Investec W&I hires charities investment director from Brewin Dolphin
Ian Burrows joins from RBC Brewin Dolphin, where he was head of charities in the midlands.
Executive Moves
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Fulcrum appoints three partners
Patrick Forde, Gerin Tertilt and Filippo Cartiglia take the total to 18
Non-Executive Director joins Integritas Wealth Partners
She has a broad perspective on investments and a detailed understanding of regulation, governance, family dynamics, business development and ESG issues.
IEQ Capital Strengthens its Family Office with Strategic Hire
Olsson joined IEQ Capital in 2021 to enhance its Family Office offering, and she continues to serve clients from the firm's San Francisco Bay Area office.
Merrill Names New Head of Private Wealth Management
Greg McGauley to serve as head of Merrill Private Wealth Management, International and Institutional.
Evelyn Partners bolsters Newcastle professional services senior team with tax director appointment
He joins Evelyn Partners from PwC where he spent four years working in its private business tax team and latterly leading the North East Innovations relief team.
Morgan Stanley CEO Stepping Down, Among Last From Era of Great Financial Crisis
Only a handful of CEOs at large U.S banks during the 2008-09 crisis remain in their jobs
Vontobel Nabs JP Morgan Banker for Latin America
Vontobel is hiring Emilio Muñoz in Geneva to lead the wealth management team for Latin America, it said in an emailed statement Monday.
Credit Suisse wealth chief for central Europe to exit
Several team members are leaving with the team lead two months after the announcement of the merger with UBS.
Liontrust adds fund manager duo to Special Situations and UK Growth funds
Victoria Stevens and Matt Tonge
David Reynolds Named St. Louis Market Leader For PNC Private Bank
PNC Private Bank has appointed David Reynolds to lead its St. Louis-based team. In his role as senior vice president and PNC Private Bank market leader, Reynolds collaborates with an established local team of advisors, strategists, private bankers and relationship managers to deliver customized wealth strategy, investment management, trust & estate and credit & […]