04/30/2018
Ogier counsel recruitment launches insurance and private wealth services
Under Eva, Ogier's Luxembourg office will expand its established investment funds, corporate and finance services.
Executive Moves
04/30/2018
Lockhart Capital hires Tilney planning director
She is a qualified financial planner, a member of the Personal Finance Society and has worked in financial services for 30 years.
04/30/2018
Northern Trust Wealth Management Announces Texas Leadership Succession
Beginning his career as a financial advisor, he joined Northern Trust in 2005 as a Wealth Advisor.
04/30/2018
Leading offshore law firm announces three new partners in Guernsey
This is a great boost to our established Guernsey team and it further strengthens our ability to offer a seamless, multi-jurisdictional service to clients from our unique Crown Dependency network.
04/30/2018
Morgan Stanley Hires $2 Million Team from UBS
What makes the move notable is that both Morgan Stanley and UBS left the Protocol late last year—after each severely tightening their recruiting budgets—and subsequently sued brokers to prevent them from calling former clients.
04/30/2018
BMO Wealth Management names Minnesota director
BMO Wealth Management's clientle is primarily high net worth individuals and families.
04/27/2018
Rothschild & Co announces management appointments
Rothschild and Co Gestion is the entity responsible for the overall management of the Rothschild & Co group.
04/27/2018
Brewin Dolphin shocks analysts with departure of finance director
The company said its board has already started a search for a permanent replacement for Westenberger, who had been finance director at Brewin Dolphin for five years.
04/27/2018
Former Schroders CIO and ex-Fidelity trust head join Artemis committee
Brown formerly CIO of Schroders
04/27/2018
Raiffeisen Clears Out Board
The move comes as Zurich prosecutors investigate Vincenz for what they suspect is a series of bad faith deals in which he may have personally enriched himself alongside the bank's business.
04/27/2018
Edmond de Rothschild Reaches Out
The appointments are one of the first tangible signs of branding and marketing head Robert Jenkins' efforts to make better use of the cachet of the Rothschild family
04/27/2018
Sentinel Trust appoints new board member
He also served as a regulatory liaison to the Federal Reserve Board, the Comptroller of the Currency, the Consumer Financial Protection Bureau, and European Central Banks.
04/26/2018
SGG Group appoints Business Development Director for Asia and Greater China operations
Michael brings over twelve years of professional experience in the U.S. and Hong Kong
04/26/2018
Charles Stanley hires ex-Brewin divisional director
Charles Stanley has been on a significant hiring push across its regional offices this year.
04/26/2018
Mirabaud AM's Europe star Nicholson to retire
Fitzgerald joined from Credit Suisse, where he was a sell-side broker.
04/25/2018
OneLife appoints new CEO to drive global growth ambitions
He will report to Thierry Porté, Executive Chairman and Director of OneLife.
04/25/2018
Goldman Sachs to Relocate Dubai Banker Mazen Makarem to New York
Goldman Sachs is among major Wall Street firms that are stepping up their courtship of retirement funds and other large pools of money to push trading, investments and acquisitions through their banks.
04/25/2018
Merrill Ousts Star Chicago Broker Whose Team Includes Niece of Firm’s Wealth Boss
The team’s website lists Lee as a managing director and Caitlin Sieg, an assistant vice president, as the only other member with a corporate title.
04/25/2018
Credit Suisse Shuffles Investment Experts
The move represents a bump up for Koo, the Zurich-based bank's former head of investment management in Hong Kong.
04/25/2018
Deutsche Bank Taps Career Insider Kuhnke for Key Operations Role
He’ll continue to report to Sewing in the latter’s new role as chief executive officer.