Trio of additions to Dorset wealth management firm
He specialises in wealth management, equity release, and retirement planning.
Executive Moves
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JP Morgan poaches Pictet PM in private banking push
JP Morgan’s EMEA fixed income credit strategy services ultra-high-net-worth clients
Blue Owl Capital Hires Blake Shorthouse as Global Head of Family Capital
Former KKR executive brings 30 years of financial markets experience to Blue Owl
Quilter Cheviot Europe appoints Morgan Whelan as relationship and investment manager
He brings extensive experience in wealth management, financial planning, and client relations, which will be instrumental in supporting the growth of QCE’s footprint presence in Ireland.
Ex-HSBC Executive Joins Wealth Planning Consortium
He brings a diverse array of services including insurance, trust, and family office advisory services.
Matthews Asia trims investment team amid layoffs
Morningstar has placed a number of the firm's funds under review after five portfolio managers were removed from the strategies, and have reportedly left the company.
FNZ Appoints Anthony Habis as Group Head of Asia Pacific
Anthony joins FNZ at a pivotal moment as the company continues to expand its footprint across Asia Pacific
Iress appoints 2 to APAC wealth team
Callum Masson has been appointed as executive general manager for product and technology, while Martin Johnson joins as general manager for technology.
RBC Wealth Management appoints new head of private banking in Singapore
This move is part of the firm's commitment to expanding its operations and enhancing client relations in Southeast Asia.
Victor Hernandez joins Bolton Global Capital and launches NewEra Wealth for Hnwi
Former J.P. Morgan Managing Director, Victor K. Hernandez, joins Bolton Global Capital and partners with the firm to launch NewEra Wealth for high-net-worth investors.
Brooks Macdonald strengthens its presence in Scotland with the appointments of Stephen Martin, Alan Riddell, and Vicky Drysdale
They will join Brooks Macdonald on 1 July 2025.
Hawksford bolsters Jersey private client team with managing director promotion
She has previously won ‘Trustee of the year – Director’ category in Citywealth’s Future Leaders Awards and featured regularly in the eprivateclient Top 35 under 35 lists.