Tim Froehlich Named Head of Investment Products for Wells Fargo Wealth & Investment Management
He will define the roadmap, launch new solutions, and enhance existing programs to deliver a best-in-class experience.
Executive Moves
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Ocorian appoints Ginny Goh as Director, Private Clients Singapore
A full STEP member, she brings a reputation for strong leadership, client relationship management and operational excellence. strong leadership, client relationship management and operational excellence.
CA Indosuez Switzerland strengthens team for institutional clients
Credit Agricole subsidiary CA Indosuez (Switzerland) is strengthening its services for financial institutions, insurance companies, and asset managers with two new senior bankers.
Steven Goodell Joins Endeavor Private Wealth
Goodell brings more than $170 million in AUM to Endeavor after utilizing TradePMR’s transition model to seamlessly tuck-in
Stuart Dodson to join as CEO of True Potential Wealth Management
Dodson brings more than 25 years’ experience in regulated financial services to True Potential Wealth Management.
JPMorgan’s UK private banking boss aims to double business in five years
Maricé Brown tells FN the Wall Street giant’s hiring plans are ‘aggressive but doable’
TriLake Partners appoints new CIO
The Singapore-based external asset manager has replaced its chief investment officer.
EFG Wealth Solutions taps HSBC for Singapore CEO
The trust and fund structuring team at EFG has expanded in Singapore with a new CEO.
Integritas Wealth Partners Expands Team with Two New Appointments
"The expansion reflects the firm’s continued growth and its commitment to delivering a highly personalised financial planning service for clients across Jersey and beyond."
PlainsCapital Bank Welcomes Kirt DeHaan as Senior Vice President, Wealth Management Market Manager for Dallas Region
He will be based at the Hilltop Plaza location in Dallas.
Schroders appoints Tom Wilson as Co-Manager of Prime UK Equity Fund
He was most recently a Fund Manager at Newton Investment Management, having previously held similar roles at Insight Investment and F&C Investments.
True Potential appoints Stuart Dodson as CEO of True Potential Wealth Management
Stuart brings to True Potential over 25 years’ experience in regulated financial services.