07/08/2020
KPMG names new practice leads as part of 'a new chapter'
The firm is trying to burnish its reputation after some high-profile scandals in recent years.
Executive Moves
07/08/2020
DBS Nets Private Banking Veteran to Lead Greater China
The Greater China market remains a key focus as we continue to strengthen our position as a leading wealth manager in Asia
07/08/2020
Advisory firm hires ex-UBP private banker as partner
The company also announced the arrival of partners Robert Tschiemer, Ekaterina Tattersall and Sascha Ferg earlier this year.
07/08/2020
Fidelity poaches LOIM chief investment strategist
‘Salman brings deep macro and investment knowledge and is a fantastic fit to lead and shape the group.’
07/07/2020
LPL Financial Welcomes CenterPoint Wealth Advisors
The team serves mostly affluent families, executives and small business owners.
07/07/2020
UBS Digital Chief Exits
The financial services industry is seeing a significant increase both in opportunities for digitization and in demand for digitized services
07/07/2020
GAM hires new Head of Global Distribution and creates Global Institutional Solutions role
This is one of two planned senior appointments to lead distribution and sales at GAM
07/07/2020
Credit Suisse Poaches UBS Executive
Eberhard, who began as a graduate trainee at UBS, is battle-tested: she was chief of staff for asset management head Ulrich Koerner until 2016.
07/07/2020
RBC Wealth Management Grows Singapore Team
RBC has about 2,000 employees in Asia working across wealth management, global asset management, capital markets and investor and treasury services.
07/07/2020
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Patrick Belmore as Senior Financial Advisor
We provide our clients with premier wealth management through a holistic approach, and are sure that Patrick will help us continue to achieve this.
07/07/2020
Butterfield strengthens client services with senior appointment
Having spent more than 30 years within the finance industry, Mark joins Butterfield with extensive experience of banking, foreign exchange and alternative investment products.
07/07/2020
Barclays Private Bank appoints Global Heads of Family Office and Client Experience
In her role as Global Head of Client Experience, Ms Aimer will support Barclays Private Bank strategic growth ambitions by taking on end-to-end responsibility for client experience, including product propositions, marketing and distribution and digital fa
07/07/2020
IQ-EQ welcomes new Client Services Director
A seasoned private wealth practitioner, Paul has 35 years’ experience in the financial services industry
07/07/2020
UBP hires Nordea manager to bulk up EMD efforts
New hire drops several funds at former employer to take up position in Swiss group's London-based operations.
07/07/2020
Appointment of Fiona Woodhouse as Brown Shipley’s Chief Risk Officer
She will be responsible for overseeing Brown Shipley’s risk management operations.
07/07/2020
Mitchell Harris to Retire as CEO of BNY Mellon Investment Management and Hanneke Smits Appointed as CEO of BNY Mellon Investment Management
Both Ms. Smits and Ms. Keating, leading their respective parts of the Investment and Wealth Management business
07/07/2020
Rathbones bolsters distribution team with DFM specialist
Joins with 25 years' experience
07/06/2020
BNP Paribas appoints Global Head of Client Experience
Christopher was previously a Vice President within Greenwich Associates’ Investment Management practice, leveraging market intelligence to help some of the world’s largest asset managers achieve their strategic business objectives.
07/06/2020
StanChart Officially Welcomes Global Wealth CEO
Van de Walle replaces Didier von Daeniken who was the former global head of private banking and wealth management at Standard Chartered.
07/06/2020
Close Brothers hires two MDs from Rathbones for HNW drive
Helen and Nick join from Rathbones