US in the news: HSBC Bank USA names head of wealth
A round-up of people moves and M&A deals across North America
IQ-EQ
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IQ-EQ acquires US private wealth firm
Deal adds $1.9bn to the company’s assets under management
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PEOPLE MOVES: AMP, Key Group, Quilter Cheviot
Aussie wealth manager makes CEO change, as financial solutions provider names CFO
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PEOPLE MOVES: Natixis WM, Goldman Sachs AM, BNY Mellon IM
Wealth manager names CEO, while asset manager hires head of Emea retail
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PEOPLE MOVES: Zurich, Lloyds Banking Group, Schroders
UBS Group COO joins board of insurance giant, as bank names protection director
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People Moves: Julius Baer, Credit Suisse, Manulife
Private bank bolsters Hispanic America team, while rival doubles down on its ESG strategy
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PEOPLE MOVES: LGT Vestra, SJP, Walker Crips
Chairman and founder steps down from UK firm, while chief global strategist leaves wealth manager
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Financial services provider makes 2nd acquisition of 2020
Deal will expand the firm’s private wealth operation in France
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How has coronavirus accelerated the global wealth transfer?
Advisers will have to adapt their offering to deal with the ‘physical and emotional changes’
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IQ-EQ expands family office offering
Next decade set to be full of challenges and opportunities as trillions of dollars are passed down
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PEOPLE MOVES: Mattioli Woods, JFSC, Axa IM
Wealth firm makes c-suite promotion, as Jersey watchdog hires former financial secretary to UK Treasury
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PEOPLE MOVES: HSBC GAM, Seven Investment Management, IQ-EQ
Asset manager names UK and international chief, as head of intermediary sales leaves investment firm