Brewin promotes investment director to head up market analysis
She was previously global economist at Cazenove Capital Management
Executive Moves
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City AM hires Brown Shipley team for Cambridge launch
Paul Fox, Jason Armstrong-Butler and James Ross-Russell have been hired to expand CAM's services to clients in Cambridge.
Centura Wealth Advisory expands
The San Diego headquartered wealth management firm welcomes Seth Meisler, CFA, CPA/PFS, CFP® in Minneapolis, Minnesota
Citi Appoints Asia Economist For Wealth Management Unit
He is tasked with providing thought leadership and policy analysis for the region’s key economies with a particular focus on China.
J.P. Morgan appoints Wealth Management in Miami
They take a holistic approach in helping clients achieve their short- and long-term financial goals, and I’m confident they’ll play key roles as we continue to strengthen our offering in Miami.
Wealth Management firm announces seven new shareholders
Continues to strengthen our culture and deepen our relationships with our clients by bringing our core values of cultivated relationships, transparent alignment, a drive to think, solve, act and the mindset to own it.
Julius Baer strengthens its intermediaries business in Spain with a newly established team
The development of the Intermediaries Spanish market will be under the responsibility of the new team around Claudia Linares, who joined the bank in mid-January 2022.
BofA Realigns Leadership Roles in Wealth Management Unit
As part of the changes, Sieg will oversee the company’s Investment Solutions Group (ISG) and its Personal Retirement Group.
Deutsche Bank hires BofA's fine-art lending expert John Arena
He had also focused on art lending to UNHW individuals at Citibank's private banking division.
Kingswood appoints head of wealth planning
She will be responsible for leading the firm’s financial adviser teams in the Midlands and South of the UK.
Mercer appoints new Head of Switzerland
He will be responsible for deepening existing private banking partnerships and securing new ones.
Pennington Partners appoints new MD
He joins Pennington amid rapid growth for the firm and will lead expansion into several additional channels