Ex-RBC Brewin Dolphin MD joins old colleagues at new boutique
Charles Ferry is the latest Brewin alumnus to join Simon Blowey's new firm Cauvery Wealth.
Executive Moves
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Barclays announces senior leadership appointments across Private Bank and Wealth Management UK and Crown Dependencies
He has advised leading banks, insurers, and wealth managers on digital transformation, growth strategy, and operating model redesign, with a focus on tech-enabled innovation and scalable digital platforms.
Top 50 IAM hires ex-Syz senior relationship manager
Lakefield Partners continues it expansion with its third relationship manager this year, Reto Nussbaumer.
Crestbridge Family Office Services appoints Managing Director
Prior to joining Crestbridge FOS, Steve was Managing Director of the Jersey office of a private equity-owned global financial services business
Former Citi PB region head for ME, Africa joins JP Morgan
After more than three decades in senior leadership roles, a Citi veteran has joined JP Morgan Private Bank to oversee its operations from Dubai.
LGT Wealth India hires seven senior executives to strengthen its private client Franchise
Anirudh Chowdhry, Managing Director, LGT Wealth India brings a deep understanding of the evolving needs of Global Indian families
Northern Trust Names New Ohio Market President
During his tenure, the Ohio team strengthened client relationships, expanded market presence and delivered consistent, high-quality service.
Brooks Macdonald founder Gumpel joins Downing
Gumpel has been appointed head of multi-asset liquid alternatives at Downing with his Aubrey colleague Renato Guerrieri also joining as quant boss.
Coller hires Franklin Templeton alts specialist to lead Northern Europe wealth sales
Appointment comes after the firm hired heads of southern Europe and DACH.
Tideway Wealth adds chartered financial planner amid ‘strategic expansion’
Harry Donoghue joins from independent advice firm The Private Office
BNP Paribas Wealth Management Names Kah Yi Chung Head of Private and Alternative Investments for Asia
In her new role, Chung is tasked with leading and accelerating the firm’s growth strategy in private and alternative investments across the region.