Annual Conference of SSF And Christine Gugolz joins SSF Board
In addition, SSF members elected Christine Gugolz, an experienced sustainability specialist from UBS, to its board.
Executive Moves
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Wealth Wizards CEO joins advice-guidance review working group
The review will enable the Treasury and FCA to gather a detailed understanding of how the boundary is operating and what the impact is on consumers.
BNP Paribas Streamlines Asia Wealth Leadership
In the role, Lee reports to BNP Paribas Wealth Management APAC CEO Arnaud Tellier as well as BNP Paribas Hong Kong CEO Hugo Leung.
LGT Wealth India hires two from Credit Suisse India
LGT Wealth India has made two former Credit Suisse hires, amid ongoing integration with UBS.
GBST creates global cloud infrastructure role to shape its Software as a Service strategy
Previously, Ross was Head of Infrastructure at Bravura, where he developed the cloud proposition and worked with multiple clients to direct their transition to cloud technology.
PineBridge Investments Appoints Mick Sweeney as Chief Executive Officer, EMEA
As part of his role, Mr. Sweeney also serves on PineBridge’s global senior leadership team.
Rockefeller Asset Management Names Tim Skiendzielewski Associate Portfolio Manager, Expanding its Small and SMid Cap Investing Team
He also will support expansion of the firm’s Small and SMid Cap platform, including the launching of new strategies and vehicles.
Mirabaud strengthens its wealth management division in the UK market
These new hires represent the latest part of Mirabaud Group’s expansion strategy to provide a strong commitment to its UK wealth management clients.
Impax announces new co-portfolio manager for Asia funds
He joins the sustainable investment specialist from Macquarie Asset Management as long-term successor for David Li, who died last year.
Financial Advisor Team Nautilus Wealth Management Joins UBS in La Jolla
Gregg and Jason are joined by Client Service Associate Saba Lak.
Shannon McAllister joins UBS Private Wealth as Financial Advisor in Boston
She focuses on developing and overseeing every detail of successful client relationships, offering highly sophisticated goals-based financial advice on all aspects of her clients’ balance sheet.
Evercore Wealth Management Names Neza Gallitano Managing Director, Wealth and Fiduciary Advisor
She is based in New York City and will work directly with ultra-high-net-worth client families and their other advisors, delivering comprehensive strategic wealth planning and fiduciary services.