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.
Executive Moves
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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 & […]
Financial Advisors Paul Cuneo & Timothy Denihan join UBS in the Garden City, NY
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, […]
UBS bolsters offshore team with new product manager
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 […]
Abu Dhabi's ADQ hires KPMG partner as portfolio investments director – sources
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 […]
Liontrust appoints Anthony Chemla as Fund Manager within Multi-Asset team
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, […]
Investec W&I loses another 30 years' wealth experience to Close
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 […]
Former Investec W&I CEO to step down from board
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. […]
LPL Financial : Hedberg Wealth Management Team Joins LPL
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. […]
Wilsons Melbourne boss Ted Richards poaches for private wealth unit
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 […]
Franklin Templeton hires BlackRock’s Nicholas Chui as Lai retires
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 […]