04/10/2019
Swiss private bank CEO Departs
The decision was preceded by a disagreement over strategy.
Executive Moves
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.
04/05/2019
Withers builds corporate tax strength in London
She previously worked at Baker & McKenzie.
04/05/2019
HSBC Global Asset Management hunts for new chief executive
Chandrasekharan, who has been in the role for eight years, is expected to be moved elsewhere in the group.
04/05/2019
Aberdeen Standard Investments creates new global product role
Formerly global head of product & investment specialists at ASI, McKillop began his financial services career in 1997
04/05/2019
Unigestion appoints new head to boost Middle East growth
This sophisticated group of investors have unique and challenging needs
04/04/2019
Wealth heavyweights join FSC board
The FSC thanked Cooper for his contribution to the council, noting his "expert guidance and support", during the industry's recent periods of challenge.
04/04/2019
Charles Stanley bolsters Scottish distribution team
He will report into Charles Stanley’s head of intermediary sales Steve Hill in his new role.