Liontrust’s David Roberts retires
Phil Milburn and Donald Phillips will now co-head the asset manager's fixed income division.
Executive Moves
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Wealth management business appoints MD
Highly experienced advisor joins to support the firm’s investment management strategy for ultra high net worth clients and lead women’s advocacy efforts.
Pictet Nets Ex-J.P. Morgan Private Banker to Lead New Team
At Pictet, Yeung will lead a Greater China team made up of new hires with a focus on the Greater Bay Area.
Rathbones adds investment consultant to sales team
"We are very pleased to welcome Jenny to our investment sales desk. With a strong grounding in economics and experience in a fast-growing business, she is ideally suited to our team as we look to build on our strong relationships with advisers."
Natixis hires Head of Global Market Strategy
He will also work in close collaboration with our US team
Private banking team decamps for Morgan Stanley Private Wealth
Finalizes a slew of organizational changes in the Private Bank that have created some upheaval among advisors.
Wealth Wizards strengthens Executive team
Their experience in digital advice will bring additional insight to the team and we can’t wait to see how much they will impact the business in the coming months and beyond.
Wren marks 5th year of expansion with major appointments
Wren provides strategic wealth advice, investment management and family office services to wealthy UK
Who advances into the management at the Basler Kantonalbank and Cler
These are the lucky new appointees.
Penny Lovell steps down as Sanlam Private Wealth CEO
Prior to that, she was managing director at Rothschild Wealth Management.
Saffery Champness appoints senior compliance manager in Guernsey
Debbie’s appointment further supports the continued growth of the firm and follows the recent promotion of eight team members in the Guernsey office.
UBS Wealth Unit Strengthens Private Market Sales
She over 15 years of private equity fund experience