Stifel adds new flagship offices and $673M AUM with three advisory teams
The firm's new additions boost its total assets under management to more than $6.5B.
Executive Moves
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EFG Nets Bankers From Credit Suisse, Haitong
All three previously worked at Credit Suisse with Cheung last serving as a Greater China market team leader.
Alice De Lamaze Departs from Pictet Asset Management; Marien-Baptiste Pouyat Steps In
Marien-Baptiste Pouyat has assumed the role of lead manager for the Pictet-Human fund, replacing De Lamaze
Iress expands Wealth team with Chief Customer Officer and Chief Operating Officer
Prior to joining Iress, Ms Willmer held leadership roles at BT Financial Group, as well as within a number of advice practices.
Aviva Investors hires head of UK global wealth from HSBC AM
Smera Ashraf will be working with intermediaries, DFMs and financial institutions
Nomura to hire over 40 private bankers in Asia, Middle East – senior exec
The business currently employs 91 private bankers in Singapore, Hong Kong and Dubai to serve affluent clients in Greater China, Southeast Asia and the Middle East
Senior Associate Lawyer Announcement: Lionel Patrick Serex, Esq., LL.M., MBA joins LINDEMANNLAW
Your LINDEMANNLAW law firm in Zurich continues to strengthen its team with judicial and regulatory senior experience.
Adam Harrison joins fintech Fundpath as Chief Growth Officer
Prior to that, he was a founder of World Golf Group
HSBC employs head of global private banking for South Asia
Tommy Leung has been appointed by HSBC as head of global private banking, South Asia, with effect from October 19, 2023.
Nuveen Switzerland head joins Franklin Templeton
Christian Leger has assumed the distribution head role for Switzerland, replacing outgoing Patrick Lutz.
Goldman Sachs' head of partner family office Opoku to leave
Opoku adds to a string of recent departures of senior executives at Goldman Sachs.
Artemis appoints GAM portfolio manager for Global Select Fund
Swetha Ramachandran will co-manage the Artemis Global Select fund