Wealth Manager Joins First Republic in Century City
Dan Jennings is a seasoned wealth advisor who will be a strong addition to our growing team of wealth management professionals serving the Los Angeles area
Executive Moves
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Credit Suisse Names Chief Swiss Lawyer
After studying law at the University of Zurich, Renato Costantini was admitted to the Swiss Bar Association and later gained a PhD from the University of Lucerne.
Boe Pahari to Depart as AMP Capital Spins Off Private Markets
Private Markets will also put in place a new management equity plan, to attract and retain talented investment professionals and management, the announcement said.
Wells Fargo’s private wealth head is leaving
Wellborn joined in summer 2019 from Comerica Bank, where she was head of wealth management.
PB cuts jobs, overhauls board and targets acquisitions following losses
In a media release on Friday, IHAG stated that it had lost money and experienced an outflow of client funds.
Zurich digital asset manager appoints two board members
They were both unanimously elected by shareholders at the annual general meeting on 22 April.
RBC, Stifel Add Merrill Lifers in NY, NM
Meyers started his career at Merrill in 2013
Senior Investment Specialist Joins HSBC Asset Management
The industry veteran of 30 years joins from First Sentier Investors, where he was chief investment officer for fixed income and multi-asset solutions.
Quilter Cheviot hires Jamie Maddock to bolster equity analyst team
The global energy and materials sectors are at an interesting yet challenging juncture.
Perks Private Wealth welcomes new Chair
As the next exciting step in its continued progression, senior investment executive, Christo Hall has been announced as Chair of its Investment Committee.
SVM Asset Management appoints Sales Manager
He will be working alongside Head of Sales & Marketing Giles Robinson, and the two will have responsibility for client relationships, with McFarlane focusing his efforts on clients in the North of England, Scotland and Northern Ireland.
Tilney Smith & Williamson expands business development team in the North West
At Tilney Smith & Williamson, Bickerstaffe will be responsible for developing the Group’s strategy with external IFAs in the North West.