Morgan Stanley Taps Its Treasurer as President of Banking Units
John Ryan to be president of firm’s two banking subsidiaries
Executive Moves
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Citi Private Bank makes Nedbank hire for head of UK wealth planning role
The bank brought in a wealth expert who previously worked in senior roles at Credit Suisse, UBS and Barclays.
JP Morgan Private Bank fixed income selection chief exits
A senior fund buyer is leaving the group after more than 13 years.
Private Wealth Advisor Joins UBS in San Diego Area
Her areas of expertise include investment management, trust and estate planning, residential, commercial and structured lending solutions, as well as capital markets and foreign exchange.
Former Barclays Wealth boss joins Stonehage Fleming board
Dena Brumpton and former Maitland chair Michael Solomon have been appointed to the Stonehage board.
Schroders Solutions continues to accelerate with new senior hire
He will join Schroders Solutions on 1 September 2022 as Head of Schroders Solutions Capabilities
Evelyn Partners continues South East expansion with Guildford financial planner appointment
The hire will help the firm keep pace with the increased demand it is seeing for wealth management services in Guildford and wider Surrey.
Evelyn Partners announces to join as new General Counsel
Prior to this she served as General Counsel and Company Secretary at Cabot Credit Management.
HL hires M&G Wealth's deputy CEO as head of advice
Client director at HL Ian Hunter said Caldicott's background in developing digital-led strategies that focus on client experience within the Financial Advice sector was something the firm is “really excited” about.
HSBC names new global head of wealth sales
The move will expand Boumalham’s current responsibilities as head of wealth sales for Asia Pacific at the bank, and he will continue to be based in Singapore.
Lowes Financial Management adds wealth manager
Stowe has spent almost a decade at Lowes, starting in an administrative role and occupying various other roles before he became a Lowes consultant.
Boutique taps Liontrust manager to expand investment team
Mike Totton joins Latitude Investment Management as a senior analyst and will work across its global equity portfolio strategy.