03/29/2018
The advisor began her financial-services career in 2005 with Merrill Lynch and earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning.
03/29/2018
Across all offices, Appleby has promoted nine lawyers, effective 1 April 2018.
03/29/2018
The move follows the strengthening of the global organisation Avaloq announced in January 2018.
03/28/2018
The under-the-radar private bank quietly getting ready to ramp up Asian recruitment
In December, we tipped the Geneva-based private bank to ramp up its Asian hiring,
03/28/2018
As area sales manager, he will be responsible for The Angus, Aberdeen, Moray, Inverness, the Highlands and the Scottish islands.
03/28/2018
Robo-advice firm Ignition Wealth has appointed Manish Prasad as its new chief executive.
03/27/2018
UBS Poaches Private Bankers in Mexico
Switzerland’s largest bank has now pounced again, taking on a team from J.P. Morgan
03/27/2018
BNP Paribas Poaches From Rival
Before taking on the new role with the Paris-based bank Jaidka held senior positions with Citi.
03/27/2018
Kingfisher acquires top talent to head Family Office Division
Leveraging decades of thought leadership and personal and professional relationships cultivated over three generations, Kingfisher supports families and business owners in achieving their security, lifestyle and legacy goals.
03/26/2018
Hong Kong Duties for Deutsche Wealth Head
Yim took over from Ravi Raju, the previous head of Deutsche's Asian wealth business who defected to rival UBS, in October 2016. On taking up the wealth role Yim flagged his intention of adding up to 50 new recruits in the region.
03/26/2018
Wealth Management Chief Stepping Down
The chief executive officer at the wealth management firm will depart at the end of 2018.
03/26/2018
SGG Group appoints Managing Director for its Cayman office
Lynden has over 14 years of experience in the financial services industry and specialises in the incorporation, governance and administration of hedge funds, private equity structures, capital market transactions and complex international corporate struct
03/26/2018
Coutts banker quits after report of harassment complaints in 2015
The spokeswoman did not comment on the reason for Keogh's departure but read out an internal RBS statement that said: "Following recent media attention and the consequent strain placed on him and his family, Harry Keogh resigned last week."
03/26/2018
Former Coutts director joins board of Rockefeller Capital
Former UK Treasury Minister and Financier Named Second Independent Director
03/26/2018
Evercore Wealth Management Appoints Managing Director and Wealth & Fiduciary Advisor
Mr. Olchon joins Evercore from Bessemer Trust, where he led a team responsible for delivering the firm's wealth management services to ultra high net worth clients.
03/26/2018
BNY hires former Fidelity exec to head investment strategy
Pierce mostly recently served as an executive vice president at Fidelity Investments’ investment product group from December 2014 to January 2017.
03/23/2018
Julius Baer added 110 relationship managers in Asia in 2016 – more than any competitor, excluding those involved in acquisitions – taking its RM headcount to 380, the fifth highest in the region.
03/23/2018
Linck will be engaging and leveraging teams in Pittsburgh, Cleveland and Chicago as appropriate to support this effort.
03/23/2018
The departure of Standard Chartered's regional CEO for Asean and South Asia and head of commercial and private banking, as reported by finews.asia, surprised the market.
03/23/2018
The other members of the board, Genevieve Berclaz, Fabio Candeli and Nicolo Angileri, will stand for re-election to the board of directors for a new term of one year.