11/16/2016
Andersen Tax boosts Private Client Service Group
He has extensive experience working with business clients in buy/sell agreements, business valuation, estate and gift tax and asset protection.
Executive Moves
11/16/2016
BNY Mellon Wealth Management names new senior wealth director
He will report to Regional President Robert Kricena.
11/16/2016
Bank J. Safra Sarasin bolsters South-east Asia UHNW focus
His experience includes servicing UHNW clients.
11/16/2016
Founder of Partners Group Takes Stake in Swiss Fintech
The family office managing the assets of the founders of Partners Group has agreed to become a client of the Nectar Financial platform.
11/16/2016
John S. Weinberg to Join Evercore as Executive Chairman
As we continue to build Evercore towards becoming the one, truly elite global advisory firm.
11/16/2016
Barclays W&IM portfolio manager exits firm
Neil Anderson, left Barclays Wealth & Investment Management
11/15/2016
Credit Suisse hires banker in China onshore private banking push: memo
Credit Suisse will compete with Goldman Sachs and UBS on advising wealthy Chinese clients.
11/15/2016
Northern Trust Asset Management Strengthens Liquidity Solutions Team
New Senior Liquidity Specialist for Northern Trust Asset Management
11/15/2016
New Finance Director appointed to Coutts board
He subsequently gained extensive experience across both practice and the financial services industry in roles across London and Asia Pacific.
11/15/2016
Vontobel Asset Management appoints new sales head
He holds an M.A. in Economics and a PhD from the University of St. Gallen.
11/15/2016
Vontobel Names Law Partner as Chief Counsel
Friz is currently a partner for banking and finance with WalderWyss
11/15/2016
Nasdaq just crowned one of the most senior women on Wall Street
After nearly 14 years leading the company as CEO, Bob Greifeld will become Chairman of the Board.
11/15/2016
Psigma IM hires HSBC veteran
He spent nearly two decades at HSBC, most recently as a client director for its asset management arm.
11/14/2016
McLaren chief Ron Dennis fighting ouster: Bernie Ecclestone
As per reports, Bahrain's sovereign wealth fund and businessman Mansour Ojjeh, who hold 75 percent of shares, want to oust Ron Dennis
11/14/2016
Ex-Financial Ltd boss joins SJP
SJP confirmed Galvin had joined as an executive business acquisition manager but declined to comment further.
11/11/2016
Staffcare’s Hollingdale joins Sammedia board for EB push
Its moneyinfo app allows people to manage their finances and use the data to access advice on demand, removing the cost and complexity of consolidating information and producing paper.
11/11/2016
Fledgling wealth boutique loses MD as Brexit stalls expansion
Earlier this year, CMB Wealth had been forced to put its expansion plans in the UK on hold.
11/11/2016
Echelon Wealth Partners announces new Head of Investment Banking
New Head of Investment Banking at Echelon Wealth Partners Inc, Announced
11/11/2016
US wealth boutique hires ex-UBS director for LatAm push
He will be joining the firm, which has $3.3 billion in assets under advisory, in a wealth advisor role, servicing wealthy families in Latin America and the US.
11/11/2016
Credit Suisse Hires from Local Rival in Asia Property Push
New Credit Suisse Head of Real Estate Investment Management in Asia Pacific, Annpounced