10/01/2020
RBC Hires Three Wirehouse Advisors With Collective $292M In AUM
RBC Wealth Management has $414 billion in total client assets with more than 2,000 financial advisors operating in 179 locations in 42 states.
Executive Moves
10/01/2020
Goldman Sachs names new asset and wealth management heads
The Wall Street bank has streamlined operations to include four units, namely investment banking, trading, asset management, and consumer banking and wealth management.
10/01/2020
Dynasty Financial Partners Welcomes Wealth Industry Veteran
Addition of D’Agostino Strengthens Dynasty’s Rapidly Expanding Wealth Management Platform
10/01/2020
CS names French-speaking Switzerland head
He will succeed Michael Willimann on 1 December.
10/01/2020
Boutique hires ex-Robeco PE CEO and PMs to launch climate infrastructure fund
The company achieved its first UN PRI rating this year, and has a CHF 300m rail transport strategy which was launched in 2015.
10/01/2020
Bank Alpinum’s new PB head comes from LGT
Bank Alpinum’s strategy focuses on specialised wealth management services and digital services for private clients
10/01/2020
Standard Chartered boosts board
Maria brings a wealth of CEO, banking, commercial, financial and international experience to the Board.
10/01/2020
Standard Chartered Names Management Team for New Unit
Standard Chartered Bank on Thursday named its FSS management team, who will support Singapore-based co-heads Margaret Harwood-Jones and Emmanuel Ramambason.
10/01/2020
Vontobel appoints Head of Fixed Income Boutique
This appointment exemplifies our commitment to hiring top talent and developing our investment capabilities.
10/01/2020
Willis Towers Watson Switzerland: Change in leadership after 23 years
Wildner has been with us for 15 years
09/30/2020
MDR Mayfair Group announces changes to senior management team
Lisa Zeitlin has been promoted to the MDR Mayfair board as an executive director.
09/30/2020
Brown Shipley head of direct equities departs after two years
Amrendra Sinha is leaving the private bank for personal reasons.
09/30/2020
Goldman Sachs streamlines asset, consumer, wealth management units
The private wealth and consumer businesses will be combined into a unit led by Tucker York and Stephanie Cohen.
09/30/2020
Goldman reshuffles ranks to name Cohen head of asset management and consumer banking
Goldman Sachs Chief Strategy Officer Stephanie Cohen will run its consumer and wealth management division as part of a series of fresh changes at the US bank
09/30/2020
UniCredit announces new leadership in Group Wealth Management & Private Banking
Mirko will continue to serve on the Group Executive Management Committee (EMC), while Co-CFO Stefano Porro assumes sole responsibility for the CFO function reporting to Wouter Devriendt, Head of Group Finance & Controls.
09/30/2020
Wealth management firm announces changes to the board
These changes represent a natural step in the firm’s evolution
09/30/2020
BNY Mellon Wealth Management Names Head of Client Strategy and Business Development
Matt joins BNY Mellon Wealth Management from Northern Trust where he was a Senior Wealth Strategist, focused on providing wealth structuring advice to the firm's ultra-high-net-worth clients and prospects.
09/30/2020
Bank Linth replaces head of finance, risk and credit management
He has experience at Credit Suisse, Bank Julius Baer and Sarasin & Cie.
09/29/2020
Threesixty MD steps down to join Stockport IFA
His history in leading other IFA practices as well as nine years at Threesixty will be invaluable to us.”
09/29/2020
Bär & Karrer appoints three heads of capital markets practice
They replace Thomas Reutter, who is leaving the firm.