KeyBank Appoints Robert Weiss to Lead Family Wealth Business
He is based in New York City and reports to Key Wealth President Joe Skarda.
Executive Moves
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Brooks Macdonald strengthens its Sales and Distribution with the appointments of James Goward and Ben Johnson
Both positions are within Sales and Distribution in the intermediary business.
Rathbones Asset Management boosts Scotland and Northern Ireland distribution
She will be based in Glasgow, and will build relationships with wealth managers, financial advisers, and intermediary clients across the regions.
J.P. Morgan Asset Management Strengthens Retirement Business with Strategic Hires
Experienced Retirement Experts Josh Forstater and Tina Anstett Join the Firm
Financial Advisor Michael Rubenstein Joins UBS Private Wealth Management
Michael’s responsibilities will include business development, relationship management, trust, estate and financial planning as well as investment management.
Ninety One hires Standard Chartered veteran as alt credit chief
Alper Kilic will lead a 40-strong team covering private credit and infrastructure capabilities.
Julius Baer Scores a Talent Coup
He started his new role as Head of the Core Banking Program at the Zurich-based institution on Monday.
Zurich Wealth Manager Recruits Former UBS Executive
Fluri brings over 25 years of experience in the financial industry, specializing in Ultra High Net Worth (UHNW), family office, and institutional clients.
Basel-based private bank Baumann expands its circle of partners
He has been heading the Zurich branch since June 2023 and is a member of the operational management team.
Wren Sterling chair Darby stepped down at the end of 2024
Wren Sterling said Darby had “helped steer the business to deliver strong performance and client outcomes.”
BOS names market group head and hires discretionary trio
Bank of Singapore adds three to its discretionary team and its five new market group heads take on their new roles.
Muzinich strengthens wealth team with BlackRock hire
Pam Hsieh joins as director of marketing and client relations.