Executive Moves Archives - Page 497 of 943

Evelyn Partners bolsters Edinburgh office with Financial Planning Director appointment

April 11, 2023

The news of Duncan’s appointment follows David Rankin joining Evelyn Partners earlier this year as Managing Partner with responsibility for its Edinburgh and Aberdeen offices.

Executive Moves

Fisch PMs and trend following fund exit for Zurich boutique

April 11, 2023

The Divas Trend Navigator has a new name, but the clients, brokers, custodians, and partners of the strategy will remain the same.

Executive Moves

Top 50 IAM adds ex-UBS financial intermediaries head to board

April 11, 2023

It has also added legal specialist Istarel Brucker to the executive committee.

Executive Moves

Maria Teresa Vacalli joins the PostFinance Board of Directors

April 11, 2023

In addition to her post as a member of the Swiss Post Ltd Board of Directors, she has held various other board roles since 2013.

Executive Moves

Mirabaud AM appoints sole convertibles head

April 11, 2023

The previous co-head for convertible bonds has left the company.

Executive Moves

Andy Sieg Can Lead Citi’s Wealth Biz Build-out But Faces Uphill Battle

April 11, 2023

Sieg will likely “start this process but not finish it,” according to industry recruiter Phil Waxelbaum.

Executive Moves

JPM star Wang to step down from $14bn worth of China funds

April 10, 2023

Citywire AA-rated manager Howard Wang will step back from running money directly as part of a relocation to the asset manager’s Taipei office.

Executive Moves

Northern Trust Strengthens Wealth Management Team in Minneapolis

April 6, 2023

Previously, he spent a decade as Managing Director and Market Leader of J.P. Morgan’s Private Bank in Minnesota.

Executive Moves

Quilter Cheviot enhances charities team with investment manager hire

April 6, 2023

Osato’s hire follows other recent appointments at Quilter Cheviot, including that of Oswald Oduntan, who joined the Managed Portfolio Service team as an investment manager in March.

Executive Moves

Citi appoints Selim Elgen as head of global wealth in MENA

April 6, 2023

Venkat Mahadevan was named as the consumer business manager

Executive Moves

Pictet Accelerates its Zurich Wealth Management Transition

April 6, 2023

It's no banking industry secret that since Credit Suisse's demise and subsequent takeover by UBS, numerous wealthy clients have been knocking on the door of private banks.

Executive Moves

Well-known asset manager with a new mandate

April 6, 2023

The new supervisor comes from a Zurich asset manager.

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