DWS appoints UK Country Officer
She will join DWS’s EMEA Leadership Council, effective immediately.
Executive Moves
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Avantax Wealth Management Welcomes Noble Oak Financial
Avantax’s focus on tax-intelligent financial planning also aligned with the advisors’ approach to serving clients.
Northern Trust Asset Management Names Head of Product Strategy
She brings a wealth of multi-asset investment expertise and extensive global experience crafting solutions to serve clients’ complex investment needs.
GAM’s Sustainability Head Is Latest Senior Exec to Depart Swiss Money Manager
Maier has decided to take up an opportunity outside GAM and will be leaving the firm at the end of August
Praxis appoints Gavin Carruthers as part of corporate services expansion
With strong technical expertise and an accounting background, Gavin has also acted as a board director on Jersey and Cayman Islands-regulated funds.
Outsourced family office hires $3B UHNW Citi duo
Hires continue firm's rapid growth following appointment of industry veteran.
Brooks Macdonald strengthens its IFA offering with the appointment of Head of Adviser Solutions
The appointment of Greg Mullins will bring greater focus to serving the needs of IFAs and their clients
Rothschild & Co’s UK Wealth Management business names Deputy CEO
James will continue to report to Helen Watson, UK Wealth Management CEO, who he has worked with for almost two decades both at Rothschild & Co and, before that, at Morgan Stanley.
Julius Baer appoints Stefan Bollinger as Chief Executive Officer
Stefan Bollinger, currently a Partner at Goldman Sachs, has been appointed Chief Executive Officer of Julius Baer, starting in early 2025.
Four new faces boost Canaccord Jersey’s Portfolio Management Team
They join their former colleagues Anthony Teixeira and Sam Elliott.
Goldman Sachs Asset Management Appoints Chief Transformation Officer for the Client Solutions Group
He joins as a partner based in New York.
Alpha Capital Family Office Recruits $3B UHNW Wealth Management Team
Former Citi Private Bank Wealth Management Team Embraces Independence of Denver-Based Outsourced Family Office