Executive Moves

Executive Moves

Hurst Point Group Year End Update And Announcement Of A Group Reorganization And Personnel Changes

February 13, 2024

The Board has expressed its sincere gratitude to both White and Kerrison for their hard work and contribution to the Group.

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Executive Moves

Mirova appoints Head of DFI

February 13, 2024

He will contribute to the development of Mirova with public and philanthropic investors

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Executive Moves

UBS also promotes Credit Suisse bankers to the top squad

February 13, 2024

Compared to last year, slightly more women advanced to the top positions, with 30 percent of those appointed.

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Executive Moves

JTC Promotes Mark Fleming to Jersey Private Client Head

February 13, 2024

He is a Fellow of the Institute of Chartered Accountants in England and Wales and a member of the Society of Trust and Estate Practitioners.

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Executive Moves

Value Partners Group promotes Thomas Legendre to Associate Director, EMEA Business

February 13, 2024

In his new role, Thomas will continue supporting the team in London while also helping the Group to expand its distribution capabilities, notably across Switzerland.

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Executive Moves

SGKB hunts for new boss for 10-person private banking team

February 13, 2024

The Zurich-based role will help expand the bank’s business with wealthy international clients.

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Executive Moves

Merrill Signs JPMorgan Private Banker Managing Nearly $9 Billion in Los Angeles

February 13, 2024

The move does not appear to reflect a change in recruiting strategy at Merrill

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Executive Moves

Investec names ESG lead for alternative investments

February 13, 2024

Alicia Forry promoted

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Executive Moves

Sedulo Wealth recruits Leeds financial adviser

February 13, 2024

Sedulo Wealth has also announced that its funds under management (FUM) have broken the £270m barrier.

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Executive Moves

Shaw and Partners lifts advisers from Morgan Stanley’s wealth unit

February 12, 2024

Street Talk understands Shaws has signed on three more MSWM advisers.

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Executive Moves

Barings builds out local team

February 12, 2024

Baird joins from Income Asset Management Group, where he led its asset management business.

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Executive Moves

Evelyn Partners strengthens East Anglia team with experienced investment manager appointment

February 12, 2024

Prior to joining Evelyn Partners, Daniel spent 22 years as an Investment Manager at Quilter Cheviot.

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