07/25/2018
Top UBS gatekeeper to join Citi Private Bank
Ray Joseph, who has been a top gatekeeper at UBS, is to join Citi Private Bank.
Executive Moves
07/25/2018
Regional head appointment to spearhead Butterfield’s Asia growth
Butterfield Trust’s Singapore office is the seventh in its internation network.
07/25/2018
Top UBS Banker Ousted in Shuffle
Perryman's exit from the role is notable: the private banker has been with UBS since 2002.
07/24/2018
Top UBS Private Banker Departs
Private bank head Juerg Zeltner had already left one month before, and allies like operating chief Dirk Klee and Rene Mottas were passed over in the merger.
07/24/2018
TD hiring 200 advisers to boost wealth-management business
Canada’s largest lender by assets has about 2,100 wealth planners and advisers for its domestic business.
07/24/2018
Temenos appoints new Head of Sales for Africa region
The solutions brought to market by Temenos around Digital Banking, Financial Inclusion, and Payments will accompany the development of many banks aiming at providing new and existing clients access to financial products.
07/24/2018
Maitland makes key local appointments
Claude Harvey as Senior Manager: business development and client management, for the firm’s operation in Mauritius.
07/23/2018
Julius Baer Poaches UBS Veterans
The Swiss-based bank is hiring Jenet Chau as a senior advisor in Hong Kong, a source at Julius Baer said.
07/20/2018
Bank of Singapore Ramps Hiring
Chan was poached from LGT, where she also led a team of private bankers covering China, Hong Kong and Taiwan.
07/20/2018
WGC sets stage for its foray into wealth management
It plans to have 100 people on its roles by the end of December.
07/20/2018
Experienced Global Stock Picker Rejoins Martin Currie
Martin Currie’s flagship emerging market equity strategy has outperformed the MSCI Emerging Markets Index over all time periods since the team began managing the strategy in October 2010.
07/20/2018
RBC appoints new head of wealth management for South-East Asia
In the new role Reed also heads RBC wealth management Asia’s client and business development, and the Hong Kong trust company.
07/19/2018
Sean Gallagher, co-CIO of fundamental US equity, and Suneil Mahindru, CIO of international equity, are to leave the firm.
Gallagher, who was promoted to the position of co-CIO of fundamental US equity in January
07/19/2018
UBS appoints new head of Luxembourg wealth management unit
Baer, who relocates to Luxembourg in August, will become a member of the WM EMEA Management Committee.
07/19/2018
WH Ireland boss steps down
The announcement was made as the group released its final results, showing another operating loss but an increase in revenue.
07/19/2018
Catalyst Development adds partner in asset and wealth management practice
Clare specialises in front office operations and systems, operational risk and regulation and consultancy services around the outsourcing of the dealing function.
07/19/2018
Odey loses an aristocrat as head of trading exits
Despite Beckett’s exit, Odey Asset Management is by no means short of British nobility.
07/19/2018
UBS Appoints New Head of Lux Wealth Management
Heinrich Baer, who will replace Rene Mottas
07/18/2018
Senior litigator joins Ogier's Dispute Resolution team in Jersey
She is the co-author of the chapter on Jersey in Bloomsbury Professional's ";International Guide to Money Laundering Law and Practice"
07/18/2018
Oppenheimer Expands Its Financial Technology Expertise With New Managing Director
This addition is part of a significant strategic expansion of Oppenheimer's commitment to the technology industry under the leadership of Robin Graham, Head of Technology Investment Banking.