07/10/2018
Bernstein Private Wealth taps new head of endowment, foundation services
Bernstein Private Wealth Management is a unit of AllianceBernstein and serves high-net-worth individuals, family offices, and foundations and endowments.
Executive Moves
07/10/2018
Equisoft appoints Shawn Gillespie as Business Development Manager for Wealth Management Solutions, USA
Shawn will be responsible for driving growth of Equisoft's WealthElementsTM solutions in the USA through the pursuit of new business opportunities with prospective clients and strategic partners.
07/10/2018
In Wells Fargo’s talent drain, Janney nabs $177M team
This year alone, the Philadelphia-based firm added an advisor with $220 million in client assets from Merrill Lynch in February and an advisor managing $157 million from Wells Fargo in May.
07/10/2018
Oppenheimer Bolsters Technology Investment Banking Practice With New Managing Director In Internet And Digital Media
Other prominent recent hires to this team include Michael Buchbinder, who joined the Firm at the end of 2017, and Nitin Doke.
07/10/2018
UBS Takes Credit Suisse Desk Head
If more proof were needed that UBS’ Hong Kong teams are on a tear, hoovering up clients domiciled in the territory, it comes in the form of another senior appointment for the business.
07/10/2018
Credit Suisse Beefs Up in North Asia
The bank said it had already provisioned for the settlement in previous quarters, and the fine will not affect second-quarter results, which are due July 31.
07/10/2018
UBS: More Changes in Germany
The restless boss of UBS Europe spent past months in years structuring the Zurich-based bank's regions in Germany and shutting branches, in a bid to bolster profits.
07/09/2018
HSBC PB plucks exec from J Safra Sarasin
He has extensive experience and expertise is in Asia
07/09/2018
Wealth manager appoints private wealth head
Coloretti will be responsible for growing Aura's private wealth
07/09/2018
International legal specialist to head Hawksford’s Asian private client growth
My broad experience working internationally for top tier law firms gives me a better, and more credible, understanding of the needs of sophisticated private clients
07/09/2018
Vontobel poaches Oddo BHF bond portfolio manager
He joins from Oddo BHF Asset Management, where he spent seven years as an emerging markets portfolio manager and sat on the global investment committee.
07/06/2018
Former Credit Suisse manager selection head joins consultancy
uchlin previously worked at Credit Suisse, where he launched Europe’s first Single Managed Account investment platform. Prior to that he worked at Lombard Odier for 15 years as head of open architecture.
07/06/2018
Standard Bank’s former Head of Private Banking joins Nedbank
Nedbank is betting that the presence of a heavyweight like Du Plessis, will lure former business clients back
07/05/2018
Director of Amundi Services appointed
El Gharib will report to Guillaume Lesage
07/05/2018
Brewin Dolphin bolsters Edinburgh leadership team
The firm has also promoted Donald Brown from senior divisional director to head of private clients in Edinburgh.
07/04/2018
Barclays hires from UBS as wealth boss retires
She was appointed CEO of Barclays Savings, Investments and Wealth Management business in March 2018.
07/04/2018
Ex-Stonehage partner taps Tilney & Kleinwort to bolster boutique
Artorius, headquartered in Manchester with offices in London and Zurich, currently employs 31 people and has £750 million in assets under management.
07/04/2018
Schroders strengthens China fixed income capability
Kun assumes the newly created role in July 2018 with over eleven years of industry experience.
07/03/2018
Utmost Wealth head of sales quits
The Isle of Man Axa Wealth business was acquired by Life Company Consolidation Group (LCCG) in September 2016 and rebranded Utmost Wealth Solutions.
07/03/2018
Lazard AM promotes Taylor to CEO as Bill Smith retires
Smith departs after 16 years with the firm