03/19/2019
Family Office Leaders Join Boston Private
Strategic Hires to Establish the Wealth Advisory and Ultra-High-Net-Worth Family Office Practice and Expand Business Development Efforts across Boston Private
Executive Moves
03/19/2019
Family Office Leaders Bill Woodson and Edward V. Marshall Join Boston Private
He will work with the firms Private Banking, Wealth & Trust teams to develop comprehensive, advice-based solutions for ultra-high-net-worth clients and family offices.
03/19/2019
Quilter Cheviot recruits six investment managers
I’m pleased to see such quality in the candidates we are attracting to help us deliver on our top priority, providing exceptional service and performance to our clients.
03/19/2019
Julius Baer Hires Three From UBS, Barclays
The new hires will report to Calum Brewster, managing director and head of U.K. regional offices at the bank.
03/19/2019
First Republic Continues Poaching Wealth Management MDs from Large Brokerages
UBS didn’t respond to AdvisorHub’s request for comment. Lovell is obligated to take a two-month garden leave and didn’t respond to the website’s requests for comment.
03/18/2019
Arbuthnot Latham names Coutts veteran to lead regional expansion
Private bank’s regional client base has tripled in the last two years
03/15/2019
Nutmeg cuts six directors from board
The reshuffle will leave eight members on the Nutmeg board.
03/15/2019
IRESS’ MD of the UK steps down
He leaves IRESS and our United Kingdom business in a strong position for continued growth.
03/15/2019
Credit Suisse Veteran Bags Plum Role
She began at Credit Suisse in 1999 as head of bond research
03/15/2019
DBS Poaches Wealth Planning Head from Bank of Singapore
He joins DBS from Bank of Singapore, the private banking arm of OCBC Bank, where he has worked since 2004.
03/14/2019
Pictet Hires UBS Veteran
At Pictet, Gallati will be based in Zurich.
03/14/2019
SJP-owned DFM poaches ex-Cofunds chief
Outgoing chief executive Graham Coxell is moving to the role of Rowan Dartington executive chairman.
03/14/2019
First Republic snags another Wall Street veteran, this time from J.P. Morgan
Michael S. Lee will run the New York territory for First Republic's wealth management business
03/14/2019
Merian Global Investors appoints independent non-executive director
Cripps has thirty years' experience working in financial services.
03/14/2019
Standard Chartered hires market head for Middle East & North Africa from Coutts
Standard Chartered Private Bank appoints new MENA head Ali Hammad, boosts MENA team with 14 other hires
03/14/2019
Broadridge appoints Managing Director, Head of ICSI Sales
He is based in Belgium and reports to Bob Santangelo, President of International Sales.
03/14/2019
BMO GAM bolsters responsible investment team with three new hires
She will be responsible for managing client relationships in Germany and will undertake ESG analysis and engagement across a range of sectors.
03/14/2019
StanChart Loses Two Top India Bankers Amid Turn-Around Efforts
India is among four countries across Asia and the Middle East chosen by the lender as the focus of a new plan to reduce costs and engineer a turnaround.
03/14/2019
Rockefeller Capital Management appoints head of ESG investments
In the newly created role, Clark is responsible for directing the ESG investing research, analytical and engagement framework and processes across all Rockefeller Asset Management strategies.
03/13/2019
StanChart suffers senior private banker exits in Asia as unit earnings sag: sources
The Asia, Africa and Middle East-focused bank has also lost India private banking head Sandeep Das