08/12/2020
DWS Switzerland appoints CEO
He joined DWS as global head multi asset & solutions in July, and will keep performing this role too.
Executive Moves
08/12/2020
VZ Group appoints new executive board member and expects dividend increase
The firm’s profit rose significantly, compared to the first half of 2019.
08/12/2020
HSBC PB names new Singapore, Malaysia market heads
The bank has found replacements for Chow Shang-Wei, who left the bank earlier this year and is now Deutsche Bank’s head of wealth management for Southeast Asia.
08/12/2020
Fiduciary Trust appoints Senior Portfolio Manager in New York
Now more than ever, our clients need trusted partners who can provide them with peace of mind through holistic wealth management, and Cathy embodies this client-centric service paradigm.
08/11/2020
Klaus Wellershoff is the successor
Klaus Wellershoff, the well-known ex-chief economist at UBS, who founded Wellershoff & Partners in 2009
08/11/2020
1fs:Wealth boosts Board
He co-founded the long/short hedge fund Delta Partners
08/11/2020
UBS Nabs Chicago Bank Broker with About $1 Mln of Revenue
The U.S. unit of the Swiss banking giant has been on a recruiting diet since 2016, and some say the policy is paying rewards.
08/11/2020
Sentinel Trust Announces New Hire Class of 2020
Each of these individuals brings immense talent and expertise in their respective fields.
08/11/2020
William Blair Continues European Expansion
Adds Veteran Consumer & Retail Investment Banker Arthur van der Goes
08/11/2020
Berenberg strengthens currency overlay management unit
German group appoints trio of senior portfolio managers for its wealth and asset management arm.
08/11/2020
CHF 140m UBS Miami duo are latest to exit
Cristina Mendez and Zoraida Diaz are the latest advisors to leave UBS following a crackdown on Venezuelan client accounts.
08/10/2020
Wealthify hires head of fund selection from family office
Kyle Cox joins the Welsh digital wealth firm from Cape Town-based family office Marr Holdings.
08/10/2020
WM announces new management team and fund range
There are new appointments to the executive board and the board of directors.
08/10/2020
C Hoare boosts Cambridge team with NatWest hire
The private bank has appointed Hayley Layt as a relationship manager in Cambridge, following the office’s launch last March.
08/07/2020
DBS Private Bank Names Fund Selection Head
Prior to joining DBS, Ng was with Bank of Singapore for eight years where he was responsible for the cash equity, bond, fund and private equity research teams alongside product marketing.
08/07/2020
EdRAM emerging market debt PM leaves
Fixed income chief moved in to support on developing world strategies.
08/07/2020
Top Brazil gatekeeper exits Julius Baer for WM specialising in alternatives
The Swiss group’s family office has lost an experienced manager researcher who was a specialist in offshore and alternatives investment strategies.
08/07/2020
EdRAM emerging market debt PM leaves
Fixed income chief moved in to support on developing world strategies.
08/06/2020
International wealth management firm hires new analyst
At Spearvest, I immediately felt the commitment of the whole company to serve our clients
08/06/2020
Alex Wade to leave AMP
Wade has been with AMP for less than two years, having joined in December 2018 as group executive, advice and New Zealand.