04/20/2018
GAM hires Kleinwort Hambros director for wealth team
We look forward to Joss’ contributions to the growth of our business and to helping our clients reach their investment aspirations.
Executive Moves
04/20/2018
Veteran Rathbones wealth trio follow ex-director to Close
Between them, the trio had spent more than 50 years at the firm.
04/20/2018
Craig Barley Joins Butterfield Bahamas
An attorney, Mr. Barley began his career in Brazil at the law offices of Messrs. Arnoldo Wald, and subsequently held positions with Banco Omega and UBS.
04/19/2018
Mark Woodward to join St. James’s Place Wealth Management Asia
In joining the St. James’s Place Partnership, Woodward will focus on providing wealth management services to affluent and high net worth expatriates in China.
04/19/2018
Cadillac Chief Leaves GM, Citing `Philosophical Differences'
During de Nysschen’s nearly four-year tenure, Cadillac’s recovery efforts have been a mixed bag.
04/19/2018
GFSC appoints new Senior Decision Makers
As part of the process, Senior Decision Makers are also required to determine the penalties that are to be imposed
04/18/2018
OZ Management Appoints Thomas M. Sipp Chief Financial Officer
Mr. Sipp received a B.A. in Finance from Alfred University and an M.B.A from the University of Pittsburgh.
04/18/2018
Insider vs Outsider: Battle for private banks' new CEOs
Selection of a CEO doesn’t happen through a formula or a lucky draw.
04/18/2018
Citi Private Bank appoints head of Citi investment management sales, APAC
Julie Koo to lead sales of the Private Bank’s discretionary investment management capabilities in the region
04/18/2018
Waverton appoints ex-Coutts Director
She has over 25 years’ experience in the financial services industry with a particular expertise in managing the assets of UHNW and complex clients.
04/18/2018
Raymond James Chief Operating Officer Dennis Zank to Retire as COO
He will continue to be affiliated with the firm as a financial advisor in a local branch following a transition of duties.
04/17/2018
FINRA names CEO of Janney Montgomery Scott to board
For his part, Scheve said he was "excited" to serve on the board and support FINRA's regulatory work.
04/17/2018
Estée Lauder Adds 2 Women CEOs to Its Board As It Nears Gender Parity
At 17 directors, the size of Estée Lauder’s newly-expanded board far exceeds the average 10.9 directors among Fortune 500 companies, according to Equilar analysis.
04/17/2018
Rothschild keeps banking dynasty intact as heir takes reins
The Supervisory Board will also be asked to approve Eric de Rothschild and Adam Keswick to become Vice Chairmen of the Supervisory Board.
04/17/2018
Harwood Wealth Management joint CEO steps down
The board intends to appoint a replacement Group CFO prior to Nick's transition and has identified a number of appropriate candidates.
04/17/2018
PNC Bank snaps up BNY Mellon’s wealth chief
The executive realignment will provide greater focus to each of the two groups, a PNC spokeswoman said.
04/17/2018
CivilisedBank appoints a new CEO
Mark has had an extensive career in the banking and finance sector.
04/16/2018
HSBC Swiss Bank Boss Exits
His sudden exit coincides with HSBC grouping the Swiss bank together with five other private bank units in Europe, the Middle East, and Africa
04/16/2018
Northern Trust Strengthens New York Wealth Management Team
Chahin Pahlavi joins the Wealth Management’s Private Banking Team
04/16/2018
Jupiter expands team ahead of US long/short fund launch
Focus on alternatives