03/08/2017
$150M Merrill Lynch Team Jumps to Janney
Last month, two veteran Merrill Lynch advisors producing $1.3 million in annual revenue left for Morgan Stanley.
Executive Moves
03/08/2017
Banque Cramer Appoints New CEO
Banque Cramer appointed Cédric Anker as its new CEO.
03/07/2017
CISE completes rebrand to TISE
This is a very exciting time for the Exchange.
03/07/2017
Swiss Private Bank boosts board
He currently had plenty to do and would probably take on a few more mandates as well.
03/07/2017
CIO Alice Ruth Exits Bloomberg Foundation, Family Office
Willett Advisors’ founding investment chief Alice Ruth has left, and her role taken over by co-CIOs.
03/07/2017
UBS names head of Latin America wealth management
The former Deutsche Bank executive, who joined UBS in 2013, replaces Alexander van Tienhoven, who is leaving UBS for personal reasons.
03/07/2017
RWC appoints Stonehage Fleming co-CIO as head of investment strategy
Newly created role
03/06/2017
ZEDRA bolsters Corporate & Fund Services
Appointment highlights ZEDRA’s commitment to drive company growth by developing and investing in Funds and Corporate Services respectively
03/06/2017
Another Arnault Takes Charge
For Alexandre Arnault — whose official start date was Jan. 23 — the store opening on Monday will mark his first official moment in the limelight.
03/03/2017
Banque Cantonale de Genève: new Chairman of the Board of Directors
Will assume his duties on Tuesday April 25, 2017, after the Bank’s ordinary General Meeting
03/03/2017
Northern Trust Strengthens Wealth Management Team in Georgia
He has a strong passion for community service, including a specific commitment to youth and education which he looks forward to bringing to the Atlanta Community.
03/03/2017
Bridgewater shakes up management again as Dalio drops co-CEO role
"We mutually agree that he is not a cultural fit for Bridgewater," Dalio wrote on LinkedIn.
03/03/2017
KPMG appoints Bill Michael as new UK chairman
His international experience will also prove invaluable in his new role.
03/03/2017
RPT-UBS eyeing new LatAm wealth management head
UBS's Latin America business suffered a setback last year when rival Credit Suisse poached at least a dozen of its wealth managers in Mexico.
03/03/2017
James Haithwaite becomes the ‘First Name’ in classic car collection
He is a fully qualified chartered secretary and holds memberships with both the Institute of Chartered Secretaries and Administrators (ICSA) and the Society of Trust and Estate Practitioners (STEP).
03/03/2017
Credit Suisse appoints UK CEO
He will be responsible for ensuring that the platform continues to drive growth
03/02/2017
GAM announces changes in the Board of Directors
This follows a long-term succession plan put in place by the Board of Directors.
03/02/2017
Hedge fund giant Man Group in the red after wine loving boss quits for US
His successor at Man, Luke Ellis, said it had been a 'challenging year'.
03/01/2017
Indosuez Strengthens Middle East Business With Senior Appointments
She holds a M.S. in Management from the Ecole de Management de Lyon in France and a B.A. in Economics from Saint Joseph University in Lebanon.
03/01/2017
Boston Private Expands Team
He will oversee a team of professionals dedicated to meeting the cash management, lending, wealth management and trust needs of private equity and venture capital firms and their executives.