Financial Gravity Welcomes New Family Office Director Alan Scher
As the founder of Scher Group, Alan has over 30 years of tax and accounting experience.
Executive Moves
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BNP Paribas Nets Ex-CS Banker in Hong Kong
Based in Hong Kong, he will be involved with strategic equity collaboration with global banking and wealth management coverage teams in the region.
SEI Announces Wayne Withrow to Step Away
SEI will conduct a search internally and externally for Withrow’s replacement.
Guggenheim Investments Appoints Chief Investment Officer, Fixed Income for Guggenheim Partners Investment Management
He will continue to report to Anne Walsh, Chief Investment Officer for GPIM.
Alison Rose’s name axed from government report after Farage debanking scandal
Dame Alison was forced to step down from her role leading the annual review in July in the wake of the scandal over NatWest’s handling of Mr Farage’s account.
Macquarie Asset Management makes strategic hire to support growth of Private Credit business
He rejoins Macquarie Asset Management from Audax Private Debt, where he oversaw the insurance solutions efforts across the company’s private debt platform and expanded investor relationships on a global basis.
Nathalie Bricker Appointed Deputy Chief Executive Officer of Natixis Investment Managers
In this context, she becomes a member of the Senior Management Committee of Groupe BPCE's global financial services, placed under the responsibility of Stéphanie Paix, Chief Executive Officer.
RBC Names Permanent Asia Wealth Head
He has been the interim regional head since August after replacing Terence Chow, who left after 18 years with the Canadian lender.
Financial Advisor Stephen Freeman Joins Citizens Wealth Management and LPL’s Institution Services Platform
He reported having served approximately $130 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.
J.P. Morgan Asset Management appoints a new member for Canada Advisor Business Jay Rana joins J.P. Morgan Asset Management in Canada
In this new role, he will be responsible for bringing J.P. Morgan Asset Management's industry leading global alternative investment capabilities to financial advisors across the country
Quilter platform appoints Paul Canning as business development manager
The new role is part of a revamped and regionally focused business development team, led by Graham Folley, Quilter’s head of business development and discretionary sales.
The platform advantage: HL’s Steve Clayton on the seven-year itch, AI and regrettable stocks
HL Select lead manager Steve Clayton discusses Hargreaves Lansdown’s brand power and facing tough market conditions.