Citi Private Bank names Brazil boss to lead new LatAm client unit
Eduardo Ventura is taking on a new role at Citi in Brazil after joining the group three years ago from Itaú.
Executive Moves
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Jefferies boosts Miami wealth team with int'l advisor hire
Eric Anthony Platt, a former fund sales specialist for M&G, was hired by Jefferies this week for a wealth management post in Miami.
Pacific Asset Management Appoints Global Head of Institutional Sales
She will report to Chief Executive, Matthew Lamb, and will join as a Partner and member of the Executive Committee.
Toby Glover appointed CEO of Schroders Wealth US
Toby Glover brings over 14 years of experience in wealth management and previously held senior roles at Cazenove Capital, the UK wealth management arm of Schroders.
Schroders continues expansion of UK LDI team
Owen Davies joins from Russell Investments and Sunil Patel from Willis Towers Watson.
Barclays Switzerland appoints Lombard Odier veteran as chairman
Henry Fischel-Bock has more than 30 years' experience leading international private banking teams.
Armstrong Watson Financial Planning and Wealth Management appoints new Managing Director
It comes as the firm also announces Senior Financial Planning Manager Justin Rourke’s promotion to Financial Planning Director - Head of Advice.
Weatherbys Banking Group names new chairman, NED and CEO
Roger, who became CEO in 2000, will take over from current chairman David Bellamy, who is stepping down in March 2024 after six years in the role.
Santander AM makes Pictet and APG hires for senior roles
The Spanish asset manager has appointed new leads for its asset allocation and multi-asset divisions.
Lombard Odier hires veteran private banker from family office
Amit Ben Sira will be based in Zurich as market head for Israel.
Partners Group announces amendments to the composition of its Executive Team
Hans Ploos van Amstel will transition from the Chief Financial Officer (CFO) role into an Advisory Partner function.
Schroders Personal Wealth appoints Justin Blower as Regional Director
Prior to joining SPW, Justin held the role of Sales Director at M&G Wealth where he led the Platform Distribution Teams for over seven years.