03/30/2017
Merrill Lynch shakes up wealth management organization, leadership roles
Two division executives, Don Plaus and Ben Prince, were tapped for new leadership roles and the number of divisions for advisers was cut from 10 to six
Executive Moves
03/30/2017
Fiduciary Trust Names Chief Operating Officer
He will be responsible for the overall operations that support Fiduciary Trust’s customized offering.
03/29/2017
Jersey appoints Financial Services, Digital and Competition Chief
The financial services policy framework, the cyber security strategy, the digital policy framework and the regulatory and competition framework review action plan are some examples of current work.
03/29/2017
Brown Shipley taps Coutts director for lending push
lending is a core part of our overall wealth management offering and deepens our ability to support clients across the full spectrum of their wealth management needs.
03/29/2017
Greco Loses Another Top Zurich Executive
Her departure raises questions over Greco's leadership because she is the latest in a string of people working closely with him to bolt.
03/29/2017
GAM: Hedge Fund to Demand New CEO
Last month, RBR Capital, a Swiss hedge fund, announced that it planned to propose the election of three new board members, replacing GAM Chairman Johannes de Gier.
03/29/2017
Stefan Armbruster to head Vontobel’s investment certificates and warrants business in Europe
Stefan Armbruster has learned the structured products business from the ground up.
03/29/2017
Quilter Cheviot boosts Business Development team
Prior to that he worked in business development roles at Connaught Asset Management and Verbatim Asset Management.
03/29/2017
Tilney adds to Bournemouth office with new financial planner
He spent 12 years at Lorica Advisory Services where he trained as an adviser and was a financial planner and corporate pensions adviser for the last nine years.
03/29/2017
Indosuez Wealth Management appoints new global head of real estate
He then joined REAG American Appraisal as a real estate advisor.
03/28/2017
UBS names leaders in U.S., European wealth management product units
UBS has looked for structural ways to improve alignment across its business.
03/28/2017
Walker Crips names Clive Bouch non-executive director
He will join the board's remuneration and nominations committees and also chair the company's audit committee.
03/28/2017
Asset Manager Names New Unit Head
He Joins from Mercer Investments where he was Director of Strategic Research for Mercer's Investments business in the Pacific region.
03/28/2017
About 11 Standard Chartered's Hong Kong-based private bankers to leave
But a source with knowledge of the move said that those who were leaving the bank were part of the bank's Greater China private banking team.
03/28/2017
Lombard International Assurance Appoints Ranald Munro as New General Counsel
He will report to Axel Hörger, European CEO of Lombard International Assurance.
03/28/2017
Stanhope signs former Mexican minister for LatAm push
He will sit alongside City heavyweights such as former BP chief executive Lord Browne and chief executive of WPP Sir Martin Sorrell.
03/27/2017
Former UBS MD Joins Legg Mason
Legg Mason’s business model involves nine separate active funds management firms encompassing the full range of asset classes and styles.
03/27/2017
Legg Mason appoints Sydney head from UBS
Legg Mason head of Australia Andy Sowerby said the new Sydney office, along with Stovold's appointment, "reinforces our commitment to the market.
03/24/2017
Westpac loses Singapore private wealth chief
Westpac, which is headquartered in Australia, is believed to have recently undertaken a strategic review of its premium and private wealth business in Asia.
03/24/2017
Citi Adds to Wealth Unit
In her new role she supports Citi’s global fixed income offering, and provides relationship managers with subject matter expertise and investment insight.