Lucerne real estate asset manager announces deputy CEO
Philippe Kaufmann becomes deputy CEO of real estate and investment manager Greenbrix Asset Management.
Executive Moves
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Park Avenue Securities and National Financial Network welcome Brian Falconer and colleagues from Wealth Management Resource Group
National Financial Network expands its footprint in the Northeast and enhances its joint commitment with Park Avenue Securities to client financial well-being.
Forbes Names Mesirow Wealth Advisor Jennifer Rosenblum, CFA as 2025 Top Women Wealth Advisors Best-in-State
Recognition comes as Mesirow Wealth Management continues to grow organically as well as through strategic acquisition.
Family office appoints inaugural chief executive
Current UBank chief executive Philippa Watson has been appointed by Forrest to lead her family office and philanthropic venture, founded in 2023.
SJP hires ex-Aberdeen marketing boss Rob Sanders as chief client officer
CEO Mark FitzPatrick continues to overhaul the wealth manager’s leadership team a year after taking the helm
Cazenove Capital appoints new Portfolio Director for charities team
With almost 20 years of investment experience, Hugo brings valuable expertise to this role.
Franklin Templeton hires former StanChart ME director
The asset manager has hired a well-known name in the investment landscape in the Middle East to bolster its client solutions.
SEB appoints new Country Manager UK and new Head of Private Wealth Management & Family Office
The changes are effective as of August 25, 2025.
JP Morgan Asset Management expands in Switzerland
He most recently served as Sales Director Switzerland at Nordea Asset Management.
Vontobel chief economist departs
Reto Cueni had been Vontobel’s chief economist since 2020.
Nomura IWM's Greater China banker departs
The banker, who covers China ultra-high net worth market, has left the bank after one and a half years.
Evelyn hires Aberdeen planning director in North push
Mark Carter will join the firm’s Leeds office, while Rathbone’s Gail Carr will join its Newcastle office as an investment manager.