Charles Monat Associates New Strategic Growth Hire
He is also a member of the Chartered Professional Accountants of Canada and the Society of Trust and Estate Practitioners of the United Kingdom.
Executive Moves
9238 articles found
Blue Owl Capital Hires PIMCO's John Valtwies to Lead Australian Private Wealth Business
John brings over a decade of experience managing Australian private client relationships across family offices, private banks and ultra-high-net-worth advisory groups
Wealth Access Names Andy Zinn as Chief Innovation Officer
Zinn comes to Wealth Access from AllianceBernstein where he was VP of Global Market Data.
Senior Merril Lynch portfolio adviser joins Reyl in Zurich
Momir Ivetic is now a senior relationship manager at Reyl’s US-focused division.
Edmond de Rothschild Middle East CEO exits
Bank has named a new CEO to oversee its Dubai office.
AHR Group names new head of advice
She has almost a decade of wealth management experience
Canaccord swoops for another Brewin veteran to join Birmingham office
Paul Fielding will join the group’s Birmingham office as investment director.
Another CS Executive Joins Board of Zurich’s Clearstream Fund Centre
Erdmann succeeds Fabrice Vallat
Broadridge Names Former COO of The Bank of London as CTO
He will be based in London and is tasked with overseeing and advancing the company's front-office trading capabilities.
Goldman hires investment banker Beitzel from Citi to drive FIG dealmaking
Beitzel will start at Goldman in November after a period of gardening leave, according to people familiar with the matter
Emirates NBD Name Singapore Wealth Head
In the role, he will be responsible for the Dubai government-owned bank’s wealth business in the city-state as well as Asia.
Goldman Sachs AM poaches ETF portfolio manager from JP Morgan AM
Rubio marks GSAM’s second ETF hire from JPMAM in recent months