Cohen & Steers Appoints Head of Wealth Management Consulting Group
Mr. Kuberski brings more than 20 years of experience as a business development leader in the investment industry.
Executive Moves
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Broadridge boosts board
She is an experienced financial markets regulator, former SEC Commissioner, and recognized authority on financial markets regulatory issues.
Co-founder departs WealthO2
The pair were already existing shareholders and brought over 50 years combined experience in the fields of financial planning technology, platform and investment banking.
Quilter Cheviot bolsters business development team
They will be responsible for providing support around regulatory and business challenges and working closely with Quilter Cheviot’s investment management team.
Itaú Names New CEO at Swiss Wealth Arm
The Brazilian bank appointed a former UBS wealth manager to run its Swiss private bank, finews.com has learned.
Inyova Hires Marketing Expert in Expansion Bid
The impact investor fintech is hiring a marketing chief, following its plan to expand into other European markets.
PNC Rebrands Wealth Businesses as Lenders Vie for Rich Clients
Don Heberle will head the newly branded PNC Private Bank
Credit Suisse Unit Appoints After Greensill
A Credit Suisse managing director, Muirhead takes over the job from Filippo Rima, who in turn last month took over the top fund job in Switzerland as well as Europe, the Middle East, and Africa last month.
HSBC manager who wrote 48-page report about racism in the workplace quits
Ian Clarke resigned in an email sent to about 1,000 staff and senior managers
DBS names new Independent Director to Board of Directors
Judy Lee, banking and risk management veteran, to join DBS Boards on 4 August 2021
Nomura Continues Push into Wealth Management with New Hires
In January, the firm had announced the hiring of over 20 wealth management professionals into the business as part of the expansion plans.
Advisor leaves Canaccord to rejoin Richardson Wealth
New recruit credits firm's reputable name, integrity, and start-up feel as reasons for return after 25 years away