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.
Executive Moves
9451 articles found
SJP adds six new managers to struggling global small-cap fund
The £1.9bn fund is adopting a multi-manager approach after years of underperformance.
Lazard Asset Management names head of Switzerland
He brings over 15 years of experience in asset management business development, with a strong track record in strategic client relationships.
Deutsche Bank PB Names Former Credit Suisse Exec as EMEA COO
In this role, he reports to Marco Pagliara, head of emerging markets, and Yiping Li, global COO, private bank.
Rathbones GROUP builds leadership to meet the rising need for wealth services
The firm has appointed Camilla Stowell as Chief Executive Officer of Wealth, to oversee both investment management and financial planning at the firm, subject to regulatory approval.
Timothy Stansbury Joins Orion Wealth Management LLC
Tims primary objective is safeguarding his clients' assets, mitigating risk while leveraging his 15 years of experience.
Redmayne Bentley adds to financial planning team
She joins from The Private Office and will focus on providing tailored financial planning in Leeds and Harrogate.
Brown Shipley names Kitchen as permanent CEO
He has been heading the business on an interim basis since Calum Brewster’s departure last year.
Geneva Boutique Recruits Two CS/UBS Managers
They are expected to support the company’s expansion plans.
Nomura hires Ong Kin Yok as Malaysia, Singapore MD, team head for international wealth mgmt biz — Reuters
Prior to HSBC, Ong was with UBS, where he held various positions, including senior client partner of the global family office for the ultra-high-net-worth clients
Oddo BHF goes on the offensive in Switzerland
“The strong commitment to the Swiss capital market opens up further perspectives for Commerzbank’s corporate customers in Switzerland,” says Gernot Kleckner , Head of Capital Markets in the Corporate Customers segment at Commerzbank.
Sovereign Channel Islands appoints new MD
He joined Sovereign in 2019 as in-house legal counsel and joined the Sovereign Pension’s board in 2022.