Mattioli Woods cuts jobs in investment restructure
After deciding to partner with T Rowe Price to develop an income-focused model portfolio, the firm has axed some of its investment manager roles.
Executive Moves
9236 articles found
Fenergo appoints Andrew Brandman as Chief Customer Officer
Andrew will oversee all post-sale functions from client onboarding to software implementation, adoption and customer success while executing on Fenergo’s client-centric strategy.
Goldman Sachs names Mena head for private wealth management capital markets
Lucy da Gama Campos will focus on family offices and transactional business.
Atomos bolsters financial planning leadership team
Supporting Parekh will be a newly-appointed leadership team.
Christopher Schroeder Joins as Midland Wealth Management Senior Wealth Advisor
Prior to joining Midland, he managed his own practice at a boutique wealth management firm.
Julius Baer’s head of fund offering to step down
Swiss group outlines plan to bring in experienced investor as Patrick Roefs prepares to change role.
DBS Private Bank on a hiring spree for Thailand business
With Thailand pegged as the next billionaire capital of southeast Asia, DBS Private Bank continues building its onshore team, now with two recent additions from Credit Suisse.
Saxo Bank Strengthens Leadership: Names New Chief Risk and Compliance Officer
The company also promoted three other employees.
Quilter Cheviot appoints Caroline Simmons as chief investment officer
She will join the business in March 2024.
Partners Group further strengthens its Real Estate business with three leadership appointments
Karim Habra will become Global Co-Head of Real Estate alongside Mike Bryant, who is a Partner and the firm's current Head of Real Estate.
Morningstar Wealth appoints Chris Bishun as head of wealth solutions
Brings 20 years of experience to role
Santander Private Bank recruits M&A director for Miami biz
Victor Moreno-Barbera has around two decades experience in mergers and acquisitions and business development.