US wealth firm expands London office with senior hires for U.K. private client and charity team
These appointments will support the expansion of Brown Advisory’s international business
Executive Moves
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Citi Boosts Wealth Ambitions With Family Office Hire
The bank has yet to respond to queries from finews.asia about the hire.
Six-Person Advisor Team Joins UBS Private Wealth Management
In addition to JT, Angela and Sean, the team also includes Client Service Associate Jordan Sayer, Senior Wealth Strategy Associate Chris Carothers, and Senior Wealth Strategy Associate Tyler Baker-Williams.
Long-established central London law firm promotes within Private Wealth department
The appointments are effective from 1 June 2021 and demonstrate the firm’s strong commitment to growth and developing internal talent.
Charles Stanley appoints former Brown Shipley boss head of investment
Charles Stanley has promoted recent recruit and former Brown Shipley chief executive Ian Sackfield as managing director of investment management services.
Investec hires senior investment director from Julius Baer
Michelle White joins the firm from Julius Baer, where she was an executive director in London for three years specialising in providing services to US clients.
Former boutique boss joins Groupama AM as chief investment officer
Convertibles expert who launched own venture in 2013 joins French firm to aid growth plans.
Sarasin promotes two to partner
Prior to joining in 2017, Simons was the Division COO for Wealth Management at C. Hoare & Co
Former Brooks Macdonald AIM architect joins Rathbones
Scott Lothian joins Rathbones after leaving Brooks at the end of May.
Wealth manager appoints head of academy
He will be responsible for the nationwide academy management team which supports all new joiners looking to form part of the “partnership”.
Swiss Banker Invests in Fintech Firm
David Schmid has joined CAT Financial Group as a strategic partner and co-owner, both the company and Schmid told finews.com.
David Bowen joins EY as Partner in family office wing
Bowen arrives competitor Deloitte, where he worked for five years.