UBS names new head of LatAm wealth management
Credit Suisse's former Latin America head Marcello Chilov is taking over from Sylvia Coutinho who has been promoted to a new senior role.
Executive Moves
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GoldenTree Asset Management Announces Chief Talent Officer
She previously served as a Senior Principal at ghSMART, supporting investors and CEOs on key leadership and organizational challenges, including management due diligence and leadership succession.
NewEdge Wealth Adds to Growing Miami Office With Former Wellington Management Equity Portfolio Manager
Gregory Pool Joins Eight-Member NewEdge Team in Brickell Neighborhood
UBS Wealth Unit Appoints CS Bankers to Top Roles
This includes the appointment of five ex-Credit Suisse bankers to senior roles in the Asia Pacific region.
Top 100 star steps down from wealth boutique she co-founded
Citywire Top 100 fund selector Julia Warrander has left her role at Affinity Private Wealth 12 years after founding the business.
Rothschild & Co appoints Strategic Adviser in North America
Senior appointment supports continued growth of Global Advisory business.
BBVA Switzerland Adds Blockchain Specialist
The bank sees traditional and digital assets coexisting in the future and is reinforcing the new business line two years after going live with a crypto offering for its private clients.
Financial Gravity Welcomes New Family Office Director Diane Gibson
She has expertise in tax preparation and planning and works with clients to optimize their tax planning, compliance, and financial strategies.
Brooks Macdonald appoints Matthew Wintour to newly created Head of International Distribution role
In this newly created role, Matthew will spearhead efforts to drive revenue acceleration, achieve profitable growth and expand market share.
Integritas appoints Richard Gomersall as Senior Wealth Partner
He joins after five years at Rathbones Group, latterly as Head of Client Development.
Nucleus appoints Strategic Account Director
Prior to this he spent 5 years at Aberdeen Standard Investments as 3rd Party & Major Distribution Director and has also held senior roles at AXA Elevate and Cofunds Ltd.
Quilter Investors adds to Manager Research team with new hire
Prior to this, he was an investment analyst at LGPS Central Limited, and has worked across global financial institutions in analytical roles.