GenTrust adds to New York wealth adviser team
Jim Besaw, co-founder and Chief Investment Officer, is also looking forward to working with Mimi again, having previously worked together at Barclays.
Executive Moves
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Andreas Tautscher joins Carey as NED
Andreas has also served on Local Government advisory committees and was for six years a non-executive director on the Virgin Group Board.
ING to separate Board roles for operations and technology
He will also remain responsible for data management and will assume responsibility for information security.
Private bank CEO steps down amid shareholder changes
The bank also said that a team from One Swiss Bank will take over the management of the merged entity.
Vaduz independent asset manager appoints ex-SAM research head to board
IMT offers discretionary asset management, management of investment funds and investment controlling and advisory services.
Deutsche Bank Nabs Jefferies Swiss Broker
He will report to Leonardo Doser, who joined Deutsche Bank in January from UBS as head of markets distribution in Switzerland.
Royal London Asset Management hires head of ESG research
Eli Haroush has been appointed to the newly created role of head of ESG research to help embed ESG analysis into RLAM’s investment decision-making process.
UBS Hires $3-Million J.P. Morgan Advisors Duo in NYC
UBS’s Americas headcount, including a small contingent in Canada and Latin America, fell to 6,305, down a net 48 over the last three months of 2020 and down 244, or 3.7%, from 6,549 in the fourth quarter of 2019.
Changes in the Board of Directors of Finnova AG
The Board of Directors of Finnova AG has remained very stable in its composition for many years.
Manulife Investment Management appoints head of high-net-worth strategy for private markets
Commits to product innovation and offering to broader distribution and investor base
Mirova appoints proxy voting and engagement lead
Lindsey Apple will collaborate with portfolio managers and management on voting and engagement decisions in US and Europe
Citigroup Names Ida Liu to Head Global Wealth Management
The promotion comes as the bank also named new regional wealth-management heads.