Abrdn appoints global head of multi-asset and alts
He succeeds the current Global Head, Russell Barlow, who is stepping down to take a role with a non-competing firm, after 26 years at Abrdn.
Executive Moves
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Citi Wealth names chief investment officer
A chief investment officer is added to Citi Wealth team.
Financial Advisor Team Joins UBS Private Wealth Management in Miami
The team is led by Financial Advisors Ary Velasco, Michael von Borsig and David Cardenas.
Liontrust appoints Clare Pleydell-Bouverie as co-lead fund manager
Pleydell-Bouverie has been with global innovation team since 2022
Rathbones hires Brewin Dolphin investment manager
Gareth Evans joins the Cheltenham team as investment director, managing portfolios for advisers and private clients.
Leadership transition on the Foundation Council – Christian Mumenthaler succeeds Kaspar Villiger
Christian Mumenthaler, an industry leader with extensive experience at Swiss Re, brings a unique perspective to the UBS Center’s mission.
Maerki Baumann to establish a Technology Advisory Board
The Technology Advisory Board will actively support the private bank’s Board of Directors and Executive Board in the further development, digitisation and innovation of its business model.
Leadership transition at Bank Bonhôte
Yves de Montmollin hands over to new CEO Kim-Andrée Potvin
Evelyn Partners appoints Kate Morrissey as Head of Asset Allocation
UK wealth management firm Evelyn Partners has made a senior addition to its investment management leadership team with the appointment of Kate Morrissey.
Financial Advisor Jose Garcia Joins UBS Wealth Management in Miami
He joins the UBS Miami Wealth Management market, led by Brad Rosenberg, and will be located in the downtown Miami office.
Geneva trust firm recruits new partner and managing director
Mario Cohn and Pilar Martinez joined Magnolia Private Office this November.
BofA's private banking arm names new client advisers
At Bank of America Private Bank, they will provide wealth management services