Executive Moves Archives - Page 650 of 942

J.P. Morgan appoints Wealth Management in Miami

January 21, 2022

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.

Executive Moves

Wealth Management firm announces seven new shareholders

January 21, 2022

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.

Executive Moves

Julius Baer strengthens its intermediaries business in Spain with a newly established team

January 21, 2022

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.

Executive Moves

BofA Realigns Leadership Roles in Wealth Management Unit

January 21, 2022

As part of the changes, Sieg will oversee the company’s Investment Solutions Group (ISG) and its Personal Retirement Group.

Executive Moves

Deutsche Bank hires BofA's fine-art lending expert John Arena

January 21, 2022

He had also focused on art lending to UNHW individuals at Citibank's private banking division.

Executive Moves

Kingswood appoints head of wealth planning

January 20, 2022

She will be responsible for leading the firm’s financial adviser teams in the Midlands and South of the UK.

Executive Moves

Mercer appoints new Head of Switzerland

January 20, 2022

He will be responsible for deepening existing private banking partnerships and securing new ones.

Executive Moves

Pennington Partners appoints new MD

January 20, 2022

He joins Pennington amid rapid growth for the firm and will lead expansion into several additional channels

Executive Moves

Mirova appointments Director of Sustainability Research

January 20, 2022

She has held several positions, including that of co-head of the team from 2013 to 2020.

Executive Moves

Singapore private bank hires DPM head

January 20, 2022

Grizelda Lee was previously head of asset management Asia at Indosuez Wealth Management.

Executive Moves

Withers tech builds strengths with arrival of transatlantic venture capital partner Sarah Melaney

January 20, 2022

Sarah is an advisory board member of FutureWorldVC, a 180 strong community of ethical impact investors and is a scout for FiveThirteen, a non-profit organisation supporting gender diversity and climate action.

Executive Moves

Quilter Cheviot adds to fund research team

January 20, 2022

The hire follows the addition of ESG and global equities specialist Yusuf Durmaz to the team in September and adds to one of the largest research teams in the industry, spanning the fund, equity and bond markets.

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