Executive Moves Archives - Page 728 of 921

J.P. Morgan Loses $8-Mln Team to Morgan Stanley, Wins Merrill Broker in NYC

May 13, 2021

The team, which calls itself the Kline Zemachson Richman Group, is led by Marcus Kline, Scott Zemachson and Todd Richman, who ranked 224th, 204th and 215th on Forbes’ list this year of best-in-state advisors.

Executive Moves

Evercore Wealth Management Appoints Director of Delaware Trust Services

May 12, 2021

Mr. Lyden-Horn is based at the Wilmington, Delaware offices of Evercore Trust Company and will work closely with colleagues at Evercore Wealth Management and Evercore Trust Company across the United States.

Executive Moves

Neil Macdonald takes on newly created role at State Street

May 12, 2021

In this role, he built a consulting business focused on the needs of wealth and asset managers in Hong Kong Special Administrative Region (HKSAR) and mainland China.

Executive Moves

Janus Henderson bond boss exits in ‘career break’

May 12, 2021

Maroutsos, who also co-manages Janus Henderson’s Absolute Return Income and Global Multi-Sector fixed income strategies, is set to leave the group on 1 October.

Executive Moves

Credit Suisse Hires in Asian Wealth Unit

May 12, 2021

The new hires are in both Singapore and Hong Kong.

Executive Moves

Wealthify makes two senior hires

May 12, 2021

As NED at Wealthify, Bhargava will draw on his decades of wealth, investment and technology entrepreneurialism to help accelerate growth of the platform.

Executive Moves

AMP Australia CEO announces new team to lead transformation of the AMP Australia business

May 11, 2021

The team has the capability and experience to drive the transformation of the AMP Australia business, and each has the attributes to lead a high-performance culture.

Executive Moves

UBS Nabs $4.7-Mln Merrill Trio, BofA Private Bank Team on West Coast

May 11, 2021

The team in Roseville, led by brokers Jason Arnold, Tom Mulvaney and George Chuchas, left Merrill for UBS Wealth Management USA on Friday.

Executive Moves

Van Lanschot Kempen appoints Maarten Edixhoven as Chairman of the Management Board

May 11, 2021

Maarten will be appointed on 1 October 2021 as Chairman and member of the Management Board.

Executive Moves

Boutique hires French-speaking Switzerland head

May 11, 2021

She will also sit on the executive board and lead the company’s shared services department which includes legal and compliance, tax, IT, finance and controlling and internal services, the firm announced.

Executive Moves

Industry Veteran Joins Mattioli Woods

May 11, 2021

Nigel joins Mattioli Woods from Platform Securities, where he spent the last 14 years, including the last 5 years as CEO.

Executive Moves

Key management changes at AMP Wealth

May 11, 2021

AMP Australia chief executive officer Scott Hartley said the move was designed to increase performance and add greater efficiency via a flatter structure.

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