07/30/2018
UBS recruits Associate Director
In his new job, he will help manage a portfolio of UK-resident non-domiciled private clients
Executive Moves
07/30/2018
Nikko Asset Management appoints Outside Director
In line with its fiduciary duty, Nikko AM leverages the independence of these outside directors to ensure that it remains an objective and transparent asset manager.
07/30/2018
CEO of Texas Multi-Family Office ro step down
"My family recently spent our annual vacation at the Amalfi Coast and we fell in love with the people and the culture."
07/27/2018
BNY Mellon appoints Head of Strategy
He co-led McKinsey's Capital Markets & Investment Banking practice and authored multiple reports on the firm's perspectives on the future structure of the wholesale banking industry.
07/27/2018
Citi Private Bank poaches JPM due diligence analyst
Citi Private Bank's traditional investments research team is made up of 14 research and due diligence analysts, led by Donald Marchesiello, global head of traditional investments.
07/27/2018
Credit Suisse Appoints New Private Banking Head in Australia
He takes over from Wade, who has run the business since January 2016.
07/27/2018
Guernsey Finance takes broader strategy role with key appointment
He now joins permanently to oversee development of jurisdictional-wide financial services strategy through Guernsey Finance in line with the role set out in the Committee for Economic Development’s recently approved Economic Vision.
07/27/2018
Raiffeisen Chairman Flags Retreat
As recently as last month, Gantenbein planned to be stand for reelection.
07/27/2018
Pictet WM hires new quant strategy head
Nilo takes over the role from Edgar van Tuyll van Serooskerken, who left Pictet in December 2017 after more than 20 years with the firm.
07/26/2018
Top UBS Banker Ousted in Shuffle
The mega-unit merger, which was questioned by analysts and commentators including finews.com, failed to unleash a rally in UBS' shares.
07/26/2018
UBS Private Client Team Expands with New Associate Director
He will also be working with the established team of Client Advisors to look after the interests of high value private clients resident in Jersey and Channel Island intermediaries.
07/26/2018
Fisch AM poaches Man GLG convertibles manager
This new hire is part of a planned hiring spree by Fisch, which recently announced plans to boost research and portfolio management capabilities with five new hires.
07/25/2018
Top UBS gatekeeper to join Citi Private Bank
Ray Joseph, who has been a top gatekeeper at UBS, is to join Citi Private Bank.
07/25/2018
Regional head appointment to spearhead Butterfield’s Asia growth
Butterfield Trust’s Singapore office is the seventh in its internation network.
07/25/2018
Top UBS Banker Ousted in Shuffle
Perryman's exit from the role is notable: the private banker has been with UBS since 2002.
07/24/2018
Top UBS Private Banker Departs
Private bank head Juerg Zeltner had already left one month before, and allies like operating chief Dirk Klee and Rene Mottas were passed over in the merger.
07/24/2018
TD hiring 200 advisers to boost wealth-management business
Canada’s largest lender by assets has about 2,100 wealth planners and advisers for its domestic business.
07/24/2018
Temenos appoints new Head of Sales for Africa region
The solutions brought to market by Temenos around Digital Banking, Financial Inclusion, and Payments will accompany the development of many banks aiming at providing new and existing clients access to financial products.
07/24/2018
Maitland makes key local appointments
Claude Harvey as Senior Manager: business development and client management, for the firm’s operation in Mauritius.
07/23/2018
Julius Baer Poaches UBS Veterans
The Swiss-based bank is hiring Jenet Chau as a senior advisor in Hong Kong, a source at Julius Baer said.