Baird appoints Private Wealth Director
She most recently served as managing director at Abbott Downing, a Wells Fargo division that provides customized wealth management solutions to ultra-high-net-worth clients.
Executive Moves
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Ex-Avantax gatekeeper resurfaces at $1.2bn RIA
In his new role Landry serves as director of advanced planning for Credent, a newly created position.
Gresham House seeks to oust Strategic trust chair to kick-start strategic review
It also wants to appoint its chief of staff Jeston Na Nakhorn to the GHS board with existing non-executive director Helen Sinclair taking temporary of the board as fellow independent director Ken Lever leads a strategic review of the sub-scale trust&r
Walker Crips makes new hires for Southampton office launch
Lee and Cavendish are joined by Kris Watts and Jasmine Ng, Paraplanner and Wealth Administrator respectively, who will also be based in the new Hampshire regional office.
Two Wealth Managers Join First Republic
Scott Grenert and Kevin MacIntyre are highly regarded wealth managers in the Boston area and have been successful providing comprehensive solutions to clients with complex needs.
Tanvi Davda steps down as CEO of private office Saranac
Davda will remain on the firm’s board as a non-executive director and will become an adviser to the business.
UBS AM chief steps down
Doherty used to work at BT Investment Management/Pendal Group, AXA, Perpetual and Challenger across various roles, mostly in business development.
AllianzGI appoints new Global CIO
Greg brings 25 years of experience in Multi Asset investing from both a wealth management and asset management perspective.
Sanctuary Global Recruits Former Tennis Pro From Morgan Stanley
Sanctuary Wealth has attracted Rodolfo 'Rudy' Rake, a former tennis pro turned financial advisor.
Unigestion boosts board
Professor Weder di Mauro, who joined the Unigestion Board this week, is one of Europe’s leading academics, having worked as an economic adviser for several governments and central banks, as well as serving on the boards of a number of major corporat
Bank Reyl Zurich head joins Geneva PB as head of private banking
Welti joins from Bank Reyl, where he was head of Zurich for over seven years.
Aztec Group appoints new Client Development Director
Jon joins the Group as Client Development Director, based in our Southampton office.