Kingswood appoints CFO and head of wealth planning
He was Intertrust Group director of finance and SFM Europe group finance director.
Executive Moves
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Oberon Investments – Appointment of Nicola Mitford-Slade
Appointment of Nicola Mitford-Slade as a Non-Executive Director Hon. Robert Hanson to stand down from the Board
Kreditarbank Lenzburg AG announces the successor to CEO
He will introduce himself personally to the shareholders at the general meeting on March 16 and take up his duties on June 1, 2024.
Swiss financial advisor sets the course for new growth
Organizationally, there are now the Key Clients & Corporates and Real Estate Advisory areas.
Tramondo CEO Raphael Muller Takes Over as Group CEO of the Bollag Multi-Family Office Group
This appointment marks a milestone in the Group’s growth and strategic direction
Evelyn Partners continues North West expansion with financial planner appointment
Prior to that he spent more than six years at Equilibrium Financial Planning in Wilmslow, Cheshire where he was a Chartered Financial Planner focusing on retirement and lifestyle planning.
BIL Suisse Appoints Market Head for APAC
She subsequently transitioned from HSBC Beijing as a Team Head Personal Finance to Bank of China International in Private Wealth Management in Hong Kong.
Northern Trust Appoints Market President for Dallas-Fort Worth
She joins a team providing best-in-class investment management, trust, banking and advisory based solutions.
Three senior execs leave Swiss private bank Rothschild
Four heads at the Swiss private bank have exited amid further departures over recent months.
Morgan Stanley Miami advisor exits for LatAm wealth shop
Francisco Rubio has been at Morgan Stanley for two years and is the latest in a long line of advisor exits from the wirehouse.
Fidelity International appoints equity chief as it splits CIO role
Niamh Brodie-Machura switches from Fidelity’s US arm and will jointly manage the investment office with Andrew McCaffery.
Wealth manager Brown Shipley strengthens Leeds office to support strategic growth
A wealth manager is increasing the scale of its operations in Yorkshire as part of a strategy to increase its market share.