalifa has vice chair and head of financial infrastructure investments.
10/23/2023
abrdn's Brett Jollie lands new gig
The consultancy offers practitioners with hands-on experience in restructuring fund operations even as the asset management industry prepares for further consolidation.
10/23/2023
Michael Green appointed new President and Group Chief Executive Officer
He is currently General Manager of the Bank’s operations in Sweden.
10/23/2023
Ex-Credit Suisse IT Boss Lands a New Top Job
UBS has already filled the vacancy.
10/23/2023
Top GAM heads resign amid senior reshuffle
David Dowsett and Jeremy Roberts
10/23/2023
CGWM appoints Geoff Marson as Lead Fund Manager in Guernsey
He joins the firm from Odey Wealth, where he has served as Managing Director and Fund Manager for the past 16 years.
10/20/2023
StanChart Appoints Private Banking Duo in Singapore
Prior to that, he worked at Bank J. Safra Sarasin as its Singapore CEO.
10/20/2023
Merrill team overseeing $1.37B jumps to RBC
The Miami-based Ruccio Group focuses on ultra-high-net-worth clients.
10/19/2023
Mandy Ho Joins UBS Private Wealth Management in Bellevue, WA
She will work closely with ultra-high net worth clients in managing their investments and providing strategic planning advice.
10/19/2023
Timothy McNutt and Narayan Pallavur Join UBS Wealth Management in Westlake Village, California
They bring an impressive level of experience and dedication to their clients, and we couldn’t be happier to have them join our Westlake Village family.
10/19/2023
Paris Jordan departs Waverton IM to lead Charles Stanley responsible investment research team
After nearly three years at the firm