Rothschild & Co recruits Richard Brass and Becky Orme for UK Wealth Management business
Richard will lead a new Client Adviser team and is joined by former colleague Becky Orme as an Assistant Director.
Executive Moves
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Blackstone Expands Leadership Team in Growing Private Credit Business
The new leadership roles correspond with the significant expansion of Blackstone Credit, where total assets under management have grown 135% over the past five years to $234 billion.
We’ve appointed Dr John Murton CMG as Senior Sustainability Advisor
He joins Standard Chartered after three successful years in his most recent role as the UK government’s COP26 Envoy, coordinating the UK’s climate diplomacy for COP26 in Glasgow.
Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic
Based in Florida and New York, the team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
Two firms exit Alliance of Swiss Wealth Managers
Stanhope Capital and Weibel Hess & Partners have left the association.
Ex-UBS Basel wealth management head joins Top 50 IAM board
Roman Jermann worked for UBS for over two decades.
Head of stock exchange trading leaves SIX
Thomas Zeeb will leave the company at the end of January 2023.
Nedbank Private Wealth strengthens Jersey Wealth Management Team
Richard Tribe has been appointed as a senior private banker and brings more than 35 years’ experience in the offshore financial industry.
7IM ESG fund manager retires
Prior to joining 7IM in 2006, Ritchie worked at Phillips and Drew as a charity fund manager and, at Chiswell Associates, managed a portfolio of small-cap UK growth companies.
Leo Wealth Nets Former Pictet Banker
In the role, Hu will work closely with the firm’s global network, including the tax and planning team in Tokyo.
Morningstar Appoints Singapore Director in ESG Arm
Asazuma joined Morningstar Sustainalytics in its Tokyo office in 2019 after 20 years with Nomura Securities in Singapore, Hong Kong and London.
Goldman Sachs Adds Former Raymond James Team to Custody Platform
Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian for its 'sophisticated wealth management solutions.'