04/23/2019
Two out, 10 in at Morgan Stanley Wealth Management
Street Talk understands private client adviser Siobhan Blewitt, who was understood to generate $2 million to $3 million in annual commissions, resigned the week before the Easter break.
Executive Moves
04/23/2019
DFM and wealth manager CEO ‘to stand down’ – report
The restructure was set against a backdrop of political uncertainty over Brexit.
04/18/2019
Morgan Stanley Fires Team in Schwab’s Cross Hairs
People answering the advisors’ phones at their Morgan Stanley branches this week confirmed they no longer work with the firm.
04/18/2019
J.P. Morgan Names New CFO
“Jennifer Piepszak is an enormously talented executive who has greatly strengthened the world-class Card Services business we have today,” said Jamie Dimon, CEO of the firm.
04/17/2019
Ex-Coutts man to lead private bank operation
He has been appointed managing director of the bank's private banking division.
04/17/2019
New hires in the Tax team
They will be an integral part of Eversheds
04/16/2019
JM Finn gains Rathbones veteran and loses investment head
Soar departs the wealth firm
04/16/2019
BMO’s Asset Management Arm Eyes Alts Expansion
New CEO Kristi Mitchem called alternative investments a “major growth area” for BMO Global Asset Management.
04/16/2019
Hogan Lovells Hires High-Ranking UBS Attorney in London
She will be part of Hogan Lovells’ market-leading financial services litigation practice and be based in London.
04/16/2019
Wealth manager makes new senior hire
His appointment follows the departure of former Manchester head
04/16/2019
Private bank reshuffles board to boost tech development
The management board will consist of Wögerer, Dolzer and CFO Melanie Gstöhl.
04/16/2019
Wealth manager makes new senior hire
The firm says the move demonstrates Arbuthnot Latham’s commitment to boosting service and driving personal client relationships in Manchester and the North West region, in addition to its growing regional offering in Bristol and Exeter.
04/16/2019
UBS appoints new branch head for Köniz
He previously held management positions at Berner Kantonalbank, Postfinance and Raiffeisen.
04/16/2019
Macquarie Capital Appoints Managing Director to Launch Family Office Coverage in North America
Mr. Buchanan has nearly 20 years of experience advising public and private clients
04/15/2019
State Street appoints international chief executive
Industry Leader and former Citigroup Asia CEO Will Drive Company’s Continued Growth across Europe, Middle East, Latin America and Asia Pacific Region
04/15/2019
Hargreaves Lansdown Appoints New Marketing Director
He’s also an inventor – including the best-selling Jetrest travel pillow – and is a Fellow of the Marketing Academy.
04/15/2019
Estera appoints Associate Directors in Guernsey
Both were previously Senior Managers within Estera’s private wealth and corporate team
04/15/2019
UK law firm appoints new partner to lead north of Scotland private client offering
She also holds the STEP advanced certificate for UK Tax for international clients, and tutors on the Private Client course of the University of Aberdeen’s Diploma in Professional Legal Practice.
04/12/2019
Standard Chartered Private Bank Loses Managing Director
Standard Chartered Private Bank is led by Singapore-based Didier von Daeniken, who joined in 2016.
04/12/2019
UBS Names Former Congressman Jeb Hensarling Executive Vice Chairman of the Americas
Based in Texas, Hensarling has regional responsibilities across all UBS Americas businesses