Executive Moves
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New CEO of Falcon Private Wealth in London
08/18/2017He will succeed Simon Gaston who has decided to pursue an opportunity outside of Falcon.
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Baar boutique hires two ex-HSBC hedge fund specialists
08/18/2017The two new hires strengthen the specialist boutique’s expertise in liquid alternative investment
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Deutsche Bank hires ex-Julius Baer Zurich head to lead Swiss WM
08/18/2017Subject to approval, Arni will join the management board of Deutsche Bank (Switzerland).
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Thirdrock Beefs Up Private Banking
08/17/2017We remain focused on hiring, grooming and retaining talent who are committed to advising and to acting in the best interests of our clients.
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Avaloq Poaches from CS – Again
08/17/2017In his new position at Avaloq, he will be reporting directly to Thomas Beck, the company’s Group Chief Technology Officer.
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BMO Wealth Management Appoints New National Head of Banking
08/17/2017He currently serves as a member of the Board of Trustees for the Chicago History Museum.
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Pictet hires ex-hedge fund credit chief for Alt Ucits team
08/17/2017He brings with him 20 years of investment experience and serves as a senior investment manager within Pictet’s total return credit team.
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Standard Chartered has just hired a global head for digital banking
08/17/2017Sousa Cardoso was a member of the retail leadership team at Emirates NBD and led digital strategy for online and mobile banking, ATM banking, phone banking, branch automation, and tablet banking.
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Redmayne-Bentley adds to its Cambridge branch
08/17/2017He is a chartered fellow of the CISI and a chartered wealth manager
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Redmayne-Bentley adds to its Cambridge branch
08/17/2017He is a chartered fellow of the CISI and a chartered wealth manager.
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Hargreaves Lansdown Appoints Fiona Clutterbuck, Roger Perkin Non-Execs
08/17/2017Senior non-executive director at buy-to-let mortgage provider Paragon Group of Companies PLC.
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Two UBS Wealth Managers in Los Angeles Depart, One by Mutual Agreement
08/17/2017The U-5 report filed by UBS on his separation says that it was not related to compliance or sales practice issues.
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William R. Gibbs Joins BNY Mellon Wealth Management as New Wealth Director in Seattle
08/17/2017Financial services specialist and West Point graduate joins the firm’s growing Seattle office
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Zurich wealth manager hires senior adviser from Willis Towers Watson
08/16/2017With his many years of experience Hans Münch will ideally complement the advisory approach of ZWEI
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RBC nets 3 teams with $1B in AUM
08/15/2017The wirehouse team was formerly with Morgan Stanley.
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Sandaire chair Alex Scott to step down
08/15/2017He has had a career spanning in banking spanning over 50 years, having started out at Coutts in 1964.
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WEALTH management specialist announces board shake-up
08/15/2017£50m wealth management specialist streamlining board to make it fit for future
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Barnett replaces Newbury as Kleinwort Hambros chairman
08/15/2017He replaces veteran private banker Warwick Newbury who has been in the industry for over 50 years.
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Quilter Cheviot appoints head of Birmingham office
08/15/2017David was previously deputy head of the company’s midlands office
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Rathbones appoints Scottish finance vet as senior indy director
08/15/2017His career has also included time as chief executive officer of CMC Markets and group finance director of Icap.