Wealth manager Charles Stanley’s Leeds office has bolstered its investment management team with a new hire. Martin Tyson joins as Investment Director from Brewin Dolphin, where he was a Divisional Director. He worked in the Leeds office for 17 years, heading up a team of six.
Moves & Appointments
Ilka Gregory is to join Truvvo Partners, a wealth management firm that works with a select group of ultra-high-net- worth families and institutions to provide Strategic Advice and Planning, Investment Management, and Direct Investments. as Head of Client Relationships.
Lombard International Group, a specialist in wealth and succession planning solutions for high net worth individuals, families and institutions, has appointed Michael Gordon as Group Chief Operating Officer (COO), in addition to his existing role of Chief Executive of the US business.
Dr J Bollag & Cie, a Zug, Switzerland based group with a focus on multi-family office services for over 40 years, has appointed Urs Klingelfuss as a Partner.
Barclays Private Bank has strengthened its team with the appointments of Olivier Franceschelli, as Head of Private Banking in Monaco and Alan Werlau as Head of Investments for Barclays Bank Ireland PLC.
FactSet has hired Bill Goldsmith as Senior Vice President to lead the company’s global market data efforts.
UK wealth management group Tilney, which looks after over GBP24 billion of assets for clients, is continuing to recruit during the Covid-19 crisis. The firm's latest addition is Mark Stone who joins the team in Bristol area as a financial planner.
Finantix, a provider of technology to the wealth management, insurance and banking industries, has appointed Christine Ciriani as Chief Executive Officer (CEO).
Oppenheimer & Co has expanded its Life Sciences research team with the addition of Frank Brisebois as Managing Director and Senior Analyst.
Delio, a fintech company that helps financial institutions to connect their clients with private investment opportunities quickly, transparently and compliantly has adds Mark Redwood and Sally Jones-Evans to its Board.