SEI Appoints Head of New Business Ventures
Appointment of Sneha Shah Reinforces SEI’s Commitment to Driving Growth through Innovation
Executive Moves
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AA-rated long/short equity duo exit Liontrust
Ex-Majedie PMs Matthew Smith and Tom Morris have announced their resignation from the company, with the experienced pair set to take on fund.
BS Snatches Three First Republic FAs from JPMorgan
The wirehouse has added a Boston-based advisor with annual production of about $2.3 million and a two-person team based in Southern California.
Cazenove Capital announces new North West hire to support regional expansion
The team continues to experience strong client demand for Cazenove Capital’s comprehensive wealth management service.
Lombard Odier Hires EAM Head in Asia
The Singapore office will act as a single point of access for Lombard Odier's global EAM partners and overall, the bank has eight dedicated EAM teams worldwide.
JP Morgan Private Bank’s Singapore and southeast Asia head to leave
James Wey will be succeeded by Paul Thompson, who currently heads the Hong Kong and the Philippines team.
Schroders Australia appoints new chief executive
Schroders explained the appointment is part of an important and future-focused evolution of the Australian business.
Acrevis appoints new branch manager in Pfäffikon
He replaces the previous branch manager , Martina Bigliardi Möhr , who previously managed the location in addition to her function as manager of the Lake Zurich market area, as stated in a statement on Tuesday .
Barclays appoints new senior transaction banking hires
In that role, she was responsible for Transaction Banking specialist sales, client consulting, client solution and integration teams, and the distribution arm of the Data & Analytics business, spanning the domestic and international markets.
M&G Wealth’s MD David Montgomery to leave in August
M&G Wealth has confirmed Montgomery’s exit.
Charles Russell Speechlys strengthens its international credentials with the appointment of Vanessa Duff
As many of Vanessa’s clients are expatriates, her expertise lies in dealing with cases which have an international perspective, and she has a particular interest in cases involving Hong Kong-European jurisdictional disputes.
Eric Woodward brings curtain down on 50-year wealth career
Most recently head of investments for Carrington Investments, Eric Woodward is to retire after five decades in the financial industry.