Steven Goulart Appointed as DWS USA Corporation Board Chairman
At MetLife, he oversaw approximately $600 billion in assets under management worldwide.
Executive Moves
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Savvy Advisors Continues Recruiting Push with Addition of Four New Wealth Managers
Growing team of advisors have access to Savvy Wealth’s proprietary technology designed to enhance the client-advisor relationship and improve advisor productivity
FNZ appoints Enrique Sacau as CEO for Europe
Enrique will be responsible for FNZ’s European Business including client relationships, new client acquisition and strategic expansion
PineBridge Investments Appoints Shannan Simmons as Head of Business Development, Americas
Effective 17 June, Shannan Simmons has been appointed Head of Business Development, Americas, alongside her current position as Global Head of Consultant Relations.
Michael Buchholz joins Liontrust as Head of Distribution for Germany
The appointment of Michael is part of Liontrust’s expansion in Europe
Banque Audi Suisse CIO and investment specialists exit
Youssef Kamel departed the firm alongside Thomas Decoopman and Alexandre Chichery, the latter of whom has moved to QNB Group.
Khan and Karofsky Leave Their Mark on GWM
Their goals include fostering increased growth, enhancing quality, and boosting productivity.
Syz Group: CFO Departs, Successor Not Yet Found
Alexandre de Montbas, who took on the role of CFO nearly three years ago, has left the Syz Group.
Emirates Family Office Association appoints new executive director
As Executive Director, Aisha will work closely with stakeholders to drive the growth and value proposition of EFOA.
HSBC nabs StanChart's global wealth and retail COO
HSBC has hired a Standard Chartered COO veteran to be its new COO.
REYL Intesa Sanpaolo receives regulatory approval for its governance transition as of July 1st, 2024.
François Reyl becomes Member of the Bank’s Board of Directors and Chairman of its Strategic Committee.
Barclays Private Bank Hires Ex-CSAM Duo
Barclays Private Bank has appointed Ong Shun Wei as head of discretionary portfolio management (DPM) Singapore