Quilter Investors hires new investment strategist
She will be interacting with clients and advisers, while also acting as a media spokesperson for the business on investment matters.
Executive Moves
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Investment manager joins 7IM after seven-month JM Finn stint
Danny Szabo joins 7IM as an intermediary relationship manager focusing on the Thames Valley region.
Northern Trust Asset Management Names New Co-Head of Wealth Client Group
Sunitha C. Thomas to Co-Lead Newly Formed Team Dedicated to Wealth Management Clients
Pitcairn Names New Head of Wealth Management
As the renowned family office begins a second century of success, internal promotions ensure continuation of superior client experience
Canaccord poaches Atomos investment veteran
Revealed: Mark McMullan joins Canaccord Genuity Wealth Management as investment director after a decade with Atomos.
New CIO complements the management
Dominik Fischer has been working for Helvetica for five years and has been Head Investment Management and member of the extended management since January 2023.
Canaccord Genuity WM names Becket and Champion as joint CIOs
Tom Becket and Richard Champion have been appointed joint CIOs at Canaccord Genuity Wealth Management, following a merger of its two investment offices.
Credit Suisse Investment Banking Team Jumps in Unision to Competitor
The team is organized to cover the entire fixed-income value chain
«Oh Yeah.» Daughter of Yello's Frontman Heads Its Family Office
Individual management teams will continue to be responsible for the operational business of the respective divisions.
UBS wealth management desk head joins Lombard Odier
Lombard Odier has appointed Julien Gautheret as a desk head in Geneva.
Romain Miginiac appointed fund manager for GAM Star Credit Opportunities strategy
He is based in Geneva.
Raffles Family Office steps up China expansion
Kevin King named managing director, head of Greater China