7IM launches major investment into its award-winning proprietary platform with senior hires
Reporting into James in brand-new roles are Jonathan Ball as Data Architect
Executive Moves
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Citi Australia managing director takes on expanded remit
She has over 25 years' experience in financial services, spanning banking and asset management.
Shannon Hobbs Joins BNY Mellon as Chief People Officer
Earlier in her career, she served in key human resources leadership roles for 10 years at JPMorgan Chase.
Asset managers expand wealth distribution teams
Schroders has appointed Jude Fernandez as head of intermediary, based in Sydney, reporting to head of client group, Australia, Ray Macken.
UBS Private Wealth Advisor Jason Stephens named to Barron's Top 1200 Financial Advisors list
This recent recognition continues a lengthy list of industry accolades.
JPMorgan Private Bank Taps Goldman’s Kui as Head of China Market
She will succeed Grace Lin, who is retiring from the bank after eight years, and report to Harshika Patel, the regional chief executive of the Asia private bank.
Martin de Laureal Named President of First Horizon Advisors, Inc. and Head of Private Banking of First Horizon Bank
In his new role, de Laureal's responsibilities include Investment Management, Brokerage, Trust, Financial Planning and Family Office services as well as oversight of the Private Banking team.
Guernsey Finance appoints new board member
Originally based in London, Nick spent 25 years working for some of the world’s leading financial services companies including Visa and American Express.
Year of change at One Swiss Bank as Dynagest founder finds new role
Alex Kuhn’s switch to consulting follows the appointment of a new head of wealth management and delisting from the Six Swiss Exchange.
Broadridge Names Chief Legal Officer
Additionally, she will serve on the Broadridge Foundation Board, Risk Committee, and Environmental, Social, and Governance (ESG) Committee.
IQ-EQ appoints Global Head of Real Assets
In this newly created role, Tamas will implement a global real estate and infrastructure strategy for IQ-EQ’s clients to optimise service offerings and new products.
