11/13/2019
New counsel for Carey Olsen's trusts and private wealth team in Guernsey
Carey Olsen has added to its trusts and private wealth practice in Guernsey with the appointment of counsel Andrew Munro.
Executive Moves
11/13/2019
Sarah Soar takes up the reins as Hawksmoor’s Chief Executive
Sarah’s 35 years’ experience in wealth management will be invaluable in leading Hawksmoor into the next phase of its development, and towards the company’s ambitious goals.
11/12/2019
BIL strengthens its international Wealth Management business
BIL has an ambitious growth plan for its international wealth management business
11/12/2019
Mirabaud expands wealth management team in Spain with hire from CaixaBank
Francisco Gómez-Trenor, general director of Mirabaud & Cie (Europe) in Spain, said: "The proven and successful professional background of De Motta, with over 20 years' experience in private banking and asset management
11/12/2019
Bordier Adds Senior Private Banker to Executive Board
The bank appointed him to the executive board, where he will take charge of business development.
11/12/2019
Credit Suisse Bolsters Australia Private Bank with Four Hires
Jude McDonnell joins the bank’s fund advisory team in its Melbourne-based office.
11/12/2019
Close Brothers AM in restructure as CIO steps down
Close Brothers is set to move to this new structure immediately to enable the internal promotions to assume their new roles
11/12/2019
Management change at Handelsbanken
He will continue as CFO and will remain a member of executive management until that date
11/12/2019
Private bank hires former RBS director as chief commercial officer
Financial services heavyweight joins Edinburgh-based Hampden & Co
11/12/2019
BH Macro, BH Global manager Alan Howard bows out
‘Alan wants to work with his chief executives – he doesn’t want to be one anymore.'
11/11/2019
Brown Shipley hires Investment Director from Coutts
She will play a crucial role in helping further develop Brown Shipley’s investment proposition.
11/11/2019
IFA and wealth manager makes new senior hire
European Wealth founder has been appointed CEO of Vintage Wealth after it absorbed his new wealth venture Broad Street.
11/11/2019
Credit Suisse makes changes to investment banking division
The business will expand our alternative asset management product offering and focus on directly sourced private credit opportunities.
11/11/2019
SS&C Appoints President of SS&C ALPS Advisors
SS&C ALPS Advisors is uniquely positioned to adapt and succeed as the asset management industry
11/11/2019
Finantix appoints two senior hires to European team
Albert and Anja’s experience, knowledge and skills will be pivotal in helping us grow our presence in the Swiss and German-speaking markets”.
11/08/2019
UBS Breakaways Launch LA Wealth Management Practice
Johnston joined the financial services industry in 2007, registering with UBS, according to her BrokerCheck profile.
11/08/2019
Julius Baer names new South-east Asia private banking head
Prior to the appointment, Mr Moo was also Goldman Sachs head of South-east Asia and Australia for private wealth management.
11/08/2019
Leadership changes commence as part of Maitland’s succession plan
A new Maitland Executive Committee has been appointed by the Board and comprises
11/08/2019
Ex-Banque Cramer CEO resurfaces at Bordier & Cie
Prior to that, Anker worked at Mirabaud Group as a member of the executive committee
11/08/2019
Heavy Hitter Joins Kestra Financial’s Executive Team
New Executive Vice President of Wealth Management is the latest in string of powerhouse hires