Brown Shipley bolsters Nottingham team with appointment of Thomas Clarke as Client Advisor
Clarke joins from Woodgate Financial Planning, where he was a Financial Planner.
Executive Moves
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Evercore Wealth Management Names Jonathan Kropf Partner and Head of San Francisco Office
Previously, he held a similar role as an executive at First Republic Private Wealth Management.
Northern Trust Names Robert Moritz, Richard Petrino to Board of Directors
Moritz, the former global chairman of PricewaterhouseCoopers (PwC), will join the Northern Trust Board of Directors effective March 1, 2025.
Scott Poore Named Chief Investment Officer of Kingswood Wealth Advisors
Poore to continue overseeing the rebranded Kingswood Eudaimonia Asset Platform, a TAMP that provides advisors access to strategic and customized portfolios
Envestnet Announces Chris Todd as Chief Executive Officer
Transformational Leader to Drive Innovation, Enhance Client Experience, and Accelerate Growth
Ex-Julius Baer CIO becomes chair of Top 50 IAM
Longstanding Wydler Asset Management employee Frank Ramsperger succeeds founder Edwin Wydler, who is stepping down as chairman of the board of directors.
DZ Privatbank establishes CIO board and appoints spokesperson
DZ Privatbank appoints Michael Bissinger as spokesperson and creates a CIO board, replacing Stefan Bielmeier as CIO.
Indosuez WM's Asia investment head exits
The well-known fund selector is leaving the bank after an eight-year stint.
Ninety One appoints Justin Jewell
Jewell to join Developed Markets Specialist Credit team.
AllianceBernstein hires UK retail distribution head from Goldman Sachs
Adam Peters was previously head of UK wealth distribution at GSAM
Iress expands wealth team with multiple new roles
Iress also appointed Tom Cochran, formerly a national account manager at Morningstar, as head of partnerships.
Alex Picot Trust welcomes new head of compliance
Barry will lead the compliance team, working closely with the Board to ensure the business meets the regulatory obligations and will contribute to achieving the strategic objectives of the business.