Wellington Management Appoints Michael Trihy as Head of Portfolio Management
In this position, Mr. Trihy will lead the expansion of Wellington’s evergreen private investing capabilities for private wealth clients.
Executive Moves
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AA-rated bond fund manager exits GAM
Florian Komac has left GAM, leaving two funds he used to manage in the hands of Daniel Rossacher and Tolga Yildirim.
Connor Reinarman Joins Bradford Wealth Management As Advisor
In his role, he will assist clients with personalized financial planning, individual retirement accounts, employer-sponsored retirement plans, investment brokerage services, college savings plans, trust accounts, charitable giving solutions, life insuranc
Top business lobbyist resigns
The lawyer, who worked for many years as a legal consultant in the Basel pharmaceutical industry and sits on several boards of directors
Sarasin & Partners appoints independent non-executive director
Burgess was also a founding board member of the Investor Forum, chair of the Investment Committee at the Investment Association, and a member of the Kingman Review advisory panel.
Top 100 star exits as Aberdeen moves MPS management
Benjamin Benson exits after a year.
T. Rowe Price appoints head of EMEA distribution
In 2022, Terry transitioned to head of UK & Ireland distribution, where she has delivered strong leadership and strategic clarity
Santander announces Mike Regnier to step down as Santander UK CEO
An appointment process to find Mike’s successor has started.
Seasoned Real Estate Expert Devin Hipkin Joins Allsopp & Allsopp Private Office
In his new role, Devin will focus on providing bespoke advisory services to ultra-high-net-worth individuals, offering them the discretion, confidentiality, and personalised attention that define the Private Office experience.
Evelyn Partners' Andrew Middleton to join Everton FC
The business has begun the process of recruiting a successor.
UBS Florida International Adds Gustavo and Leon Ciobataru in Miami
Both will be based in the bank's offices located in downtown Miami and will report to Catherine Lapadula, managing director/market executive of UBS Florida International
W1M continues to scale Private Wealth team with strategic hires
New hires bring a combined 56 years of wealth and financial planning experience to firm’s enhanced client proposition.