04/11/2019
National wealth management firm names new Houston president
His focus on delivering a first-class experience for our clients is uncompromising, and he will continue to be integral to the success of our Houston business.
Executive Moves
04/11/2019
Deutsche Bank appoints Head of Wealth Management for the GCC
He Ayoob will manage the team in the region and other locations while continuing to service some of the bank’s largest relationships in the Gulf.
04/11/2019
Geneva PB appoints new member to executive committee
Prior to that, he worked at Wegelin & Co as head of semi-institutional wealth management and head of the Geneva region.
04/11/2019
Senior promotions at international law firm
Many congratulations to all and I look forward to working with them in their new roles as we progress the firm.
04/11/2019
HSBC Private Banking in Singapore hires ex-Credit Suisse banker for ultra high net worth unit
At HSBC, he will be expected to provide bespoke and tailored solutions to ultra wealthy clients whose transactions tend to be "more intricate" and require "pulling in different kinds of specialists", the bank said.
04/10/2019
Julius Baer: New Dawn With Ex-Credit Suisse Top Exec
The bank's board signed off on Collardi's heady growth plans, and afforded the star CEO strategic freedoms most C-suiters can only dream of.
04/10/2019
Swiss private bank CEO Departs
The decision was preceded by a disagreement over strategy.
04/10/2019
Janney Welcomes 14 New Financial Advisors to its Private Client Group in the First Quarter of 2019
Janney had another successful quarter recruiting leading Financial Advisors with experience and expertise in all aspects of wealth management
04/10/2019
Belfast law firm appoints three new Partners
It is a pleasure to make this announcement on this the 46th anniversary of Elliott Duffy Garrett
04/10/2019
Wrigleys names private client specialist as firm's first female managing partner
We are proud to be at the forefront of championing leading women in law with a 63% female partnership, a figure well above the average.
04/10/2019
Mills & Reeve expands London family team with hire from Withers
Mills & Reeve warmly welcomes the nationally and internationally renowned Suzanne Kingston to their London family team.
04/10/2019
SEI Welcomes Regulatory Specialist to UK Private Banking Team
Prior to that role, Alison spent several years at Coutts and Co.
04/09/2019
Zurich firm welcomes another hire from Credit Suisse
She previously worked in the private banking division at Credit Suisse as an investment consultant for wealthy private clients.
04/09/2019
Partners Group opens an office in Toronto
Our presence in Toronto will allow us to cater to increasing demand from a broad spectrum of Canadian institutions for private markets solutions.
04/09/2019
Head of UBS Europe unit to leave amid 'turf war' talk
Rodermann joined what was then UBS Deutschland AG as management board head in 2015 and has been in charge since, restructuring the Frankfurt-based business and expanding its wealth management arm.
04/09/2019
Fisch AM appoints new portfolio management head
The change also comes as part of Fisch’s ongoing growth strategy.
04/09/2019
Santander Asset Management hires new global CIO
Mariano Belinky, previously Head of Santander InnoVentures, will lead the Group’s asset management unit
04/09/2019
Ex-Tilney research head takes EQ Investors' role
Moore was previously head of research at Tilney Bestinvest. Kennedy has been at EQ Investors for four years
04/08/2019
AIG appoints QBE's Kathleen Zortman to lead global high net worth business
In this new role, Ms. Zortman will lead AIG’s global High Net Worth portfolio
04/08/2019
Canaccord makes two promotions in Guernsey
Chris is a member of the CFA Institute and a chartered member of the CISI.