Steward Partners Onboards Newest Wells Fargo Recruit
Thomas Barr joins Steward Partners Global Advisory following transition to multi-custodial Raymond James platform.
Executive Moves
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Northern Trust Bolsters Digital Solutions Consulting Team
Series of Appointments Support Strategic Focus and Investment in Digital Innovation and Expertise
Channel appoints new Chief Commercial Officer
He brings a wealth of commercial expertise to the organisation
Groupe Indosuez Wealth Management : Indosuez wealth management expands team in Asia
These new appointments, with their deep experience in international financial services and strong understanding of key markets, bolster Indosuez's suite of wealth management offering in the Greater China and Southeast Asia markets where it has a grow
UBS Duo Managing $407M Follows Their Former Teammates to Stifel in NYC
They’ve operated at Stifel as the CBC Wealth Management Group.
WM appoints ex-Credit Suisse PBs as partners for Bern office
Helvetic Trust is strengthening its Bern branch with two senior partners and one account manager.
Raffles Names Managing Partner for New Real Estate Team
The team will act as the third offering under RFO’s Advanced Wealth arm alongside the private equity and structured investment solutions team.
BNY Mellon’s Pershing appoints Chief Executive Officer of Pershing’s EMEA business
She will lead the EMEA management team to realise the business’ next phase of growth
Ascot Lloyd appoints head of future adviser academy
Gregory is a chartered financial planner with experience in growing academies and IFA teams across the UK.
J.P. Morgan Asset Management Hires Head of Retirement
He will report to Andrea Lisher
Sarasin's boutique shakes up fund line-ups after thematic PM exits
Sarasin & Partners expands the remit of one investment manager while promoting another in the wake of a departure.
Radicant brings marketing chief from UBS
She also worked for several years as a client advisor at the Geneva-based private bank Lombard Odier.