Quilter Investors adds to manager research team with new alternatives role
The funds researched will be considered for inclusion within Quilter Investors’ range of multi-asset portfolios.
Executive Moves
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Zurich private bank Rahn+Bodmer has to say goodbye to partners
He will no longer return to his active role as partner and customer advisor at Rahn+Bodmer, it was learned.
Wealth manager appoints COO
He has over 20 years’ experience across operations, technology and change.
Insignia Financial: Appointment of Scott Hartley as CEO
Scott will commence in his role as CEO on 1 March 2024 and will join the company from 26 February 2024.
BlackRock appoints Aussie head, builds out NZ business
This comes as the global fund manager prepares to open a New Zealand office.
David Key Named Houston Market Leader for PNC Private Bank
With three decades of experience, Key has demonstrated consistent success for wealth management and investment advisory clients.
Former Odey Wealth investment director resurfaces at Waverton
At Odey WM, he specialised in running portfolios for professional investors, retail clients and entrepreneurs.
NatWest poaches UBS executive to replace ousted Coutts chief
Emma Crystal will replace Peter Flavel, who stepped down as boss of NatWest’s private banking operations during last summer’s furore over Nigel Farage’s account closure, Sky News learns.
Berner Kantonalbank brings Olympic champions on board
This month, BEKB was also able to recruit Nevin Galmarini as a financial coach in the Professional Investors department, as we learned further.
Citizens fast-tracks wealth and private bank growth with new hires, office
Regional bank stocks have been roiled in recent days after New York Community Bancorp posted a surprise quarterly loss. T
Octopus expands its shareholding in Seccl as co-founders Dave Harvey and Hugo Thorman depart
Harvey and Thorman depart 11th March, with Octopus opting to expand its majority stake in the business.
