LPL Financial Welcomes Best Wealth Management
The team reported having served approximately $130 million in advisory, brokerage and retirement plan assets*, and joins LPL from Ameriprise.
Executive Moves
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EFG Expands Greater China Front Office
The other new hires all join from fallen Swiss lender Credit Suisse, which is currently undergoing integration with UBS.
BlackRock Names Head of Australasia Private Credit
Prior to joining the Japanese bank in 2010, he also worked at Lloyds International in Sydney focusing on distressed corporate, real estate and leveraged finance accounts.
Kingswood U.S. Welcomes New Senior Research Analyst Karen Sterling Amid Rapid Expansion
New York-Based Biochemist and Molecular Biophysicist Joins Team as Senior Advisor Supporting Expansion into Healthcare, Biotechnology Sectors
Scandal at Sound Capital: CEO leaves unexpectedly
But now, after just one and a half years, Simon Grossenbacher is resigning from his position at the end of 2023, completely unexpectedly.
Invesco appoints UK ETF distribution lead for asset managers
At iShares, he led the sales team for ETFs and indexed investments, focusing on UK asset managers.
Olivier Houix Appointed as new Chief Executive Officer of Ostrum Asset Management
Olivier Houix began his career in 1997 in the General Inspection department of Banque Indosuez.
Lombard Odier once again brings in well-known ex-CS banker
She will work for Lombard Odier from both Geneva and Zurich.
GAM outperformer joins Zug boutique to launch arbitrage fund
Roberto Bottoli is linking up with former GAM colleague Jonathan Stanford at Serafin Asset Management.
Rothschild & Co appoints new Head of Banking Services for Guernsey banking business
Stuart joins Rothschild & Co from FNB Channel Islands, the Guernsey deposit taking business of FirstRand Bank, which he has led since its establishment in 2014.
Citi’s Mark Mills to Depart After 23 Years in Latest Wealth Exit
Mills was replaced by Jonathan Leach, previously deputy head of Citigroup’s investment management division after earlier serving as head of investments for North America.
Rival boutique poaches Fisch convertible bond manager
The fund ranks 10th out of 63 global convertible funds for total return over the last three years, with -6.1%.