Wealth Enhancement Group Hires Former BlackRock Exec to Direct Investments
Jim Cahn is also moving into a new role, while Dan Stampf was brought in from Empower to head up a new products team.
Executive Moves
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LPL’s Head of Wealth Management Departs
Rob Pettman is leaving the independent broker/dealer after 17 years to join a fintech firm.
Northern Trust Strengthens Atlanta Wealth Management Team
He will lead a team responsible for leveraging Northern Trust's investment, fiduciary and banking capabilities to address clients' wealth management needs
Frank Troise Joins Broadridge to Lead Trading and Connectivity Solutions Business
His appointment comes on the heels of recent Broadridge milestones, including the launch of its Futures and Options platform.
Evelyn Partners adds new audit Partner to Bristol office
John’s main focus during his career has been working with dynamic mid-market businesses across a range sectors.
Schroders Family Office Service stalwart Clare Anderson appointed global head
Anderson, previously UK head of Schroders Family Office Service, will now be responsible for coordinating services across the firm’s global wealth network
New lead partner appointed to Perpetual’s wealth management division
Most recently, she was the program director of the Champions of Change Coalition, and served as an executive officer of CEOs for Gender Equality Inc. for more than six years.
Investment chief switches to Geneva multi-family office
Julien Etaix joins Novum Capital Partners after working at the Meyer Family Single Family Office.
BlackRock Switzerland chair steps down after less than a year
Michael Rüdiger has stepped down as chair of BlackRock Asset Management Switzerland.
Reichmuth & Co is taking the next step in Germany
Her areas of expertise include regulatory auditing and supervision topics. She is also responsible for accounting, information technology, data protection and human resources.
Ivan Nikolov becomes Head Convertible Bonds at Fisch Asset Management
Previously, he worked as a convertible bond portfolio manager at Aberdeen Asset Management for four years.
Schroders Wealth Management announces new global roles in Family Office, Impact and Philanthropy
This appointment will further enhance the experience of these important clients, many of whom have family members and interests across the world.