Executive Moves

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Executive Moves

Kingswood U.S. Adds More Than $730 Million with Recruitment of 16 Financial Advisors

December 13, 2023

Headquartered in New York and Miami, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand.

Executive Moves

Accuro Announces Eight Promotions Across Jersey, Switzerland and Mauritius

December 13, 2023

Senior promotions include Una Smith who takes on the role of Client Services Director in Jersey

Executive Moves

BofA appoints 334 new managing directors, down 8% from last year

December 12, 2023

The new promotions included 75 investment bankers and 64 employees from the trading division.

Executive Moves

Two Long-standing Credit Suisse Executives Join U.S. Asset Manager

December 12, 2023

Both will be working from Zurich, according to an announcement on Monday.

Executive Moves

Four Financial Advisors join UBS in Atlanta, Georgia

December 12, 2023

They join the UBS Southeast Wealth Management Market, led by Market Executive Lane Strumlauf, and will be located in the Atlanta, Georgia office

Executive Moves

Changes in the Board of Directors of Baloise Holding AG

December 12, 2023

The Board of Directors has nominated Mr. Guido Fürer for election at the upcoming General Meeting.

Executive Moves

Fisch Asset Management appoints new Co-Head Convertible Bonds

December 12, 2023

Prior to that, he spent four years as a convertible bond portfolio manager at Aberdeen Asset Management.

Executive Moves

Experienced private banker quits Lombard Odier for Cité Gestion

December 12, 2023

Caroline Jehan, who spent 12 years at Lombard Odier, has taken a senior private banker role at Cité Gestion’s Geneva office.

Executive Moves

Edinburgh and New York CEOs Andrew Ward and Charles Ferraz join the Group of Boutique Asset Managers.

December 12, 2023

Ward and Ferraz have joined to add their experience into the mix across the network and increase the presence of both the Group and its constituents across the investment industry.

Executive Moves

Platinum appoints new CEO

December 11, 2023

In an ASX announcement, the fund manager said it has now appointed Jeff Peters from the US to step into his role.

Executive Moves

Sarasin & Partners expands MPS and private markets teams

December 11, 2023

Sarasin & Partners said the appointments align with its strategy to leverage global trends such as digitalisation, automation and climate change in its investment approach.

Executive Moves

Mirabaud appoints UK portfolio management head

December 11, 2023

Jonathan Unwin joins the business after seven years at Luxembourg-based private bank Banque Havilland.

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