BofA Private Bank Hires Citi’s Palacio in South Florida Push
In this new role, he will focus on growing the firm’s ultra-high-net-worth and family office business development.
Executive Moves
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Marcel TenBerge tapped to lead RBC Wealth Management’s Southern California Complex
He most recently served as the Pasadena Central Valley Market Executive for Merrill Lynch.
James Dyson’s Family Office Names New CIO for $18 Billion Empire
Jane Simpson is promoted from deputy role at Dyson’s Weybourne
Equiom enhances Corporate Services team with key appointments
Sarah Cobden joins as Head of Corporate Services with a background in corporate administration and a proven track record of leadership
SJP appoints head of responsible investment from Aviva
Ford reports to Joe Wiggins, director of investment research at SJP.
Coutts’ asset management head Mohammad Kamal Syed resigns
Bank executive became interim chief in wake of Nigel Farage ‘debanking’ scandal
Fiduciary Trust International welcomes new senior relationship manager in New York office
Mr. Flood brings over three decades of private wealth management expertise and a strong industry reputation for driving revenue growth, managing complex multi-generational relationships, and upholding high service standards
Fairway promotes eleven team members
We are delighted to announce eleven well-deserved promotions across our offices.
Schwyz private equity boutique promotes investment director to partner
Private equity firm Ufenau Capital Partners targets small and mid-sized companies.
Ari Hadida Joins CV Advisors as Portfolio Manager and Investment Committee Member from Miami-Based Multi-Family Office
New Appointment Builds on CV Advisors’ Strategic Initiatives to Provide Ultra-High-Net-Worth Clients With a High-Touch Single-Family Office Service Platform at Scale
StanChart PB recruits senior exec from UBS GWM
The former UBS executive was with Credit Suisse for over 15 years, before deciding to make the move.
BlackRock Appoints APAC Chief Operating Officer
Prior to joining BlackRock in 2022, she also worked at Nikko Asset Management, Morgan Stanley and Merrill Lynch in the UK as well as Japan.