GAM appoints Client Director
Christian Lorenz worked for Edmond de Rothschild in Geneva for more than twenty years
Executive Moves
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Brown Shipley hires Manchester director from Barclays
Georgia Breeze, a former financial advisor at Barclays Wealth Management, will join Brown Shipley’s Manchester office as a client advisor.
Change in the management of Valiant
Stefan Gempeler, Head of Products and Operations and member of the Executive Board, is leaving Valiant to reorient himself professionally.
Wilmington Trust Expands Boston's Wealth Management Team
These executive additions highlight Wilmington Trust's continued, positive momentum both in the Massachusetts and its other markets, beginning with the October 2020 expansion of an enhanced, client-centric operating model across its Wealth Management
Golding appoints new ESG Director
He holds a master in business studies and is a CFA with 16 years of experience in the investment business
Reuss Private secures services from fintech guru
As the independent asset manager Reuss Private announced on Thursday, she has appointed Margaris to the board of directors of the holding company, in which the Aargau-based company is bundling its German business.
New manager for Valiant branch in Belp comes from CS
The federally qualified banking economist has had a long career in the financial sector.
Deutsche Bank Hires Team of Ex-HSBC Private Bankers for Africa
Deutsche Bank is also bringing on three other senior relationship and investment managers from HSBC and who worked with Sayers, including Daniel Crafford, Kevin Boux and David Dizerens.
Indosuez Grows North Asia Team
He previously held senior wealth management roles in DBS Bank Private Bank and BNP Paribas Private Bank in Hong Kong as well as UBS Taiwan.
Brown Shipley hires in Edinburgh for Scotland expansion
Kenny Cummings joins the private bank's Edinburgh office as a financial planner as a new hire in the bank's plans for expansion in Scotland.
New Jersey Advisor Returns to RBC Following Restraining Order
Christopher Andreach, who managed about $500 million in assets, rejoined his former firm in its Florham Park, N.J., office after spending only a few months at UBS Financial Services.
LGIM hires senior UN adviser to head stewardship
Legal & General Investment Management has appointed Kurt Morriesen as its head of investment stewardship to lead a team dedicated to upholding ESG standards.