Oak Group announces 24 group-wide promotions
International funds, private client and corporate service provider, Oak Group, has promoted 11% of colleagues across its offices.
Executive Moves
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Nuveen Appoints William Huffman as Chief Executive Officer
Mr. Huffman will chair the Nuveen Executive Leadership Team and serve as a member of TIAA’s Executive Committee.
Morgan Stanley names new head of int’l wealth management in leadership shuffle
The wirehouse has made three senior appointments within its IWM and international banking divisions, Citywire can reveal.
Crestbridge Family Office Services strengthens senior team
Mark holds the ICSA Certificate and Diploma in Offshore Finance and Administration
Zurich IAM’s deputy portfolio management chief exits
Jürg Wildhaber, who worked at Forma Futura Invest since 2016, left last month.
Sequoia Financial Group Hires Wealth Management Veteran Chris Thom as Chief Strategy and Partnerships Officer
He will also lead brand strategy for the firm and oversee Sequoia's marketing efforts.
SJP hires new CFO to succeed Craig Gentle
Waddington will join SJP in the second half of the year, at which point Gentle will step down as a director.
M&G Wealth appoints Lisa Worley as Chief Marketing Officer
She will drive strategic marketing, as well as work to enhance the adviser and customer experience, enabling M&G’s ambition to become a leading wealth business in the UK.
Northern Trust Strengthens Foundation & Institutional Advisors Practice in the Southeast
He provided thought leadership, education and insights on their investment and retirement assets.
Northern Trust Asset Management Names Head of Global ETFs and Funds
David Abner, Pioneer of the ETF Industry, to Oversee NTAM ETFs and Mutual Funds
Wealthspire Advisors Adds Seasoned Investment Advisor Michael J. Santo
Veteran Portfolio Manager and Former Bank of America Private Bank Managing Director Adds Expertise in both New York and South Florida Markets
German-speaking Switzerland client co-head exits GAM
Claudio Fetz has been replaced by Daniel Durrer as client relationship team head at GAM as the firm undergoes a restructure.