Tax-focused wealth manager Blucora president and CEO John Clendening has decided to call it quits. The resignation was due to disagreements on Clendening’s scope of authority. …
Amundi Luxembourg, a unit of French asset manager Amundi, has named Jeanne Duvoux as its new CEO. Duvoux most recently led the private banking business …
Swiss asset manager GAM has named Giovanni D’Alesio as head of research for its Alternative Investment Solutions business. D’Alesio has been tasked with spearheading the …
Singapore-based financial advice business AAM Advisory has hired Shreemati Varadarajan as its new head of investments. Varadarajan joins from Farringdon Asset Management in Singapore where …
Clarfeld | Citizens Private Wealth, part of Citizens Bank, has appointed Rick Suarez as its new CEO. Suarez replaces Rob Clarfeld in the new role. Rob Clarfeld is …
Deutsche Bank has appointed Siok Kuan as the new head of wealth discretionary for emerging markets, replacing Tuan Huynh. Kuan previously was the head of …
Close Brothers Asset Management (CBAM), a UK-based financial planning firm, has named Sarah Keltie as its new senior investment business development director. Keltie most recently …
US-based RIA HilltopSecurities has appointed John Muschalek as its new head of wealth management. In the new role, Muschalek will manage the private client group, …
BBVA US has named Jorge Unda as the chief investment officer of its asset management units. He will be responsible for overseeing the asset management …
Julius Baer has made several management changes, including the appointment of a new CEO for its wealth management joint venture (JV) in Thailand. Lalitphat Toranavikrai …
Quintet considers alternative approaches for equity markets January 20, 2020 Asena Degirmenci GAM issues profit warning for 2019 January 20, 2020 Verdict Staff Morgan Stanley to recruit dozens for Asia wealth operations January 20, 2020 Verdict Staff 
