11/01/2018
Al Sudairy named CEO of NBK Wealth Management
The company is now licensed to offer investment funds management, discretionary portfolios management, deal arranging, advisory services, and custody arrangements.
Executive Moves
11/01/2018
Brewin bolsters Reigate arm with Sanlam hire
The appointment comes after a period of upheaval for Brewin's Reigate office.
11/01/2018
Cambridge Associates Appoints Global Head of Private Client Practice
Pang to Lead Expanding Business Unit Helping Families of Institutional Scale; Joins from JP Morgan Private Bank
11/01/2018
Rockefeller Capital Management appoints Wealth Management COO
In his new role, Dupuy will oversee all aspects of strategy and execution for Rockefeller Wealth Management
11/01/2018
SEI appoints Ian Love as Head of Institutional Group EMEA and Asia
With over 15 years of tenure in SEI’s Institutional Group, Love has been at the forefront of driving SEI’s growth in fiduciary management and DC Master Trust.
11/01/2018
Further changes at the top of Quilter
Tim and the Board have agreed that Tim will leave the business at the end of April 2019, having fully transitioned the role to his successor; he will step down from the Board on 13 March 2019.
11/01/2018
UBS to shift 64 jobs from London in initial Brexit move
The majority of those affected by the UK leaving the EU will go to Frankfurt, and more could follow
11/01/2018
AMP makes two wealth solutions appointments
Mr Egan will commence at AMP as Head of Platform Development on 19 November 2018
11/01/2018
Barclays Wealth signs Scottish rugby international
Wagstaff spent 20 years at Coutts as a wealth manager and senior private banker before making the move to Barclays, while Wade joins the firm after six years at financial advisers Wesleyan.
11/01/2018
Reyl strengthens structured finance team with hire
James Spooner, who joined the group on 15 August, will be working closely alongside Ante Razmilovic to develop the structured finance business, working with clients to identify and execute bespoke alternative financing solutions.
10/31/2018
Strategic Wealth Partners Adds Wealth Advisor
Joins William Perry and Kathleen Dougherty-Klein in the Milwaukee office of Strategic Wealth Partners.
10/31/2018
Credit Suisse Said to Hire BofA Bankers to Boost Mideast Equity
Credit Suisse is rebuilding its equity operations in Dubai after scaling back a few years ago amid a slowdown in trading.
10/31/2018
Close hires veteran Rathbones duo for new Scottish wealth service
‘We are committed to growing and strengthening our proposition in Scotland,’ said Martin Andrew, chief executive of Close Brothers AM.
10/31/2018
UBS bolsters financial sponsors team with two senior hires
Swiss bank brings in two long-serving bankers from Nomura and Deutsche Bank
10/31/2018
UBS loses blockchain head to fintech startup
UK innovation chief is the latest executive to ditch the banking sector
10/31/2018
Focus Solutions announces hire of Peter Dingomal
New Head of Business Development will head up the launch of Focus’s new private client wealth proposition.
10/30/2018
Julius Baer Hires HSBC Banker for Mexico
Julius Baer is close to getting a license to do onshore banking and the company already appointed a head of office.
10/30/2018
Two Wealth Managers Join First Republic in Century City
They will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, nonprofits and foundations.
10/30/2018
Boyden Names Wealth Management and Private Banking Global Leader
Top executive recruiter and financial services expert to lead global wealth management and private banking.
10/30/2018
STEP appoints new Chief Executive
He started his career with Barclays where he spent 25 years, the latter part as Sales Director and then Chief Operating Officer of Barclays Wealth’s International Personal and Premier Banking Division.