GoldenTree Asset Management Hires Principal in Newport Beach, CA
He will report to Kathy Sutherland, Chief Executive Officer and Partner at GoldenTree.
Executive Moves
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Bank Linth’s private clients head joins Raiffeisen
Markus Rauber, who spent 16 years at Bank Linth, departs as the company restructures after its purchase by Liechtensteinische Landesbank.
Raiffeisen appoints investment advisory head
Yvan Roduit is an internal promotion, and his previous position is still vacant.
New Commercial Director joins ZEDRA’s Fund Solutions team
He will be reporting to Wim Ritz, Global Head of Funds.
Eight Wealth Appoints Head of Tax and Estate Planning
Her primary focus will be to deliver personalized advice to affluent clients in the region and provide highly tailored services to high-net-worth individuals living and working overseas.
LPL Financial Welcomes 509 Wealth Management
He reported having served approximately $400 million in advisory, brokerage and retirement plan assets*, and joins LPL from Ameriprise.
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.
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.