11/05/2019
Liontrust promotes ESG specialist to co-manage ethical funds
Liontrust has promoted an analyst to a fund manager within its sustainable investment team.
Executive Moves
11/04/2019
Ex-Tesco Bank boss to chair wealth management firm
His current portfolio sees him holding roles including executive chairman of property firm Buccleuch and strategic advisor to the First Minister on the creation of the Scottish National Investment Bank.
11/04/2019
ASI's Dragon trust rebrands with new portfolio manager
Pruksa Iamthongthong added to Asia Dragon trust
11/04/2019
J. Safra Sarasin Hires from Barclays, Credit Suisse
Concurrently, the bank named Daniel Belfer – a 19-year wealth veteran with Safra and its current head of trading, asset management and treasury – as its new CEO last week.
11/04/2019
Julius Baer poaches Credit Suisse sustainable investment head
Yvonne Suter joins Julius Baer from Credit Suisse
11/04/2019
Kleinwort Hambros names new director of private banking in Edinburgh office
At Adam & Company, he worked with a broad range of high-net-worth and ultra-high-net-worth clients, guiding them through private banking, structuring and tactical debt conversations.
11/03/2019
International law firm Continues Private Funds Expansion
Continues Private Funds Expansion with the Arrival of Regulatory Specialist Kirsten Lapham in London
11/03/2019
Deutsche Bank appoints Global Head of Wealth Management
With assets under management of approximately 215 billion euros (as at September 30, 2019), Deutsche Bank Wealth Management is one of the largest wealth managers worldwide.
11/03/2019
Deutsche Bank Replaces Wealth Head
Michael Ilgner becomes Global Head of Human Resources – Claudio de Sanctis to head the Wealth Management business
11/03/2019
Lord (James) Lupton tipped to chair Lloyds Bank
It was announced last week that Blackwell was stepping down.
11/01/2019
Bank J. Safra Sarasin announces reorganization of the Group Executive Board
Current CEO Edmond Michaan will take on a new role as Head of Group Strategy at the Bank and at the larger J. Safra Group, including real estate, other private investments and as future member of the board of Chiquita.
11/01/2019
John Barden resigns from Paramés' value boutique Cobas AM
Barden has been co-managing Cobas AM funds alongside Andrés Allende for the past three years.
11/01/2019
SGSS Mandate Alert - Alpha Real Capital LLP
SGSS is providing custody and depositary services to Alpha Real Capital’s new UK Property Authorised Investment Fund.
11/01/2019
Heartwood hunts for new boss as CEO takes Handelsbanken role
Tracey Davidson will take on the newly created role, stepping down from her position as Heartwood CEO
11/01/2019
New Chief Executive of Handelsbanken Fonder
She served as Deputy Chief Executive of Handelsbanken Fonder.
11/01/2019
Former WH Ireland fund boss and Top 100 star joins Midlands giant
John Goodall, a former Wealth Manager cover star, has been appointed as a portfolio manager at LGPS Central
10/31/2019
Santander Consumer Finance appoints new leader
He joined the Santander Group in 2003 from Merrill Lynch
10/31/2019
Technology venture investment specialists boost Wrexham team
As a specialist early-stage technology investor, he supports companies with strong intellectual property positions in various sectors and technologies
10/31/2019
New partner for historic solicitors firm
She has more than 16 years’ experience in private client work and leads a team of 12 across the firm.
10/31/2019
Finantix hires new CCO to boost wealth management offering
As part of her new position, Christine will assume a broader and more direct role within the operations of the firm, overseeing all business development, marketing and finance and operations activities globally while closely partnering with client deliver