07/26/2017
Pictet AM hires ex-UBS hedgie to lead $7bn TR unit
At 30 June 2017, Pictet Asset Management’s Total Return fund range had assets under management of USD 7.4 billion, invested in seven long-short strategies.
Executive Moves
07/26/2017
Veit de Maddalena resurfaces
Both have many years of experience in the wealth management business and stellar track records.
07/25/2017
Geneva banking boutique GS Banque hires new CIO
He will be responsible for the boutique’s investment strategy and the advisory arm of the business.
07/25/2017
Aquila Capital appoints Head of Consultant Relations
I am delighted to welcome Ian to Aquila Capital
07/25/2017
Charles Stanley appoints IHT portfolio manager
As assets under management continue to grow it is important that we expand the team
07/25/2017
Citi hires UBS executive to head Switzerland investment banking business
The role is a newly-created one, as Citi increases its focus on Western Europe.
07/24/2017
Appleby expand property team in Jersey
He is a lawyer with extensive knowledge in the commercial property field across multiple jurisdictions.
07/24/2017
Lombard Odier IM's global CIO to retire after five years at firm
Will step down at the end of 2017
07/21/2017
Tacit investment management hires experienced wealth manager
He is well respected by many advisers because he is a qualified investment manager in his own right and also understands the challenges they face.
07/21/2017
UBS Names Innovation Head
In the new position she will be responsible for driving client engagement.
07/21/2017
Pictet AM strengthens board
The three non-executive directors join Renaud de Planta, chairman of the board; Laurent Ramsey, chief executive officer, both partners of the Pictet Group; and Daniel Wanner, CFO of the Pictet Group.
07/21/2017
Hawksford boosts private client team in Jersey
She rejoins from Minerva Trust, where she worked for two years as an associate director in Private Wealth with responsibility as practice manager.
07/21/2017
Ex-Pioneer chief emerges at BNP Paribas Asset Management
Sandro Pierri left the fund manager in 2015, as negotiations over a potential sale of the firm to Santander heated up
07/21/2017
Old Mutual hires from Premier for sales specialist
He will be responsible for drumming up business for Old Mutual’s £3bn managed portfolio service WealthSelect.
07/21/2017
Dalton Strategic Partnership appoints new Partner
He joins from Advenis Investment Management where he was Head of Quantitative Strategies
07/21/2017
UBS Names Head of Innovation Technologies
The Swiss bank has mandated her with driving client engagement.
07/20/2017
Wilmington Trust Promotes Sharon L. Klein to Tri-State Region President
Based in the NYC Office, Klein oversees wealth management services in NYC, Connecticut, Long Island, and Northern New Jersey markets
07/20/2017
Fiduciary Trust Names Regional Managing Director
The wealth management industry will undergo considerable change in the years ahead, and Fiduciary Trust is well-positioned to meet the emerging needs of wealthy individuals and families across multiple generations,” said Ms. Mejia.
07/20/2017
Union Bank Expands San Francisco Wealth Management Team
Harold Rhee Joins as a Wealth Management Consultant
07/20/2017
U.S. Trust Announces New Hires in June
Jean Champagne has joined the Houston office as a Private Client Advisor.