Mercer Names Head of Investment Sales for Asia
He will also further develop alternative investment activity in the region.
Executive Moves
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Succession Wealth appoints head of M&A
He joins from PwC’s financial services advisory team, where he led the team’s wealth management advisory offering, working with clients on both the buy and sell side.
Fahad Kamal appointed CIO at UK private bank Coutts-LinkedIn
The addition of Kamal comes alongside a number of staff changes at Coutts, including the addition of new chief financial officer Siobhan Boylan in September, the firm's website says.
Evelyn Partners bolsters Leeds office with experienced investment manager appointment
He specialises in managing portfolios for charities and private clients and could be considered as one of the longest serving specialist charity managers in the region.
Stonehage Fleming Appoints Head Of Family Office Guernsey
Prior to this Gillian was Director and Head of Fiduciary Services at Duncan Lawrie Private Banking, and Director at Abacus Trust Company.
Advent International Appoints Wealth Management Executive Tricia Rothschild as Operating Partner
Rothschild spent more than 25 years at Morningstar, transforming the company from startup to a leading, global and publicly-listed provider of investment research software, data, and index solutions.
7IM’s Verona Kenny leaves after 10 years, as FNZ’s MD joins
Russell Lancaster has been appointed MD of platforms and intermediary partnerships, while Chris Justham will be promoted to MD of intermediary solutions.
State Street Global Advisors names new head of Emea
In her new role, Prendergast will report to President and CEO Yie-Hsin Hung and will continue to lead State Street Global Advisors Europe, Ltd.
Schroders Personal Wealth appoints Head of Transformation
He will have accountability for the planning, implementation and management of change initiatives and for the framework used to deliver change and benefit realisation.
Nomura scoops up Neuberger Berman’s Kapish Patel
Patel to be reunited with Julian Marks
JPM Miami advisor joins Citi Private Bank’s UHNW LatAm lending unit
Manuel Al-Abdallah will provide lending solutions to Citi's ultra-high net worth private banking clients based in Latin America.
Insigneo recruits int’l advisor vet from Merrill Lynch
Frank Fiore is the latest addition to the group's New York office which is led by former UBS executive Alfredo Maldonado.