Dynasty promotes two in wake of executive departures
The company is interviewing for the COO role that had been occupied by departing co-founder Ed Swenson.
Executive Moves
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StanChart WM’s managed investments head resigns
Connie Sin has resigned as managed investments head, less than a year into the role.
Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank
Former Signature Bank team joins one of Atria's subsidiaries' largest branches, American Investment Planners, to continue growth momentum
Fidelity EM debt manager stepping down as lead PM
Fidelity’s emerging market debt team reshuffle prompts concern from Morningstar analysts.
Enel’s new CEO Flavio Cattaneo is considering replacing CFO Alberto De Paoli.
As part of this potential restructuring, there are considerations regarding replacing chief financial officer Alberto De Paoli, who has served as Enel’s CFO for nearly a decade.
AllianzGI recruits JSS portfolio manager to lead new sustainability team
Giles Money manages two funds at J Safra Sarasin but will join Allianz in August as the chief investment officer of its new global sustainability/SRI equity team.
Progeny appoints new Chief Operating Officer to prepare for future international growth
She has worked with a diverse range of businesses and sectors, including Aegon, easyJet, Three, Orange (EE) and Next plc, supporting companies with scalability and global expansion.
Lazard names new CEO
The Bermuda-based company’s current chief executive officer takes executive chair responsibilities.
Julius Baer strengthens its Basel branch with new relationship managers
Gabriele Klass brings more than 28 years of experience in the financial industry.
Verso Wealth Management appoints former Brown Shipley CEO group chief executive
Prior to that, he held the role of Brown Shipley CEO for four years, where he oversaw a £1bn AUM business integration, increased profitability and completed a strategic technology re-platforming.
Connection Capital grows its management team
As Connection Capital’s new chief investment officer, Mowlem will be in charge of establishing and managing the company’s direct investment, co-investment, and alternative funds product lines.
Fund managers make senior appointments
He joined from Citigroup where he was a director and desk head managing the Australian credit trading business and had previously worked at Goldman Sachs and Deutsche Bank.