10/17/2017
Legg Mason announces head of wealth management
The wealth management channel is undergoing significant change and is a core focus for our UK business.
Executive Moves
10/17/2017
Shiela McGregor joins a Majority non-executive Crestone board
She is an active participant in the not-for-profit sector, serving in various roles.
10/17/2017
Accenture hires Andre Israel to lead core banking consulting service
Israel is responsible for developing and growing the practice, which sells, architects and delivers core banking technology and business transformation programs and solutions for clients.
10/17/2017
Zurich wealth manager strengthens analyst team
The firm has also employed Nicolas Ammann to be in charge of trade execution.
10/17/2017
New National Head And Promoted Partner For Irwin Mitchell Private Wealth’s Tax, Trusts & Estates Team
Nick Rucker Named National Head And George Merrylees Promoted To Partner
10/16/2017
Sanlam UK appoints Head of Portfolio Management
Portfolio Management is going through complex challenges as the sector deals with regulatory changes
10/16/2017
Northern Trust Appoints Head of Relationship Management for its Global Fund Services Business in the UK
Brown started his career at Baring Brothers & Co and later joined International Fund Managers UK Ltd, which was acquired by Northern Trust in 2005.
10/16/2017
Credit Suisse wealth planning head joins German bank
Commenting on his new role, Nickolaus said that current and future asset owners are not only looking for digital financial services but also for financial advisers
10/16/2017
Investec W&I targets advisers with new recruit
‘We are delighted to welcome someone with Lucy’s calibre into our team in Reigate,’ said Mark Stevens
10/15/2017
This senior banker has just moved from Credit Suisse to UBS in Singapore
They have very similar cultures and styles of private banking.
10/13/2017
Credit Suisse on front foot post Stock; mandated on Icebreaker
The privately held company has annual revenue of $NZ220 million.
10/13/2017
Expect More Wealth Hires at BNP Paribas in Asia
It sounds a modest challenge especially when other Asian wealth management heads have gone on record as saying they want to hire 50 relationship managers a year.
10/13/2017
Swiss Banking's War Horses Retreat
One month previously, former Credit Suisse banking head Walter Berchtold left Falcon Private Bank following a rupture with the firm's Abu Dhabi shareholders.
10/13/2017
Ex-Banca del Gottardo CEO joins BancaStato board
Soncini previously served as group head of private banking at Banca del Gottardo in Lugano, where he had worked for 20 years.
10/12/2017
Law Firm Adds to Growing Asian Wealth Practice
As Singapore matures establishing itself as the private wealth management hub for the region a growing number of high net worth individuals and families, have been moving their funds to Singapore.
10/12/2017
RSM appoints legal private client partner
She is ideally suited to direct our private client legal services in a way that complements and enhances RSM’s existing private wealth expertise.
10/12/2017
GAM’s Andrew Green steps back as Gosden joins
Green will manage a “select few” mandates and provide advice and support to GAM equity teams in the new role of director of global equities strategy.
10/12/2017
Notenstein La Roche appoints new CEO
Adrian Künzi made a substantial contribution to the company over the past years.
10/12/2017
Baar boutique hires deputy CIO from Abu Dhabi SWF
He also managed various multi-manager portfolios for the group.
10/12/2017
Notenstein Loses CEO
The private bank, born out of the remains of Bank Wegelin & Cie which collapsed under the heft of a U.S. indictment in 2012, has been under pressure for some time.