10/15/2019
Standard Chartered Hires Southeast Asia Private Banking
Following the exit of Srinivas Siripurapu from Standard Chartered, the private bank has swiftly hired a replacement.
Executive Moves
10/15/2019
LPL Financial Welcomes Advisor Joseph Mazzucco, Stonebrook Wealth Management
Mazzucco takes a highly personalized approach to providing investment and retirement advice to individuals, families, corporate executives, medical professionals, small business owners and retirees
10/15/2019
Kestra Financial Welcomes Newly Formed Team of Experienced Advisors
Three seasoned advisors have banded together to establish Noble Wealth Advisors
10/15/2019
Tier One Appoints Senior Wealth Manager
The appointment is another part of Tier One Capital’s full integration of Carrick Financial Management into its operations.
10/15/2019
Boston Private Names Head of Strategic Business Development
Mr. Dwyer will be reporting to Mr. Simons. Mr. Dwyer earned his MBA from the University of Miami and a B.A. from Providence College.
10/11/2019
Self Bank Banca Privada hires third wealth director to bolster new private banking project
Self Bank Banca Privada announced earlier this month its enhanced business model
10/11/2019
Fisch CEO steps back from portfolio management
Filip Adamec has moved across to the newly-formed credit research team to serve as a high yield analyst.
10/11/2019
Sanlam’s CFO exits after seven years
Sanlam’s group chief financial officer Jeremy Gibson is the latest departure at the firm.
10/10/2019
BNPP WM appoints joint Asia Pacific chiefs
Andy Chai and Arnaud Tellier have been made co-CEOs of the French bank’s Asia Pacific wealth management division.
10/10/2019
Non-Exec Director Paul Wilson Steps Down From Board Of Brewin Dolphin
Brewin Dolphin did not give a reason for his departure
10/09/2019
Hedge Fund Team Exits Julius Baer's Unit to Start Own Stock Firm
The team will file for registration with the U.K.’s Financial Conduct Authority before year-end, hopes to launch the fund in April with at least 500 million euros ($549 million) and plans to raise as much as 1 billion euros, said the people, who ask
10/09/2019
Bank adds three executives to wealth management, financial services teams
Centennial Bank welcomes Roger Martin, Gessie Lipscomb and Carla Schoolfield to its Tampa office.
10/09/2019
Credit Suisse Considers Return to U.S. Private Banking After Exit
Tidjane Thiam, chief executive officer of Credit Suisse Group AG, pauses during an interview at the European Capital Markets at Bloomberg’s European headquarters in London, U.K., on Wednesday, March 21, 2018.
10/09/2019
Golden Equator Appoints Venture Investments Partner
In her new role, she will mentor portfolio companies and maintain Golden Equator's strategic partnerships across the innovation and investment communities, the statement said.
10/09/2019
GKB appoints new head of investments
Ms. Mueller-Kamp had worked for GKB since 2008
10/08/2019
Santander expands private banking unit with former leader of UK fund selection team
The relocation implied that five of the ten members the team had were relocated to the Santander's offices in Madrid, split between the firm's private banking unit and its asset management division
10/08/2019
HSBC Announces Key Senior Appointments
Cynthia will continue to report to Alan Beattie, Global Head of Private Wealth Solutions.
10/08/2019
Ex-IG Group boss replaces Rainbow as Schroders Personal Wealth CEO
Peter Hetherington replaces James Rainbow as chief executive of the joint venture with Lloyds.
10/08/2019
BNP Paribas names co-CEOs for Asia-Pacific wealth management unit
Most recently, Chai served as BNPP’s head of wealth management for greater China market, while Tellier headed the company’s Singapore and Southeast Asia wealth management markets.
10/08/2019
Pictet hires 10 bankers in Zurich and hunts for 70 more
Geneva-headquartered Pictet is currently undergoing a rapid expansion in Zurich.