03/16/2012
Deutsche PWM UK portfolio boss joins Morgan Stanley
Surguy, who was also a managing director, moved over to Deutsche Bank PWM in 2006 when the group acquired Tilney Investment Management.
Executive Moves
03/16/2012
Towry chairman steps down
Jones, who was appointed in November 2006, will be replaced by Gerald Corbett, non-executive director.
03/16/2012
Bank of America said to plan hiring UBS veteran
He was most recently an honorary president at UBS in Hong Kong
03/16/2012
Bank of America said to plan hiring UBS veteran
He was most recently an honorary president at UBS in Hong Kong
03/15/2012
Vontobel replaces its head of private banking, Fanconi to leave
He has an excellent track record in the international finance industry and will take over responsibility for the private clients business from Peter Fanconi, who has decided to pursue a new professional challenge outside the Group.
03/15/2012
Societe Generale Private Banking appoints new Marketing Head
He will be responsible for defining and implementing the private bank’s commercial strategy, in coordination with the Executive Committee.
03/14/2012
Ashburton appoints new international equity lead manager
She will work closely with Nick Lee, Director of Investment and Fund Management, who will join her as co-manager on the International Equity Funds.
03/14/2012
Liechtenstein-based boutique poaches Barclays Wealth Expat team head
He started in his newly created role this month as executive director and senior relationship manager after leaving the UK bank in December.
03/14/2012
DBS Appoints Head Of International Private Bank
He was previously head of international private banking for Bank of China.
03/14/2012
Bonhams appoint Middle East Rep
started her career in banking with Dresdner Kleinwort Benson.
03/13/2012
Baird to open new wealth management office
Prior to joining Baird, Stevanovic held a variety of management positions with Morgan Stanley Smith Barney in the Northeast, including New York, Massachusetts and Maine.
03/13/2012
BNP appoints Deputy Head of Private Banking, France
A graduate of the Paris Institut d'Études Politiques (Sciences Po) and a qualified financial analyst (CEFA), Béatrice Belorgey began her career at BNP Paribas in 1986 as a credit analyst with the Bank's Paris Regional Department.
03/12/2012
Deutsche Bank PWM UK head Surguy quits
Surguy is thought to have managed over £2 billion in a range of client funds, including the DB PWM Capital Growth and the Maximum Growth Portfolios.
03/12/2012
Ricken to join Deutsche Bank's expanded management board-report
Ricken, a German, is considered as Neske's right hand will focus on Postbank's integration, Der Spiegel says, adding that thus only two positions remain open in expanded management.
03/12/2012
Lighthouse joint CEO moves to Signature
Andrew Morris, managing director at Signature said: “Alan’s previous senior roles have seen him build, develop and grow a number of successful financial services businesses.”
03/09/2012
Center Bancorp announces new private banking head
Prior to joining he served as a Private Banker in Citigroup's Private Banking Division. Previously, Mr. Leibowitz was an Investment Officer at JP Morgan Chase Private Bank. Mr. Leibowitz has a Bachelors degree from Boston University
03/09/2012
BofA names Asia-Pacific president
BofA has pruned the ranks of its senior investment bankers in Asia, cutting 15 of its 75 Asia managing directors.
03/09/2012
UBS hires from Merrill Lynch, RBC Wealth
UBS Wealth Management Americas, the U.S. brokerage division of Swiss bank UBS AG , has hired two veteran Merrill Lynch advisers and one RBC Wealth adviser, bolstering its broker base in Michigan and California.
03/08/2012
High-profile HSBC exec reportedly set to join Jefferies
Bell is currently on gardening leave and will start his new job in June, the people said, reporting to joint heads of European investment banking Dominic Lester and Peter Bacchus, and John Huwiler, global head of M&A.
03/08/2012
Citi Private Bank hires two Wells Fargo execs
In Houston, Maggie Osorio joins as director and law firm group private banker reporting to Greg Richesin, Texas team leader of the law firm group, which provides wealth management client services and a platform to the legal industry.