08/21/2018
SEI Names Lucy Paglione Senior Client Portfolio Manager in Canada
Appointment Supports SEI's Strong Growth in Global Markets
Executive Moves
08/21/2018
Fieldpoint Private Continues to Grow its Global Profile
Nicole Boutmy de Katzmann departs Oppenheimer for boutique upstart
08/21/2018
KPMG wealth team snaps up risk expert Bill Packman
KPMG has subsequently been making a concerted effort to strengthen its growing wealth and asset management division in recent months.
08/21/2018
Commonwealth Adds Innovative Team
Innovative Financial Solutions manages clients that include faculty and administrators at Indiana University.
08/21/2018
Tiller adds four to investment team
The team will report to Tiller Co-Founder and Chief Investment Officer Jonathan Wauton.
08/21/2018
Sharma starts at HSBC in newly-created position
More details have emerged about veteran loans banker Ashish Sharma’s new job at HSBC.
08/21/2018
Tilney hires sports specialist from Coutts
Gary joins from Coutts where he has worked since 2014
08/20/2018
T. Rowe Price fills three senior positions
He succeeds Peter Preisler, who left the company a year ago to pursue other opportunities.
08/20/2018
Robo taps ex-Schroders senior manager in hiring spree
Quantative engineer Dr Glenn Baggley will join as a director.
08/20/2018
JO Hambro chief executive exits after just 22 months
JO Hambro's Australian parent despatches its CEO to London to act as interim chief
08/17/2018
Regions Bank names head of Private Wealth Management
Carter-Prall replaces Kate Danella, who was named head of Strategic Planning and Corporate Development at Regions Bank.
08/17/2018
Deutsche Bank Wealth Management poaches ex-Credit Suisse private banking head
The newly formed Europe region at Deutsche Bank includes Germany, and several other markets, including Switzerland, UK, Italy, Spain and France.
08/17/2018
BNY Mellon Wealth Management COO leaves for PNC
His exact title was not available
08/17/2018
UBS poaches Goldman Sachs veteran to run data lab
Goldman named him managing director in 2010.
08/17/2018
SS&C Announces the Appointment of Chief Technology Officer
Caiafa will join the SS&C senior leadership team, reporting directly to Rahul Kanwar, President and Chief Operating Officer
08/17/2018
Harrods Names New Head of Watches and Jewelry
In July 2017, the retailer announced a plan to double the size of the retail space available for the fine jewelry and watch department, and add a number of new brands, including TAG Heuer and Tudor.
08/16/2018
BNP Poaches from Deutsche Bank
BNP Paribas has tapped yet another investment banker for its team of ultra-high net worth private bankers in Hong Kong. The newest hire joins from rival Deutsche Bank.
08/16/2018
Zurich AM head steps down to focus on advice role
The group has also announced its results for the first half of 2018
08/16/2018
LGIM poaches Jupiter retail sales boss James Crossley
‘I am thrilled he has joined the team and look forward to working closely with him.’
08/15/2018
BNP Paribas Wealth Management loses China market boss
He departs with the French bank in the midst of a three-year plan to become one of Europe’s top-three investment banks by adding 350 clients to the 1,700 it already serves.