J.P. Morgan Hires Wealth Strategy Head From Capital One
Her role will not include responsibility for the firm’s private bankers, who are housed under JPMorgan’s Asset & Wealth Management division.
Executive Moves
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Rathbones hires charity investment head from CCLA
James Ayre joins the wealth management group as head of investment for charities.
New chair for Mattioli Woods as Kiddie steps down
The company is also focusing on developing its investment proposition and Maven, its private equity business.
Meghan Meger appointed sole head of BMO Private Wealth Canada
Geoff Newton, who had been co-head of BMO Private Wealth Canada since June 2022, has departed
Minchin Moore appoints former Morningstar MD
He will take on responsibilities across the firm’s institutional and family office client base and business.
Manager duo steps down from abrdn Global Innovation Equity as part of reshuffle
Follows Andrew Brown’s departure
Kenneth J. Kito, CFP® Joins Fiduciary Trust International as Wealth Director in New York Office
Organization Continues to Grow its New York Headquarters
Impax hires Ross Pamphilon as Head of Fixed Income
Ross is based in London and reports to Charles French, Deputy Chief Investment Officer, Listed Investments.
German group overhauls Swiss private banking management
Widespread changes are being made to the team at the Zurich subsidiary of Frankfurter Bankgesellschaft, the private bank of the German Sparkassen finance group.
TriState Capital Bank Adds Park as SVP and Relationship Manager for Private Banking
Park has 17 years of investment experience and joined TriState Capital Bank after working with Fidelity Investments as a financial consultant.
Evelyn Partners bolsters Nottingham office with Financial Planner appointment
Evelyn Partners, the leading integrated wealth management and professional services group, has announced the appointment of Andrew Moat as a Financial Planner in the firm’s Nottingham office as part of its continued expansion in the East Midlands.
Capital Group Hires Ex-UBS Asset Management Executive
In the last few years, we’ve made significant strides in supporting more investors across Asia and Europe to meet their long-term financial goals.