Odey AM's Geoffrey Marson and Odey Opportunity fund move to Canaccord Genuity
Several other transfers confirmed
Executive Moves
9236 articles found
Thomas Nonnweiler Joins Fiduciary Trust Company as a VP and Investment Officer
As an Investment Officer, Nonnweiler will work closely with individuals and families to develop, implement, and oversee customized investment and wealth planning solutions designed to meet their unique long-term goals.
LGT Poaches Iberia Team From UBS
From Zurich, the quartet previously worked for the Spain desk of Switzerland's largest bank for several years.
CS regional boss steps down – Central Switzerland becomes a hotspot
It goes on to say that he successfully helped develop the Entrepreneurs & Executives (E&E) department at CS. Kutschera started at the major bank in Lucerne in 2003.
Gabriel Sampaio swaps BNP Paribas for J.P. Morgan Private Bank
He spent more than four years as a product manager at the company
Apollon Wealth Management Bolsters Sarasota Office with Key Appointments
Wesley Davis and Jeff Wood join Apollon’s Adi Dassler International Family Office
Leo Wealth hires JP Morgan PB investment specialist
The global wealth manager has bolstered its Singapore office, which opened earlier this year after the acquisition of Jachin Capital.
UBP spilts with managing director after 10 months
UBP confirmed that Vikram Gopalakrishnan, who joined in January, no longer works at the company.
RBC Wealth adds $630M teams from Morgan Stanley, Wells Fargo
The firm has added advisors in New York, Pennsylvania and Minnesota.
Matt Burton joins UBS Wealth Management in Indianapolis
Prior to joining UBS, he worked as a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management.
Singapore's most alluring family office is hiring traders
Its latest recruits include Akihiro Konishi, a former macro trader at Garda Capital Partners.