Signature Wealth Group boosts team
Before entering the financial services industry, Chuck served in the U.S. Army as a paratrooper and multilingual interrogator serving in Bosnia and Russia.
Executive Moves
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BNY Mellon Wealth Management Names Head of Sales – Investor Solutions
She started at BNY Mellon Wealth Management as a high-performing client strategist and stepped into the DC Regional President role quickly earning the trust and admiration of her team as a great leader and business builder
Digital wealth manager appoints Industry veteran as chief strategy officer
He is an expert in brokerage, trading platforms and investment products," says Erik Podzuweit
Credit Suisse Dealmaker Jumps With Team
Przygoda is an experienced dealmaker in the insurance sector and has worked at Credit Suisse for over ten years.
New head of discretionary for Ravenscroft in Jersey
Mr Le Cornu has worked in the finance industry since 1978 and has more than 25 years’ experience in investment management.
BNY Mellon Wealth Management Appoints Karen Wawrzaszek As Regional President in Washington DC
Prior to SBSB, Karen held senior positions at U.S. Trust, Pitcairn Family Office and Rockefeller Capital Management.
Snowden Lane Partners expands international wealth presence with new adviser team
Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the launch of a new advisory team based in their New York City headquarters.
Wire Wars: $1.4-Mln Merrill Family Team Leaves for Morgan Stanley in FloridaA four-person Merrill Lynch team led by a 29-year veteran broker and his nephew left earlier this month for rival Morgan Stanley in Fort Lauderdale, Florida, adding to a list of r
The team had managed $420 million in assets and generated about $1.4 million in annual revenue, confirmed Emile, who was reached at his new office on Thursday.
Schroders Personal Wealth strengthens business development team
Marcelo brings a wealth of experience to the role, having previously held senior management positions at Royal Bank of Scotland and Lloyds Banking Group
New appointments strengthen Hawksford’s global corporate offer
Darren joins Hawksford from a director role at Fairway Group
UBP hires chief for German and Austria AM arms
Body will start on his new role on 1 June and reports to Nicolas Faller, co-CEO of Asset Management and head of institutional clients.