LPL Financial Welcomes Gallagher Wealth Management
He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Investment.
Executive Moves
9250 articles found
Industry heavyweight Nick Tucker retires following decades of leadership in wealth and investment management
Nick retires after decades of leadership in the wealth and investment management industry
Former Waverton CEO Nick Tucker retires
Tucker had been serving as a non-executive director since the merger between Waverton and London & Capital a year ago.
Kaleido Privatbank Zurich: Richelieu Takes Over, CEO Departs
On Monday afternoon, the CEO confirmed to finews.com that he had resigned from his position at Kaleido.
GAM Strengthens European Presence with Appointment of Karim Carmoun to Lead France, Benelux and Monaco
Based in Paris, Karim will report directly to GAM’s incoming Group Chief Distribution Officer, Tim Rainsford, who will re-join the firm on 1 October.
HSBC GPB makes senior hires across SEA and international markets
The latest hires at HSBC GPB build on several other recent senior appointments in the region.
Liontrust appoints co-head of global innovation team
Clare Pleydell-Bouverie will lead the team alongside existing head Storm Uru
Nomura names ex-StanChart exec as ME, Europe wealth head
The Japanese bank aims to step up its expansion across the Middle East and Europe with a focus on high-net-worth clients, family offices, and EAMs.
Ron Meraz to Join Citi as Wealth Regional Director
He brings a reputation for outstanding client and industry connections with broad experience across the Southwestern United States.
Canaccord Wealth ESG head Patrick Thomas exits
Thomas departs the firm he started his career with 15 years ago.
Hightower Names Scott Hadley as New Chief Advisory Officer
The Wealth Management Firm Also Announced a New Chief Strategy Officer and Chief Marketing Officer