Elizabeth Pindar joins Brown Shipley in Leeds as Client Advisor
Pindar most recently served as an Investment Manager at LGT Wealth Management, where she managed portfolios for private clients, pensions and trusts.
Executive Moves
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Julius Baer Structured Products Head Departs After 18 Years
Shanil Stephan Bentotage, who led the Swiss private bank’s structured products division for the past five years, has commenced garden leave and is preparing for his next move.
Evelyn Partners appoints Alex Gersh as new Chief Financial Officer
Alex will join Evelyn Partners at the end of April and will work closely with Scott Kirk, Interim CFO, to ensure an orderly handover.
Swiss Re appoints Bernhard Kaufmann Group CRO as Patrick Raaflaub retires
He will join Swiss Re on 1 October from Helvetia
UBS Global Family Advisory Co-Head Steps Down
Ang worked at Credit Suisse for more than 15 years, last as its global head of family office services.
Stifel Adds Two Teams From Merrill Who Managed Nearly $3 Billion
Three Ex-Merrill Private Wealth Management Advisors Join Stifel’s Broker-Dealer Subsidiary In Dallas
NewEdge Wealth Continues Expansion of Atlanta Presence with Two Experienced Financial Service Leaders
Paul Izlar joins as Managing Director and Brendan Keelan as an investment principal as firm continues growth across Southeast footprint
Nomura Capital Management Hires Ashu Pal as Head of Portfolio Management
In this role, Pal will focus on optimizing NCM's existing investment strategies across private credit markets
EFG announces strategic leadership appointment in Dubai
She will work closely with the senior management team of EFG International to support the Group’s overall strategic objectives and positioning.
Prive Technologies names Hodes as CEO
The firm recently appointed former Value Partners CEO June Wong to head its new asset management arm.
Pictet Wealth Management signs MD from Rothschilds
Annick Crisford joins Pictet wealth management as managing director
Savvy Wealth Hires Former Pathstone General Counsel as First Head of Legal & Compliance
The newest member of Savvy Wealth’s leadership team will build and scale the firm’s legal and compliance program