12/13/2016
Perpetual names Tony D'Aloisio as new chairman, Peter Scott to retire
It has been my great privilege to be chairman of Perpetual, an outstanding Australian company with strong values reflecting its deep fiduciary heritage.
Executive Moves
12/13/2016
UBS Wealth appoints north west and Yorkshire regional head
He will split his time between the bank's Leeds and Manchester offices.
12/13/2016
Burkhard Varnholt appointed Global Chief Investment Officer
In his new role, Burkhard Varnholt will report to Francesco De Ferrari, CEO Wealth Management, and join the Management Committee of the Wealth Management Division.
12/12/2016
New group managing director for Ravenscroft
RAVENSCROFT has promoted Mark Bousfield to the role of group managing director. The move is part of a natural progression that has seen Mr Bousfield’s role within the business expanding for some time. In addition to his new role as group managing d
12/12/2016
Professionals Who Left Private Banking in 2016
He assumed the role of Managing Director, Asia-Pacfic and will be spearheading growth in the region.
12/12/2016
Barclays W&IM names new charity head
She joined Barclays in 2005 from Wachovia Bank, where she worked in its wealth management arm in both New York and San Francisco.
12/09/2016
Apollo Global Management Announces Appointment of Gary Parr as Senior Managing Director
He is one of the most respected executives in the financial services industry.
12/09/2016
UBS Hired Deutsche Bank Rainmaker for M&A Advisory in Hong Kong
He will be joining the investment banking division as managing director and co-head of Asia M&A based in Hong Kong.
12/09/2016
Credit Suisse Names Robert Peck as Head of Global Internet Investment Banking
Its IPO is expected to be one of the largest tech IPOs of 2017 and come as early as March.
12/08/2016
Old Mutual Emerging Markets appoints interim CEO
Current OMEM Finance Director, Has been appointed as Interim CEO For Old Mutual Emerging Markets
12/08/2016
The Private Wealth Management Association appoints new MD
The PWMA would like to thank Joanne for the support, efforts and contributions she has provided during her tenure as Managing Director of the Association.
12/08/2016
Barclays eyes Sir Ian Cheshire for ring-fenced bank
Barclays plans to appointment the former boss of Kingfisher to lead the board of its ring-fenced bank
12/08/2016
Credit Agricole promotes Bonnal within FIG syndicate
Prior to Credit Agricole he worked in debt capital markets origination at Natixis.
12/07/2016
BNY Mellon Wealth Management hires new wealth director
He joined BNY Mellon in October, was earlier vice-president and wealth adviser at First Niagara Private Client Services for five years.
12/07/2016
Credit Suisse just made a major hire for its hottest new division in New York
He spent nearly 17 years at Citigroup before joining Credit Suisse as a managing director in November.
12/07/2016
Charles Stanley completes private client restructure
Boyle and Harris-Deans have been promoted internally while Arthur and Wedderburn come from Hanson Asset Management and Above Wealth respectively.
12/07/2016
Scottish boutique snaps up Brewin directors in triple hire
Thornton Investments was established after the wealth business was seperated from former parent Thorntons Solicitors in 2014.
12/05/2016
Julius Baer Adds Private Bankers in Bahrain
The bank said being geographically close to Saudi Arabia is will help ties to the region's largest economy.
12/05/2016
Arbuthnot Latham boosts professionals team with Barclays hire
New Senior Private Banker For Arbuthnot Latham, Announced
12/02/2016
Raymond James Has a New Chairman
His commitment to cultivating a culture grounded in conservative and independent decision-making, and always putting the client first is what allowed Raymond James to survive