Victoria Grogan Joins Collas Crill's Private Client and Trusts Team
She has significant expertise in succession planning, will drafting and the administration of complex and cross border estates.
Executive Moves
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Wealthspire Advisors Names Jonathan Connolly Head of Trust Services
Connolly will drive growth for Wealthspire by delivering trusts and estates solutions to ultra-high-net-worth families and family offices
BlackRock’s Apac head of wealth on leave
James Raby, Asia Pacific CFO, will take up the reins for the time being.
Dynamic Planner hires director to grow enterprise client list
At Dynamic Planner, she will work on boosting the uptake of the provider’s hybrid financial planning service in this more wealthy market.
Carsten Bittner appointed as CI&TO and member of the Executive Board
His appointment, which was announced on September 26, 2022, was subject to regulatory approval and discussion with the bank's shareholders and depository receipt holders.
Credit Suisse Zurich fixed income selector exits to join UBS
The fund buyer has been with the bank for nine years and is the second recent departure from Omar Gadsby’s team.
Top 50 IAM appoints chief investment officer
Cyrill von Burg is also joining the executive management.
UBS recruits XP private banker in Brazil
Victor Souza, who previously served as a private banker in Miami, has joined UBS’s wealth management business in Brazil.
Nelson Peltz resigns from Janus Henderson’s board
Famed activist investor hands over independent non-executive director position.
Former BNY Mellon Exec Joins Delio as Chief Operating Officer
He has a successful track record in identifying solutions to complex business problems
Schroders Alumnus Returns to Lead Asia Pacific
Schroders has also announced a number of changes to its senior personnel in the region including the retirement of Hong Kong CEO and deputy head of APAC Amy Cho.
Eight-Member Wealth Management Team Joins First Republic
Team Is Led by Jeremy McChesney, Marci Rosenfeld, Jim Morehouse, Todd Duncan, and Jessica Huang