NewEdge Wealth Names 30-Year Veteran, Richard Ina, as Partner
His previous two associates, Alison Ina and Paige Muirhead, will also join NewEdge Wealth.
Executive Moves
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Hargreaves Lansdown appoints chief investment officer
Vaughn will be responsible for the HLFM fund range.
J.P. Morgan Asset Management Hires Interest Rates Expert
Experienced investor joins the firm from TD Securities
Zurich wealth manager overhauls executive management
There are four new appointments at Zurich-based Reuss Private.
Waverton hires new chief financial officer from WH Ireland
Waverton Investment has appointed Steve Chhoker as chief financial officer.
Barclays Relocates London Private Banking Duo
Previously, he worked at Linklaters as a senior lawyer specializing in M&A for real estate clients such as sovereign wealth funds, listed property companies and private investors.
Lloyd Kurtz Joins Montecito Bank & Trust Wealth Management Team
Kurtz will advance the group’s impact/ESG investment practice and design portfolios for clients that align with individual values and investment goals.
Barclays Private Bank Makes Senior Appointments in Singapore – Statement
The lender has appointed Tom Road as its deputy head of Barclays Private Bank in Singapore.
Ex-Indosuez Banker Resurfaces at Guotai Junan
In this role, she is responsible for building the wealth management unit in Singapore.
Bantleon further expands bond management
Luca Orlando has more than nine years of experience as a credit analyst and more than four years as a portfolio manager at Cape Capital AG in Zurich.