10/24/2018
Quilter advice director steps down
Mr Speirs joined Old Mutual Wealth, now Quilter plc, in 2015 to launch Quilter Private Client Advisers
Executive Moves
10/24/2018
Grant Thornton Brings In Transaction Advisory Services Director
Bob McDermott added: "Grant Thornton's presence in the market and its momentum is certainly being felt.
10/23/2018
Indosuez WM names structured products head
Pulling from ABN Amro, Indosuez has brought in Shirley Lau to drive the bank’s structured products.
10/23/2018
Smythson appoints new chief executive
In his new role as chief executive, Rougeaux will work closely with Luc Goidadin who was appointed creative director in February 2018, to elevate Smythson’s product offering and international profile.
10/23/2018
Global Family Office appoints new MD
Cuneo is the latest senior addition to the Rockefeller team since the firm was relaunched in March.
10/23/2018
Global Chair Of Biglaw Firm Taking Temporary Leave Due To Exhaustion
Best wishes to Rawlinson for a speedy recovery.
10/23/2018
Zurich family office poaches new partner from Julius Baer
‘With Orlando Sidler, we have acquired a partner who has been in the asset management industry for many years."
10/23/2018
Head of JPMorgan’s US private bank resigns
Kelly Coffey, who spent 25 years at the company, is leaving to take a new job
10/22/2018
SGG Group appoints four new Client Directors in Luxembourg
The new Client Directors bring substantial experience to support SGG Luxembourg’s team.
10/22/2018
Schroders adds Man AHL veteran to bulk up quant efforts
It is focused on systematic, factor-based strategies, including its Global Multi-Factor Equity and Sustainable Multi-Factor Equity funds.
10/22/2018
Rowan Dartington taps Lloyds for Northern wealth boss
He fills a position previously occupied by Bryan Parkinson, who has been appointed to head Rowan Dartington Intermediaries & International, the division formerly known as Rowan Dartington Signature.
10/22/2018
Wealth manager hires intermediary manager
Rowan Dartington executive chairman Graham Coxell described the moves as "core to our overall growth strategy for the business".
10/22/2018
Oppenheimer Wealth Boss to Pass the Baton
Harrington, who currently runs sales and marketing for the asset-management unit, has been with Oppenheimer for 25 years, the company said.
10/21/2018
Goldman Sachs shuffles top Asia leadership
Asia investment banking co-heads moved from management job to ‘chairmen’ role
10/19/2018
Group Head of Legal at Close Brothers to retire
The group will now be conducting a formal search for a new Group General Counsel, who will be a member of the Group Executive Committee.
10/19/2018
Hassium taps private banking veteran following CIO exit
Hassium founder and chief executive Yogi Dewan said: 'We are delighted to welcome Paul to the team.
10/19/2018
Ex-Citi PB gatekeeper resurfaces at HSBC Private Bank
She is involved in putting together a recommended list of strategies and creating model portfolios for use by HSBC private bankers.
10/19/2018
STEP elects Vistra Partner as Worldwide Chair
He has been a member of STEP since 1994 and has held numerous leadership roles within STEP over the years.
10/19/2018
Senior UBS infrastructure banker departs after 24 years
Steven Wirth leaves the Swiss group to 'pursue opportunities outside of banking
10/19/2018
HSBC Private Bank recruits Coutts and SLA directors in hire spree
A number of senior fund analysts have also been recruited.