07/10/2020
Brown Brothers Harriman appoints new partner
Val’s extensive corporate finance, operating and relationship management experience over the past 25 years uniquely position him to lead our Corporate Advisory and Banking practice.
Executive Moves
07/09/2020
Howard Atkinson Appointed Chief Business Officer of Pascal Financial
Wealth management industry leader makes investment in emerging fintech leader and assumes full-time leadership role to accelerate company’s growth plan
07/09/2020
Aegon Asset Management appoints Global Head of Consultant Relations & Global Financial Institutions
Coupe and Morrison join Aegon Asset Management as it begins the next step in its development into a truly global asset management business following its successful integration of its Asian, European and US divisions.
07/09/2020
Leading offshore law firm announces six appointments in the Channel Islands
These latest appointments include members from both the Corporate and Dispute Resolution teams.
07/09/2020
UBS Replaces Investment Strategist to Super-Rich
The Australian-born Smiles spent 16 years at UBS
07/09/2020
Broadridge Announces CFO Transition
Broadridge has initiated a search process for a permanent successor that will include both internal and external candidates and has engaged a leading executive recruitment firm to lead this process.
07/09/2020
Dominic Wheatley Joins Cutts-Watson Consultancy
Mr Wheatley’s appointment reflects CWC’s ethos of acting as a Trusted Adviser
07/08/2020
Copia Capital Management expands team
In 2019 Robert was named “Chief Investment Officer of the Year” at the Insurance Asset Risk Awards.
07/08/2020
Barclays makes three senior appointments
Jamshed Kakalia will relocate to London from Barclays New York office to lead the Consumer coverage team in Europe and Middle East.
07/08/2020
PNC appoints new members of executive committee
PNC is fortunate to have an excellent team of senior executives leading our company during these complex and challenging times.
07/08/2020
Top Morgan Stanley PWM Advisor Joins Insigneo
The experienced team, which includes former Deutsche Bank, UBS and JPMorgan executives, adds strategic expertise in various regions to Insigneo’s already wide international reach.
07/08/2020
Singapore CEO of Taiwanese private bank signals exit
Chiang also worked at Standard Chartered for nine years, across its regional audit, risk management, SME and wholesale banking businesses.
07/08/2020
Barclays Private Bank hires global family office head
Barclays also announced the hire of Melanie Aimer as global head of client experience on Tuesday.
07/08/2020
KPMG names new practice leads as part of 'a new chapter'
The firm is trying to burnish its reputation after some high-profile scandals in recent years.
07/08/2020
DBS Nets Private Banking Veteran to Lead Greater China
The Greater China market remains a key focus as we continue to strengthen our position as a leading wealth manager in Asia
07/08/2020
Advisory firm hires ex-UBP private banker as partner
The company also announced the arrival of partners Robert Tschiemer, Ekaterina Tattersall and Sascha Ferg earlier this year.
07/08/2020
Fidelity poaches LOIM chief investment strategist
‘Salman brings deep macro and investment knowledge and is a fantastic fit to lead and shape the group.’
07/07/2020
LPL Financial Welcomes CenterPoint Wealth Advisors
The team serves mostly affluent families, executives and small business owners.
07/07/2020
UBS Digital Chief Exits
The financial services industry is seeing a significant increase both in opportunities for digitization and in demand for digitized services
07/07/2020
GAM hires new Head of Global Distribution and creates Global Institutional Solutions role
This is one of two planned senior appointments to lead distribution and sales at GAM