06/05/2019
Raymond James hires three wirehouse veterans with $487M
Raymond James’ newest hires are industry veterans. Advisor Bill Miller has 25 years of industry experience, including stints at UBS and Prudential, according to FINRA BrokerCheck records.
06/05/2019
Goldman Sachs to hire 200 advisers to bolster wealth business
It is not clear if the hiring push will focus solely on clients in the US or Latin America or have a more global reach.
06/05/2019
Rothschild AM overhauls investment coverage as Melman appointed CIO
Alain Krief joins from Oddo Asset Management to lead fixed income
06/04/2019
In addition, a veteran financial advisor has left UBS for Raymond James, according to Raymond James.
06/04/2019
The Private Bank’s assets are heavily concentrated in Asia
06/04/2019
Broadridge recruits BNY Mellon’s former asset servicing chief
“Samir will help us continue to expand our international reach in support of our goal to provide industry solutions for critical but non-differentiating solutions to financial services companies around the world.”
06/04/2019
Raymond James has appointed Andrew Gitkin as managing director and co-head of the firm’s healthcare investment banking practice. Previously, he worked at Piper Jaffray where he led the West Coast biotech investment banking practice.
06/04/2019
In her new role, Angela Bow will work together with the existing management team
06/04/2019
Geneva WM expands in Ticino and Italy with new hire
This hire highlights our wish to develop in Ticino and Italy after opening the Lugano branch in April 2018 under the responsibility of Paolo Anastasi.
06/04/2019
Ocorian makes senior hire in Ireland
Commenting on the appointment, our Head of UK & Ireland, Alan Booth said: “Our long term commitment and investment in Ireland is based on key hires, consistently strong client service and introducing new products to the market."
06/03/2019
To further strengthen its senior management team, EFG International is today announcing the appointment of Angela Bow as the new Deputy Head of Asia Pacific Region, effective 01 June 2019.
06/03/2019
He will further our strategy as a leading global wealth manager with strong investment banking capabilities.
05/31/2019
A highly experienced and industry recognised figure, Frederik joins Ocorian following a distinguished career having first
05/31/2019
The focus for me and my team, is to now build upon this solid foundation, imagine and position ourselves for the future given the constantly changing landscape.
05/31/2019
Private bank makes several key appointments including chief operating officer, head of human resources and head of independent asset managers
05/30/2019
Markus Stadlmann ends a five-year tenure amid Lloyds-Schroders’ joint venture plans.
05/30/2019
She joins Vistra from a global investment management firm with key operations in Hong Kong, Tokyo, Singapore, Paris and Dublin.
05/30/2019
Tilney has one of the largest private client books in the UK, supported by a sizeable team of twelve analysts and over a hundred investment managers and advisers.
05/29/2019
Prior to First Republic, Ahmed worked for Merrill Lynch for 21 years
05/29/2019
Withers Names Switzerland Partner Next Chair
Justine Markovitz will be the second woman to lead the firm, which was founded in 19th century England and has U.S. roots in New Haven, Connecticut.