09/03/2020
Barnett Waddingham makes senior hire for advisory arm
He also established a wealth management and insurance team at Willis Towers Watson and was leading a wealth team within investment consulting at PwC.
Executive Moves
09/03/2020
Kleinwort Hambros appoints new investment boss
Kleinwort Hambros has appointed Fahad Kamal as chief investment officer, replacing Mouhammed Choukeir, who in April became the firm’s third chief executive in two years.
09/02/2020
AMP explores options to spin off businesses
Credit Suisse, Goldman Sachs and King & Wood Mallesons have been appointed as advisers to manage the review.
09/02/2020
BNY Mellon appoints head of new Taiwan office
She was formerly vice president, institutional distribution, after joining the firm in 2016 from CTBC Investments
09/02/2020
Tilney Smith & Williamson appoints first chief commercial director
John Bunch joins newly merged firm
09/02/2020
SS&C Names Frank Egan Managing Director Mergers & Acquisitions
Frank joins SS&C from Lake Bridge Capital Ventures, where he was Managing Partner.
09/01/2020
BNY Mellon Wealth Management names Senior Client Strategist
With nearly two decades of wealth management and corporate finance experience, Jennifer is highly skilled in tailoring investment approaches to clients' needs, priorities, and preferences.
09/01/2020
Former Pershing Executive Joins Pathstone Board
Pershing tapped him as a consultant to develop a strategy for RIA custody and liked him so much it hired him to run the business.
09/01/2020
$1.2B UBS Team Jumps to Raymond James
Three ex-wirehouse advisors come on board in Kansas City at a new location for the firm's employee channel.
09/01/2020
J.P. Morgan Hires Wealth Management National Branch Business leader
U.S. Wealth Management to hire hundreds of advisors in several locations across the country for remote advice unit in the next two years
09/01/2020
CEO Exits Private Bank Amid Dissolution
Matteo Maccio, Falcon's finance chief of two years who had largely managed the mergers-and-acquisitions process as well as the wind-down disclosed in April, will take over from Keller as CEO.
09/01/2020
Former Morgan Stanley gatekeeper joins Citi Private Bank
He has joined Citi as a portfolio manager this month, a spokesman for Citi confirmed.
09/01/2020
BIL Suisse appoints boosts senior team
Rémy Savoya was appointed head of corporate and institutional banking with effect from 1 September.
09/01/2020
BNY Mellon appoints Head of Germany, Switzerland, Austria and the CEE
BNY Mellon has appointed Björn Storim as Head of Germany, Switzerland, Austria and Central & Eastern Europe (the CEE), effective immediately.
09/01/2020
Northern Trust expands front office solutions with two strategic hires
Cannell came to Northern Trust from SS&C where she worked in business development and key account management.
09/01/2020
Standard Life Aberdeen new CEO takes up the role
Most recently, Stephen served as CEO of Global Consumer Banking at Citigroup, a role he held since 2015, retiring in November last year.
09/01/2020
Ex Sesame CEO joins Succession as chairman
In his new role he will support Succession in its next stage of growth and the delivery of its strategic plans.
09/01/2020
Beaufort Financial poach new North Wales director from Sanlam
He will take responsibility for the day-to-day running of the business, whilst working closely with co-founder and senior partner, Gaynor Lyth, to shape the future development of the firm.
09/01/2020
Van Lanschot Kempen appoints Erik van Houwelingen to Executive Board
We are very pleased to have somebody of his caliber joining our team.
08/31/2020
Standard Chartered appoints CEO of GBA
The appointment of the CEO of GBA reflects our long-term commitment in the Greater Bay Area, where financial and economic activity growth is creating greater demand for crossboundary services due to favourable policies.