LatAm multi-family office Criteria’s wealth management director exits
Maria Noel Hernandez had been at the group for nine years and is leaving to pursue a new career opportunity.
Executive Moves
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Chase Buchanan Wealth Management Announces the Appointment of New Head of Global Sales
Wealth management specialists, Chase Buchanan, confirms that Darren Fletcher has been appointed as the new Head of Global Sales
Three UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-in-State List
Susan Marie Bailey is the lead financial advisor of Bailey Wealth Management at UBS
CIO exits J Safra Sarasin's CHF 22bn London boutique
Thomas's departure after eight years with Sarasin & Partners coincides with a broader restructure of its investment team.
Quilter hires Simon Durling as investment director
He will report into Andy Miller, lead investment director.
New appointments in Intesa Sanpaolo’s Wealth Management Divisions
The new Wealth Management Divisions structure headed by Tommaso Corcos
JPMAM ETF exec Bryon Lake to join Goldman Sachs Asset Management as a partner, source says
Bryon Lake will join GSAM this summer as a partner in a broad role
Wealth management firm unveils senior appointments
People moving up include Rebecca Foley and Stephen Greenaway who both become directors in Evelyn Partners’ business tax team.
JPMorgan Private Bank Names New South Region Head
He will work with Clinton Warren, who was named head of investment and advice for the South region last May
Former HSBC GPB Asean market head to resurface at JP Morgan
The senior market head is expected to continue to cover Southeast Asian markets at the American private bank.
Investec Real Estate promotes Goolab to private client lending head
Goolab has worked at Investec for over 12 years, and in that time has closed over £500m of real estate loans in the development and investment space.
Pictet AM Adds Investment Manager in Hong Kong
She brings a wealth of investment expertise and knowledge in global sectors.