09/05/2019
SS&C Names New President and Executive Leadership for SS&C Health
SS&C adds talent to deliver healthcare industry business transformation
Executive Moves
09/05/2019
SS&C Unveils New SS&C Intralinks Executive Team
Ken Bisconti and Bob Petrocchi appointed as co-heads of SS&C Intralinks
09/05/2019
Cult Wines Expands in Asia Pacific With New Hire
Cult Wines has regional offices in Hong Kong, Singapore, and Shanghai. It is headquartered in London.
09/04/2019
Close Brothers appoints Private Client Director from Arbuthnot
Denman joins a number of new senior hires across CBAM as part of its wider strategy to expand the company’s high net worth capabilities
09/04/2019
James Patrick & John D'Amico Appointed as Financial Advisors of Mill Valley UBS Office
$440 million team moves to UBS
09/04/2019
UBS Hires $2.7 Million Merrill Lynch Team in Northern California
McCallion who also works in Greenwich, Conn., is a 20-year Merrill veteran who was managing $391 million at the firm.
09/04/2019
Credit Suisse brings in ex-UBS, Lombard Odier senior staff to boost impact-investing team
He has been named head of impact advisory, the Swiss bank announced on Wednesday morning.
09/04/2019
CS hires ex-Lombard Odier impact investing head
He will be based in Zurich, reporting to Marisa Drew, CEO of the impact advisory and finance department
09/04/2019
Rockefeller Hires Morgan Stanley Chairman’s Club Broker in New York
Rockefeller is run by former Morgan Stanley and Merrill Lynch executive Greg Fleming, who has larded his management and recruiting team with former executives from the wirehouses.
09/04/2019
UK wealth management group expands financial planning team
Vince previously worked on a self-employed basis advising clients primarily on retirement planning options but a range of other matters besides.
09/04/2019
Oddo BHF AM names new head of sales for Switzerland
They both report to Nicolas Chaput, global CEO and co-CIO of ODDO BHF AM.
09/03/2019
Julius Baer hires 10 wealth managers to develop Portugal market
The hire of this comprehensive senior team demonstrates our long-term commitment to growing market Portugal.
09/03/2019
Lombard Odier makes double hire to Spanish unit
Their experience will bring added value to our team while will help us to continue boosting our growth and position in Spain's private banking sector.
09/03/2019
WBD recruits private wealth expert in London
Edward's detailed experience of the American market and structuring for US clients with UK connections will add a new dimension to the combined firm's international capability
09/03/2019
IQ-EQ director and former STEP Jersey chair elected President of the Jersey Association of Trust Companies
With over 30 years in the industry spanning the UK, Bermuda, Switzerland and Jersey, Lorraine’s extensive fiduciary expertise has seen her regularly invited to take part in or chair panel discussions at conferences and seminars.
09/03/2019
AllianzGI (Switzerland) names new head of institutional business
Schütze has worked at the firm for 25 years.
09/03/2019
Findex finds new lead for NZ wealth management
They believed this type of service was not available to scale in New Zealand and Van Schaardenburg’s experience in New Zealand’s wealth management industry would help develop it.
09/03/2019
Gillespie Macandrew Welcomes Clyde & Co Private Client Team to the Firm
The addition of this team of five bolsters Gillespie Macandrew’s existing private client practice, which has a leading position in the sector.
09/02/2019
Barclays hires former Fidelity fund boss in new wealth role
Barclays has hired former Fidelity UK fund distribution boss Ben Waterhouse for a new role heading the distribution of wealth services.
09/02/2019
Leading offshore law firm appoints Global Managing Partner
Tim joined the firm in 2003 and is recognised as a leader in his field by the main legal directories.