JP Morgan Asset Management investment trust head to retire
Simon Elliott takes over as head of investment trusts with Simon Crinage to retire at the end of 2026
Executive Moves
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Senior Rathbones duo exit
Chief investment counsul Chris Hills and head of strategic partnerships Simon Taylor have left the business.
First Citizens Names Erin McCaskill as New Wealth Leader in Atlanta
Based in Atlanta, she reports to Ethan Van Eck, Senior Director of Regional Wealth, and will lead a First Citizens team of wealth consultants.
Pictet Asset Management appoints Benjamin Becker as Head of US ETF Distribution
Mr. Becker brings more than a decade of experience in the ETF and wealth management industries.
UBS Welcomes Financial Advisor Bryan Davidson in Scottsdale, Arizona
He brings a strong focus on personalized, goal-oriented wealth planning and investment strategies.
Quilter Cheviot hires corporate and entrepreneurial client development head
He joins Quilter Cheviot from Rathbones where he was head of business development for its Greenbank sustainable investment arm and previously led its private client and charity growth strategy.
BNP Paribas Wealth Management Strengthens Asia Leadership with Senior Hires from UBS, Credit Suisse and Others
In September, Kah Yi Chung joined as Head of Private and Alternative Investments Asia, bringing 20 years of experience from HSBC and other global firms.
Ocorian appoints Paul Smith as Client Director in Guernsey
He brings significant expertise in fiduciary investment oversight and the management of complex trust structures, along with a strong understanding of private client needs across multiple jurisdictions.
UBS veteran in French-speaking Switzerland retires
The dual role will be shared between two experienced managers.
Deutsche Bank finds Brazilian professional for its Swiss Private Banking
Deutsche Bank has appointed a new head of Brazil for its emerging markets private bank, effective November 1.
Alexandre Stumm becomes Head of Sales and Private Client Advisory
With his many years of experience in providing comprehensive private client services, he will also assume the role of Head of Private Client Advisory.
Deutsche Bank hires North Asia investment head from HSBC
The German bank has named its replacement for Cedric Ko.