03/28/2019
7IM appoints new CEO from Barclays as Tom Sheridan steps down
Retires after 17 years
Executive Moves
03/28/2019
La Roche Partners Exit Vontobel
The mass exodus seems sudden
03/28/2019
Prominent Trusts And Estates Lawyer Joins Jenner & Block's Private Wealth Practice
We are pleased to add a professional of Julie's caliber and experience to our team.
03/28/2019
Sanlam advice chief exits
In the summer of 2017, Buckinghamshire-based ErgoWealth was the first financial planning business to join the advice partnership launched by Sanlam.
03/28/2019
Fiduchi appoints new board member
Heidi Thompson strengthens the senior team.
03/27/2019
UBS makes new senior promotions in Asia
Marina Lui and Raymond Ang are among the beneficiaries of organisational changes at the Switzerland-based wealth manager.
03/27/2019
Vistra Further Strengthens Its In-house Compliance Expertise
He has served as an executive board director for four trust companies since 2000
03/27/2019
Schroders appoints new multi-manager head as predecessor named CIO
Joe Le Jehan, who joined the team in 2008, will become co-manager across the fund range alongside McDonald.
03/27/2019
ZGKB elects new member to bank council
Luther’s election is subject to approval from the Cantonal Council.
03/27/2019
Ex-Pictet AM PMs resurface at Natixis
Frédéric Dupraz had also left the Geneva asset manager to join Natixis.
03/26/2019
RLAM continues to build out wholesale team with JPMAM hire
Intermediary sales time has more than doubled since Phil Reid took the helm
03/26/2019
Wealth Management Alliance strengthens position further with appointment of industry veteran
Elizabeth Hart appointed Managing Director at Wealth Management Alliance in Singapore.
03/25/2019
KPMG announces new director in Asset and Wealth Management practice
Samantha’s experience and expertise will help us ensure every piece of advice we give is scrutinised from a risk perspective.
03/25/2019
Deutsche Replaces Investment Boss
The move represents a renewed bid by Deutsche to win more recurring business from the world's wealthy
03/25/2019
Wealth manager hires former UBS man to Edinburgh office
Swiss group targets regional growth with three UK appointments
03/22/2019
Deutsche Bank Shakes Up Europe Private Banking, Plans Hires
De Sanctis was hired last year from Credit Suisse Group AG to run the European unit of a division headed by Fabrizio Campelli.
03/22/2019
Julius Baer appoints new global investment advisory head
Wuergler has been serving as the bank’s head of investment advisory for the Middle East
03/22/2019
Trio of promotions for wealth manager
Brewin Dolphin, which employs more than 200 people in Scotland, has made the promotions less than two months after announcing seven new hires in Glasgow and less than a year after refreshing its Edinburgh leadership team.
03/22/2019
Cheshire wealth management firm appoints economist as consultant
The former CEO of pro.manchester resigned last October to pursue other interests.
03/22/2019
WM CIO departs as PM joins executive board
The decision to leave ICM was not an easy one