Executive Moves Archives - Page 466 of 924

Financial Advisors Paul Cuneo & Timothy Denihan join UBS in the Garden City, NY

May 19, 2023

UBS Wealth Management USA has announced that Paul L. Cuneo has joined the firm as a Managing Director and Financial Advisor in Garden City, New York. Paul joins with his team, Cuneo, Denihan & Associates which also includes Financial Advisor Tim Denihan and Client Service Associates Melissa Poyer and Patrick Lively. Paul, Tim, […]

Executive Moves

UBS bolsters offshore team with new product manager

May 19, 2023

Kelly has been named to the Swiss firm’s mutual fund product team in New York, where he will report to William Reilly, UBS’s mutual funds programme manager, according to sources. In this role he is responsible for maintenance of the offshore mutual fund platform, interfacing with the mutual fund operations area and fund partners […]

Executive Moves

Abu Dhabi's ADQ hires KPMG partner as portfolio investments director – sources

May 19, 2023

Abu Dhabi state holding company ADQ has hired Jawad Shafique, formerly KPMG's partner for deal advisory in the lower Gulf, as director for portfolio investments, two sources told Reuters on Thursday. ADQ, Abu Dhabi's third biggest sovereign wealth fund, has been hiring more bankers in the last two years as it steps up dealmaking […]

Executive Moves

Liontrust appoints Anthony Chemla as Fund Manager within Multi-Asset team

May 19, 2023

Liontrust has announced the appointment of Anthony Chemla as a Fund Manager for the Multi-Asset team. With 17 years’ experience of fund selection both as a portfolio manager and analyst, Anthony will strengthen the experience and capability of the Multi-Asset team. Anthony will work alongside John Husselbee, Head, and James Klempster, Deputy Head, […]

Executive Moves

Investec W&I loses another 30 years' wealth experience to Close

May 18, 2023

Close Brothers Asset Management continues to recruit Investec’s wealth veterans, making two more hires this week, Citywire Wealth Manager can reveal. Charlotte Selby-Rickards and Charles Lawson join the firm’s Cheltenham office as senior investment directors. Selby-Rickards joins CBAM after almost 17 years with Investec Wealth & Investment, where she was most recently senior […]

Executive Moves

Former Investec W&I CEO to step down from board

May 18, 2023

The former chief executive of Investec’s UK wealth division, Ciaran Whelan, is stepping down from the board of the group. In a stock market update this morning, Investec announced Whelan and CEO of South Africa based Investec Bank Richard Wainwright will step down as executive directors at its annual general meeting on 3 August. […]

Executive Moves

LPL Financial : Hedberg Wealth Management Team Joins LPL

May 17, 2023

LPL Financial LLC has announced that financial advisor Jeff Hedberg and the team at Hedberg Wealth Management has joined LPL Financials' broker-dealer, RIA and custodial platforms. He reported having served approximately $150 million in advisory, brokerage and retirement plan assets*, and joins LPL from SagePoint, part of the Advisor Group network of broker-dealers. […]

Executive Moves

Wilsons Melbourne boss Ted Richards poaches for private wealth unit

May 17, 2023

Wilsons Advisory’s Melbourne office boss and former AFL player Ted Richards has scored three goals in a row, luring a trifecta of new talent to the firm’s private wealth unit. Richards’ latest hire, Cam Alder has been an adviser at Bell Potter for the past 3½ years. Alder signed up with Wilsons after nearly […]

Executive Moves

Franklin Templeton hires BlackRock’s Nicholas Chui as Lai retires

May 17, 2023

Franklin Templeton has hired Nicholas Chui from BlackRock to join the firm’s emerging markets equity China investment team. Chui will take over from Michael Lai, who is retiring. Based in Hong Kong, Chui has joined in the new role of senior vice president, portfolio manager. He reports to Sukumar Rajah, senior managing director and […]

Executive Moves

Credit Suisse AM Swiss sales head joins Zurich boutique

May 17, 2023

Fisch Asset Management has recruited Elemer Schneider as a senior sales and relationship manager. Schneider has been acquiring and looking after wholesale and institutional clients for the Zurich-based firm since March. He reports to Hanspeter Diem, head of sales and relationship management. Before joining Fisch, Schneider worked at Credit Suisse Asset Management as […]

Executive Moves

Evelyn Partners appoints experienced financial planner to support expansion of Chelmsford office

May 17, 2023

Evelyn Partners has appointed Harrison Boar as a financial planner to help support the continued expansion of its Chelmsford office. Harrison joins Evelyn Partners from Fisher Investments where he spent 9 years as a Private Client Adviser. During his time at Fisher, Harrison specialised in advising high net worth clients on a range of […]

Executive Moves

SGKB nominates lawyer for board of directors

May 17, 2023

St. Galler Kantonalbank has proposed Cornelia Stengel as a member of the board of directors for the next annual general meeting on 1 May 2024. Stengel has been working as a lawyer for financial market and data protection at the law firm Kellerhals Carrard in Zurich since 2013. In 2017 she became a partner […]

Cookie Notice