02/06/2019
Longtime DLA Piper Partner Becomes First General Counsel of Chicago Wealth Management Firm
Rudnick, a third generation Partner with DLA, takes on a new executive role with Chicago-based financial services firm Cresset Capital.
Executive Moves
02/06/2019
Weatherbys Private Bank gears up for growth in Scotland
The bank is moving into offices on Rutland Square that offer double the space of its previous base on the same capital street.
02/06/2019
Deutsche Bank hires private banker to Northern Italy region
Deutsche Bank private banking division gathers a team in Italy of nearly 150 professionals, in charge of over €8m in assets under management.
02/06/2019
Pictet Shuffles Partner Ranks
The institutional arm makes for nearly half of Pictet's 496 billion Swiss francs ($496.1 billion) in overall assets, with the rest from traditional wealth management.
02/06/2019
Bob Diamond steps down as chair of African banking group Atlas
Investment vehicle founded by former Barclays chief undertakes strategic review
02/06/2019
Franco-German finance firm nabs team of private bankers off German rival
Pfister said he plans to double the number of private bankers in the coming two years, including in Geneva
02/06/2019
Foreign Banks Name New Head
Henckel is a Swiss finance veteran who was CEO of Switzerland's stock exchange from 2001 until 2008.
02/06/2019
Citigroup Names Swiss Head
In that role, Citi said she is responsible for double-digit revenue growth since 2015.
02/05/2019
Bryn Mawr Trust appoints Director of Institutional Wealth Management
In addition to years of experience, she has an extraordinary reputation in this arena and her unique insight will be an asset to BMT’s many endowment and foundation clients, and to our many individual clients with significant legacy ambitions.
02/05/2019
$1B team defection from Wells Fargo is big win for indie firm
A Wells Fargo spokeswoman declined to comment on the team's departure.
02/05/2019
One of UBS' top fixed-income executives in the US has left the firm and is investing in marijuana and opening up gyms instead
Swasbrook joined UBS in 2015 from Deutsche Bank
02/05/2019
Froriep Poaches at Baker McKenzie
We are pleased to welcome Dr. Hubert Orso Gilliéron, who will be joining our law firm as a partner from 1 February 2019.
02/05/2019
Wealth manager appoints new CEO and board member
With six years’ experience as a director of the 31-year-old Leeds-based firm
02/05/2019
Family Office Exchange makes strategic new hires
We recognise that dramatic changes will occur over the next decade, from major transitions in private business ownership to new views on entrepreneurship and engagement.
02/05/2019
Mattioli Woods cuts 18 jobs in ‘efficiency’ drive
The company has also reviewed its approach to using consultants and cut back the number by 10 to 120.
02/04/2019
Former SMRT chief Desmond Kuek joins Swiss bank UBS as a divisional vice-chairman
"He is tenacious, always calm under pressure and not afraid to take on the toughest challenges with commitment and perseverance.
02/04/2019
Barclays appoints new head of private clients in India
His track record in private banking in India will enable us to expand and deepen our client relationships to deliver solutions from across Barclays International."
02/04/2019
Former SMRT CEO Desmond Kuek to join UBS global wealth management
Before SMRT, he was Permanent Secretary at Singapore's Ministry of Environment and Water Resources
02/04/2019
New CEO and Director for Wealth Management Firm
He has spent 35 years working in investment management and brings extensive experience in private client management.
02/04/2019
7IM senior investment manager departs
7IM had not responded to a request for comment at the time of publication.