07/02/2020
Julius Baer poaches team from Deutsche Bank
His team will also include Martin Beat Kroiss, who has worked at the Stuttgart branch of Julius Baer since April, after moving from Metzler Bank.
Executive Moves
07/01/2020
Vontobel banker hires wealth manager for US clients
The founding team consists of senior bankers and asset managers
07/01/2020
Allfunds appoints Country Head of France
In this new role, he will directly manage the relationship with BNP Paribas Group.
07/01/2020
Lloyds-Schroders wealth venture to name Duckworth as next chief
Schroders Personal Wealth will name a former Openwork CEO as its new boss this week, Sky News learns.
07/01/2020
Zurich firm poaches Zurich Insurance investment manager responsible for CHF 25bn
He also discussed the company’s My Zwei system.
07/01/2020
Zurich WM hires ex-Vontobel WM to expand US business
Jordan said: ‘She is somebody we think has the profile to help us to develop that business."
07/01/2020
Apex Adds Weight to its Luxembourg Operations With Three Senior Appointments
The Group also announces the appointment of Kris Allen as Global Head of Client Onboarding.
07/01/2020
Suncorp Group appoints Banking & Wealth Chief Executive Officer
Clive previously led the retail product team where he was accountable for deposits, everyday banking, payments and home loans.
07/01/2020
TISE announces succession plan for Group Chairman
"I’m delighted to be leaving the business in the highly capable hands of Charlie Geffen."
06/30/2020
SANNE appoints New Head of Business Development for Asia
Catherine joins SANNE following an extensive and highly successful career in senior business development roles within the fund services industry
06/30/2020
Standard Life Aberdeen boss to step down for Citigroup executive
I am delighted to be joining Standard Life Aberdeen as its next Chief Executive
06/29/2020
Credit Suisse appoints new CEO for business in Israel
Credit Suisse Israel has been offering local clients services
06/29/2020
UK wealth manager appoints industry heavyweight to new role
After stepping down as CEO he remained in a client facing role as Client Director for over 18 months.
06/29/2020
Quilter appointments CEO of multi-asset investment business
Hambi’s appointment adds to Quilter Investors’ existing investment capability and follows other recent hires including Helen Bradshaw and Ian Jensen-Humphreys, further strengthening the investment team.
06/29/2020
UBS hires investment firm's interim CEO to be Australasia equity co-head
He is also interim CEO of investment management firm Heal Partners.
06/29/2020
Syz multi-asset head receives co-PMs across four Oyster funds
He will contribute his fixed income expertise and has been senior portfolio manager at Syz for more than 13 years.
06/26/2020
RBC Hires $500 Million-Asset Morgan Stanley Duo
RBC Wealth Management-U.S. employs about 2,000 brokers. Morgan Stanley, which last month said it will expand its wealth business into Canada, has more than 15,000 brokers.
06/26/2020
Raymond James hauls in 9 wirehouse advisors with $825M
The team of seven, including five advisors, oversaw $525 million in assets at Merrill Lynch, according to the firm.
06/26/2020
Wells Nabs Two UBS Teams Producing $11 Million
The Freeman team, which includes at least four client service and wealth management associates, are reuniting with Greg Spears, a former UBS advisor who left to become Wells Fargo Advisors’ Kansas market manager in 2015.
06/26/2020
ZKB Poaches Veteran Credit Suisse Banker
ZKB Seeks New Private Banking Head