09/06/2017
Alvarez & Marsal Expands Financial Industry Advisory Services Practice And Wealth Management Offerings
Industry veteran Michael Henry O’Keefe joins as a Senior Director in New York
Executive Moves
09/05/2017
PwC strengthens foothold in Asia Pacific
Our PwC Asia Pacific collaboration will enable us to align in a stronger manner as we execute on our purpose to build trust and solve important problems.
09/05/2017
RBC Wealth Management-U.S.has scooped up another wirehouse veteran
A Wells spokeswoman did not return a request for comment.
09/05/2017
Senior Departure at Private Bank
The new role recognised the significance of the Southeast Asian market segment for the U.K. headquartered banking group.
09/05/2017
You're hired! 20 top wealth and fund moves in August
At least eight people based in various regions left Barclays.
09/05/2017
Lombard Odier appoints duo to expand UK business
Samuel previously spent 13 years in the London and Geneva offices of JP Morgan
09/05/2017
Head of portfolio management exits Zug boutique
Hedge funds and CTAs had poor performance lately
09/04/2017
Hargreaves Lansdown founder takes the plunge
Hargreaves was a prominent backer of, and donor to, the campaign for the UK to leave the European Union.
09/04/2017
ABN AMRO appoints new Chief Innovation & Technology Officer
Next step will be submission for approval to the regulators of the intended appointment of Mr Bornfeld.
09/04/2017
Credit Suisse hires Hallak as EMEA vice chairman in IBCM
Responsible for developing the bank’s business in France and working with major European clients in energy.
09/04/2017
CEO Change at Asset Manager
He moved to the asset management business in 2004 as Vice President and Head of Asset Management Operations in BNP Paribas Mutual Fund India.
09/04/2017
Private Banker Joins Crypto Firm
He remains honorary chairman as well as a shareholder.
09/04/2017
Shaw and Partners hires new wealth advisers
We are thrilled at their appointment within the group.
09/01/2017
HSBC's incoming chairman joins the board — with one important task on the horizon
He was also a non-executive director of the Court of The Bank of England and served as a member of its Financial Stability Committee and Audit and Risk Committee between 2009 and 2012.
09/01/2017
Basel bank puts former Migros banker in charge of St. Gallen branch
The new branch will offer services including corporate finance, private equity and factoring.
09/01/2017
Deutsche’s former co-CEO takes charity role with bank
Deutsche Bank Foundation current head Clemens Borsig steps down on September 2.
09/01/2017
Zurich Group Hires New Risk Officer
Zurich announces appointment of Alison Martin as Group Chief Risk Officer; Cecilia Reyes to retire from Zurich
09/01/2017
KPMG names new head of wealth
Former AWU national secretary Paul Howes has climbed up the ranks at KPMG to head up wealth management.
09/01/2017
RBC recruits $350M advisors from Wells Fargo, Janney
Among the firm's new hires, Bruce Georgi and Gerald Barkley joined RBC’s Pittsburgh office from Janney Montgomery Scott.
08/31/2017
T Rowe Price names new responsible investing research head
New role underscores T. Rowe Price’s commitment to incorporation of environmental, social and governance (ESG) considerations into firm’s investment research process