J.P. Morgan AM Adds HNW Client Advisor in Australia
In the role, she will work closely with private banks and family offices in the country to understand their needs and provide bespoke investment solutions.
Executive Moves
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LV= appoints new wealth proposition director
Most recently, she was head of platform proposition strategy at M&G Wealth.
BNP Paribas: Laurent David is leaving his position within the BNP Paribas group
He also contributed to the implementation of development plans around Artificial Intelligence that will enable the Group to pursue its strategy in this field.
Knight Frank appoints associate for asset management team
Based in the Newcastle office, Young joins from GFW and has also previously worked at Johnson Tucker and BNP Paribas Real Estate.
Northern Trust Wealth Management Announces Leadership Changes
“These appointments mark an exciting chapter for the business as we accelerate growth and elevate our banking and advisory capabilities to unique market segments
Brooks Macdonald wealth head exits after less than a year
It is understood that Alex Charalambous left Brooks earlier this year.
IQ-EQ promotes John Legrand to Deputy Group CEO and appoints Richard Surrency as Group CCO
He has an in-depth knowledge of our business and has proven his abilities to build diverse teams, engage the organisation at scale and successfully deliver numerous tech-enabled and employee-focused initiatives.
Helvetica puts its trust in targeted expertise: Marc Escher is the new Chief Financial Officer
This personnel decision underlines Helvetica’s strategic focus on financial stability, sustainable growth and operational quality.
ZEDRA appoints new Group Chief Financial Officer to drive financial strategy and growth
With over three decades of industry experience, Tony joins ZEDRA from The Davies Group, where he held the role of Group CFO for 12 years.
Titan Wealth International makes raft of key executive promotions
In addition to team director promotion, Andreas Hollas, takes helm as regional director
Ex-Zugerberg Finanz RM becomes partner at Zwei Wealth
Thomas Aregger is announced as a partner and wealth officer at the firm.
Former Deutsche Bank PB North Asia head to join HSBC
The Hong Kong-based industry heavyweight was replaced by an internal hire at Deutsche Bank.