08/14/2019
B. Riley Wealth Management Appoints President
We're pleased to announce Chuck's promotion to President of B. Riley Wealth Management
Executive Moves
08/13/2019
Alex Jones to head Intermediate Capital's U.S. private wealth solutions
Jones previously worked in JP Morgan Private Bank
08/13/2019
New advisory law firm appoints new partner
Amos joins the firm from asset management consultancy MJ Hudson, where he was a partner.
08/13/2019
Alpha FMC adds three senior hires to wealth management practice
Bradley Northrop and Patrick Dennien join Alpha’s wealth management team as Senior Managers from EY.
08/13/2019
Zurich WM welcomes three advisers
Odermatt spent a large portion of his career focused on foreign exchange trading, holding positions in Toronto and New York
08/13/2019
Close Brothers appoint new managing director for Scotland
Alastair Wilson joins the firm from Brooks Macdonald, where he was a founding member of their Edinburgh office
08/13/2019
Geneva WM makes raft of hires and looks to open Lisbon branch
Paula Gregório, the senior operations and risk officer, previously worked at independent asset management firm BPI Suisse.
08/12/2019
Carey Olsen's Asia growth continues with new Bermuda offering in Hong Kong
Carey Olsen has added Bermuda law capabilities to its Hong Kong office with the relocation of Bermudians Henry Tucker and Kyle Masters.
08/12/2019
Xplore Wealth adds distribution and marketing head
Hamieh said she had joined during a pivotal period for the company and conversations regarding the vision and growth ambitions of Xplore Wealth cemented her decision to join.
08/12/2019
Former Accenture Managing Director Joins Sionic
The newly branded Sionic was the result of a recent merger between UK-baed Catalyst Development and US-based Sionic Advisors.
08/12/2019
Geneva financial services firm looks to hire WM
The role will be based at the firm’s Geneva office
08/12/2019
Four Wealth Managers Join First Republic in New York Area
The team will be based in Paramus, New Jersey.
08/09/2019
Wealth manager appoints Client Director in the Court of Protection & Personal Injury team
Robert will work within the well-established Court of Protection and Personal Injury team, strengthening this area of specialism to service and grow the national client base.
08/09/2019
UBS Mulls Investment Bank Overhaul, Hundreds of Jobs at Risk
UBS is seeking to boost collaboration between dealmakers and the wealth management unit, while sharpening a focus on industries most of interest to its richest clients.
08/09/2019
Berner Kantonalbank Hires Ex-Credit Suisse Banker
Schafer will take the position of Armin Brun in December 2019
08/09/2019
BEKB appoints new clients head
More recently, he was director and head of Corporate Business Market for the Bern area at Credit Suisse.
08/08/2019
Deutsche Bank Wealth Management announces the hire of three Directors in Dubai
The hire of these three new directors follows the bank’s prior announcement of its intent to hire 300 investment and relationship managers across all of its regions of business, as stated by Fabrizio Campelli
08/08/2019
7IM head of wealth management exits
7IM's head of wealth becomes the latest to leave the firm following its acquisition of Tcam last year.
08/08/2019
HSBC’s ‘Internal Activist’ CFO Stevenson Seen as Chief in Waiting
A lumbering giant, HSBC, Europe’s biggest bank by market value, has been shrinking its international footprint, a strategy shift that has yet to pay off for investors.
08/07/2019
Cult Wines strengthens Asian team with new hire
Tom Gearing, managing director of London-based Cult Wines, said: “We are delighted to welcome Julie to our growing team in the Asia-Pacific region.