Ex-JPMorgan Executive Garcia Joins Azura in US Wealth Push
Jerry Garcia previously helped lead JPMorgan’s private bank for Latin America.
Executive Moves
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Wealth adviser joins Grinnell Wealth Management
She enjoys digging deep into the complexities that small businesses face such as retirement plans, tax-efficient strategies, and succession planning.
Co-founder of recently closed Parisian boutique joins Exane AM
Cyril Bertrand arrives at the French firm following the winding up of Phileas Asset Management last month.
Fidelity veteran retires after 21 years, leaving €1.4bn fund
Finance and banking equity stalwart Sotiris Boutsis steps away after two decades with the firm, Citywire Selector has learned.
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.
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