Investec strengthens Birmingham office
Investment director Kirsty Cartwright joins Investec Wealth & Investment from RBC Brewin Dolphin in Birmingham
Executive Moves
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Close Brothers AM restructures senior investment leadership
Creates five new top roles
Davies adds award-winning wealth experts to Jersey leadership team
This expansion of the leadership team also increases the range services Davies offers to the Jersey market
RBC Brewin Dolphin names fund research head
Shakhista Mukhamedova takes up the role next year, while Michael Paul will move to an investment management position
Unigestion portfolio management head to depart
Prior to joining Unigestion, he was head of systematic equities at Lombard Odier.
Cambridge Hires Former LPL Exec to Boost Acquisitions
Dee Morgan will take a more proactive approach to acquisitions of both broker/dealers and RIAs, whether that's through minority, majority or 100% stakes.
HSBC AM Names Southeast Asia Chief
Based in Singapore, he will report to HSBC Asset Management CEO APAC and Hong Kong Daisy Ho as well as HSBC head of wealth and personal banking Singapore Ashmita Acharya.
Nuveen appoints head of nature based solutions
Nick brings over 15 years’ experience in leading investment and technical advisory services across forestry, agriculture and climate finance.
Jason Birnbaum appointed President of the Private Bank at Flagstar Bank, N.A.
Eric Howell to transition to a Non-Executive Advisory Role
Investec Switzerland names head of HNW banking
Sonia Santos first joined the company at the start of this year.
RBC Wealth Management promotes two RBC veterans to leadership roles
Courtney Duphorne will lead the Texas North Complex and Bill Boehm will lead the Minneapolis Complex
Bergos appoints new chief economist from Berenberg
Newly-created position entails analysis of long-term economic trends and a key role on the investment committee.