Schroders Personal Wealth boosts board
He has over 20 years’ experience in the financial sector.
Executive Moves
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Citi Senior Equities Staff to Exit Hong Kong
Citigroup isn’t the first bank to start moving its people out of Hong Kong.
William Blair’s head of fixed income departs
Senior change at US asset manager as bond boss heads for the exit after two-and-a-half years.
Liontrust’s David Roberts retires
Phil Milburn and Donald Phillips will now co-head the asset manager's fixed income division.
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.