09/16/2020
Citi Taps Merrill Exec to Head Wealth Management
The news comes less than a week after the bank named Jane Fraser as CEO Michael Corbat's replacement starting in February.
Executive Moves
09/16/2020
Four exit Brown Shipley in London and Manchester
The departures include three client managers who had each been at the firm for more than five years.
09/16/2020
Renowned Private Wealth Director Joins IPOS Mediation Network
Mediation has an increasingly important role to play, not just for parties in dispute, but also to aid difficult conversations and pre-empt disharmony.
09/16/2020
Muzinich names independent member of Swiss board of directors
Horgan previously worked at Credit Suisse for over eight years as managing director.
09/16/2020
Royds Withy King strengthens Private Client team in London
He advises on wills and trusts, powers of attorney, applications for deputyship and the administration of multi-jurisdictional trusts and estates.
09/15/2020
Wealth Manager Brian Addington Joins First Republic
Brian is committed to First Republic’s unique brand of exceptional client service and is a terrific addition to our expanding team of wealth management professionals.
09/15/2020
Indosuez Wealth Management Adds Investment Trio in Asia
The 30-year veteran reports to Arjan de Boer, Asia head of markets, investments & structuring at Indosuez Wealth Management.
09/15/2020
Citi announces appointment of Head of Asia Pacific Operations and Technology
She will report directly to Mike Whitaker, Citi’s Global Head of Enterprise Infrastructure, Operations and Technology and Peter Babej, Asia Pacific Chief Executive Officer for Citi.
09/15/2020
Deutsche Bank appoints Loïc Voide and Kees Hoving as Co-CEOs for the Middle East and Africa
In addition to their role as Co-CEOs, Voide is appointed Head of the International Private Bank (IPB) MEA, Chief Country Officer (CCO) for the UAE and General Manager of Deutsche Bank AG Dubai (DIFC) Branch subject to regulatory approval.
09/15/2020
BNY Mellon Appoints Robin Vince as Vice Chair and CEO of Global Market Infrastructure
Vince will oversee the bank's Clearance and Collateral Management, Treasury Services, Markets and Pershing Businesses
09/15/2020
Indosuez Wealth names new Asia real estate head
It has also relocated its Geneva-based global head of forex and precious metals to Hong Kong to head capital markets in the region and hired a foreign exchange and precious metals advisor.
09/15/2020
Schroders : Cazenove Capital appoints two new Non-Executive Board Directors
He has wide philanthropic interests, particularly in the field of education and is former Chairman of Teach First.
09/15/2020
PIMCO strengthens Swiss team
Fixed income investment manager PIMCO is further strengthening its Swiss team in Zurich with several new investment professional appointments.
09/15/2020
Scalable Capital hires industry veteran as new CFO
The incoming CFO said: “For me, Scalable Capital is one of the most exciting fintechs in Europe.”
09/14/2020
Female Advisor's Team With $500M AUM Exits Morgan Stanley For Rockefeller
The team is the 24th to join Rockefeller this year, and the fourth to join the firm during the month of September.
09/14/2020
UK-based wealth management firm strengthens Business Development team
Prior to this, he was an International Sales Manager at HSBC Global Asset Management.
09/14/2020
Barclays Appoints Head of Private Bank Europe, Monaco and Switzerland
Before joining Barclays, Gérald was Head of Private Banking at UBS for the Paris region.
09/14/2020
Close Brothers appoints Practice Director of London advice team
As Associate Director, he was responsible for increasing business growth and efficiencies, plus maintaining standards and regulatory controls. James is a fellow of the Personal Finance Society and a Fellow of the Chartered Management Institute.
09/14/2020
DWS Switzerland names passive sales head
He replaces Sven Württemberger, who was appointed head of client coverage for Switzerland in July.
09/14/2020
Brooks Macdonald expands services for international clients
In his new role as Head of Responsible investment, Mr Palmer will lead and develop Brooks Macdonald’s commitment to responsible investment, with a focus on the firm’s sustainable and long-term contribution to the sector.