Evercore Wealth Management Names Tracy Schneider to Managing Director and Director of Marketing and Sales Coordination
She was a director at AllianceBernstein, in the private wealth management group.
Executive Moves
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UBS Hires Ryan Lurie to Lead Arizona Wealth Management Market
Ryan will be responsible for overseeing the firm’s financial advisors in Phoenix and Scottsdale
Northern Trust Asset Management Names New Head of Tactical Asset Allocation
Peter Wilke Brings More than 20 Years of Multi-Asset Investment Expertise to Role
Citi Wealths Adds J.P. Morgan Exec to Lead Digital Efforts
Eric Lordi has departed J.P. Morgan to head up Citi's Wealth Platform and Experience unit.
Hamilton Reserve Bank Names Former Goldman Sachs Executive Head of Investment Banking, Co-Head of Private Banking
Mr. Joshua Larson has over 30 years of experience in investment banking, private equity, and corporate governance.
Ex-Barclays fund selection head Ian Aylward joins AJ Bell
Aylward will lead a drive to create bespoke portfolios for advisers as head of investment partnerships.
Head of DACH distribution at Invesco joins Barings
Sascha Specketer will head distribution for the DACH region.
Oberon hires Adam Hughes as head of distribution
Hughes formerly with Neptune Investment Management and Gresham House
Julie Dean joins Chelverton to manage new UK opportunities fund
The Fund has no permanent size, sector or style bias and seeks to outperform the UK Equity Market by 3% per annum over rolling three-year periods.
St James’s Place continues exec shakeup with new chief risk officer
He is set to be replaced by Hestie Reinecke, who joined the business in October.
Kevin Singh Joins as Corporate Finance Assistant Manager
Throughout his career, Singh has provided strategic financial advice to a diverse clientele, ranging from small businesses to large corporations.
RBC Brewin Dolphin hires fund analyst from 7IM
Fiammetta Valentini has joined the wealth firm as a fund analyst after 19 months at 7IM.